Elodus Financial

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A Referral Based Business Complimentary First Appointment

Neville Jones (Australian Defence Force, Oakey)

I was nearing the end of my military career when I realised that I needed to engage a financial advisor to assist me to plan for my financial future. I already knew of Shane Fisher and thought that I would test the waters by asking him several informal questions in regards to my retirement from the Army.  Straight away I felt I had chosen the right person; he listened to my questions about wages, superannuation and taxation and answered them in a professional manner that I could easily understand. I was impressed enough to arrange an official consultation with Elodus Financial as a result.

My financial entities, current situation and the intricacies of the Military Superannuation schemes where discussed in detail so all parties had a complete understanding of my future plans. All fees where discussed upfront so that there would be no hidden surprises later on.

Once my options were developed, I was able to choose which of them was right for me.  At no time did I feel pressured into making a hasty decision. Elodus’ attention to detail and their ability to listen to my concerns gave me full confidence that I had chosen the right people to manage my financial affairs.

The staff always keep me informed of any changes or adjustments that need to occur to keep my plan on track.  If my personal or financial situation change, I can easily discuss the best way for moving forward. This has given me financial security, flexibility and confidence that Elodus will always back me. Even in these harsh financial times, whilst under their control and with their financial planning, I have seen my investments grow and strengthen at a considerable rate.

All in all, I couldn’t be happier with the ongoing service and advice Elodus provide to me. Their methods are sound, honest and in touch with my ideals and goals. They are very professional, but also take the time to make you feel part of the team. I have, and will continue to recommend Elodus to my friends, family and acquaintances.

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