Testimonials

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“Bills manner is calm and confident. I felt very happy with all his recommendations and explanations.”

Katrina, +65 - 09 Nov 2017
 
 

“Bill has saved me from trying to manage a difficult task .thank you Bill much appreciated! Elizabeth B.h”

Elizabeth, 65+ - 10 Feb 2017
 
 

“I have known Bill now for over two years. Whilst Bill was initially my financial advisor, over time we have developed a friendship and I would not trust my financial affairs with anyone else.”

Montana, Under 35 - 10 Feb 2017
 
 

“I have been with Bill for over 20 years and he has provided me with sound financial advice through out many career changes and changes of life circumstances. Bill is one of the rare people out there that has genuine integrity and treats his client as members of his team, rather than customers”.

Richard, 35-45 - 10 Feb 2017
 
 

“Having never considered my super before, Bill patiently and clearly explained different concepts and options that were easy to understand and tailored to me. He is very professional, knowledgeable and personable. Thanks Bill!”

Sarah, Under 35 - 17 Jan 2017
 
 

“After having issues with a previous adviser I went on the search for someone new. On meeting Bill I was straight away put at ease, Bill is approachable, professional and thorough. He explained everything in detail and made it clear that my best interests were top priority. Thanks to Bill I now have a clear and concise outlook on my financial future. I am in a great position and couldn’t have asked for more. Thanks Bill! “

Hannah, Under 35 - 10 Jan 2017
 
 

“Bill is our financial advisor. We always find him professional, reliable and competent in our dealings with him. His support in organising our financial matters has been invaluable . We highly recommend Bill. “

Bernadette, 56-65 - 08 Nov 2016
 
 

“Bill explanation of the proposed plan and it’s benefit to me was easy to understand.”

Bernadette, 56-65 - 10 Oct 2016
 
 

“Bill listened carefully to my situation and priorities. His advice was clear, tailored to my circumstances and well- thought out. “

Nick, 46-55 - 05 Oct 2016
 
 

“Dealing with Bill Savellis has been nothing short of professional and rewarding , his service delivery and results have been very efficient and a pleasure to do business with. I have had nothing but an exceptional service and the advice I have received has been correct and perfect for my lifestyle goals and objectives…”

Tony, 35-45 - 02 Sep 2016
 
 

“I have used Bill’s services for a long time and will certainly continue to do this as he always demonstrates such excellent financial knowledge and advice with our super investments and retirement planning. Thank you Bill.”

Gerald & Helene, 65+ - 20 Jun 2016
 
 

“Bill has the ability to explain difficult to understand and complex financial processes in language that is meaningful to his clients. Most importantly, I have found Bill to be exceptionally honest, and he is clearly a professional who works for his client’s best interests, and does so with a passion.”

Jacob, 46-55 - 07 Jun 2016
 
 

“Bill Savellis has been my personal Financial Planner for the last 10 years and has always provided me with an outstanding level of service and knowledge for my growing family’s needs. Bill is always prompt to respond and understand our objectives by putting into place the starategies we require to not only create our wealth but to protect our assets. We highly recommend Bill Savellis services. “

Elizabeth, 35-45 - 23 May 2016
 
 

“He’s a great guy. Will not deal with anyone else.”

Ashia, 35-45 - 17 May 2016
 
 

“I have found Bill’s conduct to be highly professional, and I also introduced him to my brother to manage his affairs.”

Jonathan, 35-45 - 17 May 2016
 
 

“I have found Bill to honest in giving his opinions which admire and has kept me updated with market trends on a continual basis. “

Robert, 65+ - 14 May 2016
 
 

“Bill has been advising us for a few years now and I have always found Bill highly diligent, motivated, great communicator and looking out for our best interests”

Lars, 35-46 - 28 Apr 2016
 
 

“I find Bill an honest, honourable, diligent and genuine Financial Planner that really does have your best interests at heart. He is also very diligent and always follows through on his promises. I do not hesitate in recommending him to all who I associate with. Pasquale”

Pasquale, 46-55 - 26 Apr 2016
 
 

“An excellant Financial Advisor who goes out of his way to help”

Ken, 65+ - 24 Apr 2016
 
 

“The previous financial adviser from Infocus left the company and didn’t inform/contact me. There was no follow up at all on where my superfund is at. It was not until I called Infocus a year later to give me an update on my Superfund, then Bill took over my portfolio. He has now been updating and regularly contacting me to give advice and/or updating my current situation. “

Imelda, 35-45 - 24 Apr 2016
 
 

“Bill has been very helpful and has tailored my finances to suit my needs, while still making sure that my investments are still moving forward.”

Joseph, 46-55 - 22 Apr 2016
 
 

“Bill is very helpful and is very good at what he does and the advice he gives”

James, 46-55 - 22 Apr 2016
 
 

“Bill has been helping me with my super, insurance and investment planning for close to 10 years and more recently helping me with my retirement planning. He has always been knowledgeable and patient with providing me with solutions in these areas. What I really appreciate with Bill is that he never tries to ‘hard sell’ you on any of his solutions, which is rare with financial planners. “

Paul, 56-65 - 22 Apr 2016
 
 

“Has been a trusted adviser for the last 5 years, honest, reliable, and doesn’t oversell.”

Upul, 35-45 - 22 Apr 2016
 
 

“Bill has always been very helpful and quick to respond to my queries”

David, 35-45 - 22 Apr 2016
 
 

“Bill’s help has been invaluable in our recent health crisis and the insurances he advised to put in place has saved our financial situation. He has also been a great source of advice in setting up our SMSF. Bill has been a steady and reliable adviser over many years and, I hope, many more to come.”

Barry, 46-55 - 22 Apr 2016
 
 

“I am a small client but he looks after me like one of the big boys.”

Michael, 46-55 - 22 Apr 2016
 
 

“I’ve been with Bill for many years, and am extremely happy with his care and investment service. Not only do I feel my money is in capable hands, but Bill has helped educate me about investing as well. My knowledge in money matters has grown enormously, in part, thanks to his clarity, experience and patience. “

Peta, 56-65 - 22 Apr 2016
 
 

“Bill is an great adviser, with excellent industry knowledge. Bill is always very helpful. “

Tony, 46-55 - 22 Apr 2016
 
 

“I am pleased with the advice Bill has provided in respect of our income protection and life insurance policies. It would be nice if Bill follows up every 1-2 years to confirm if the policies still meet the customers needs.”

Roland, 46-55 - 21 Apr 2016
 
 

“Bill is a fantastic adviser. He’s professional and personable. Its clear that Bill loves his job and as a result he’s great at it. i have no hesitation referring his services to anyone.”

Anthony, 35-45 - 21 Apr 2016
 
 

“I have Known Bill in a professional sense for many years. He has assissted my wife and I with all matters of financial planning. He is a genuine, decent and down to earth bloke. Never one to use a hard sell approach or pressure you into decisions you are uncomfortable with. Taking the time to explain things in a language that is easy to understand. I have no hesitation in recommending Bill to anyone wanting sound financial advise.”

Miles, 45-55 - 21 Apr 2016
 
 

“Very satisfied with service and attention Bill provided myself and my family over many years. Our professional relationship is ongoing and will slowly increase the scope of service as we move through life phases. Bill is a reliable and trusted professional that has helped me greatly over the years.”

Rick, 35-45 - 19 Apr 2016
 
 

“Thank you Bill for the amazing financial help. For years I have never known how much I can save, spend or invest. With your help I now have a clear vision and goals. “

Lisa, 35-45 - 19 Apr 2016
 
 

“Bill has been our financial advisor for several years, he has assisted my wife and I in bringing our spending into line, so much so we are now in a good situation. Bill has always been there for assistance with Centrelink, strategies, the latest, investments, a regular newsletter to keep us informed. He goes out of his way to give us advice in all areas of financial planning.”

John & Christine, 65+ - 19 Apr 2016
 
 

“I recommend Bill wholeheartedly to anyone and without any hesitation. He always takes the time to listen before he makes recommendations that are tailored just for you, well thought out, explained clearly and achievable. “

Paula, 45-55 - 19 Apr 2016
 
 

“This is an area that worries me as it is our future and Bill has taken control and been on the front foot all the way through the process. He keeps us informed and I feel he looks after our best interest. No trouble in recommending him to anyone with these needs”

Joseph, 65+ - 14 Apr 2016
 
 
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