Testimonials

After working all my life in England, I retired, and moved to Perth with my wife in 2001.

Needing financial advice and help in planning for our retirement, we were very fortunate in being recommended to Mark Washfold.

Mark, with his two sons, Aaron and Andrew, make a great team, are always available to answer queries by phone or in person, nothing is too much trouble for them. This is very reassuring.

The financial plan devised for us has been highly successful, enabling us to live a very comfortable lifestyle.

Mark is totally professional, a man at the “top of his field”.

We are very satisfied clients and would highly recommend Washfold Financial Services.

We regard Mark, Deanne, Aaron and Andrew as very valued friends.

Graham and Dawn Taylor

 

I have been working with Mark Washfold from Washfold Financial Services for over 20 years. He has handled our Life Insurance and Trauma Policies for all of that time and more recently my financial planning arrangements.

Anyone can sell you a life/trauma insurance policy but having someone like Mark liaising with the insurance companies at those awful times in your life when you have to claim on such a policy made such a difference to me. This is when the value of having someone like Mark working for you makes a world of difference.  Someone who knows how the insurance systems work and sets your policy up properly in the first place and helps you work through a claim when your life is upside down.

Washfold Financial Services has an open and consultative approach to financial planning, coupled with a considered approach to both risk management and lifestyle requirements. This meant that I was able to sort out my financial planning arrangements with them with full confidence that my funds are secure and I am getting the best out of my money while I work towards retirement.

I have recommended Washfold Financial Services to many friends, family and work colleagues of all ages over the years and have no hesitation in recommending them to anyone who wants a knowledgeable and trustworthy specialist in Financial Planning and/or personal insurance policies.

Deborah Thame

Managing Director

Scientific Technical Services (Australia) P/L

 

Dear world,

With our retirements looming, my partner and I had been searching for a Financial Planner for a number of years. Past appointments with others had lead to disappointment as the “advisers” tried to sell us policies and schemes that we were locked into.

What a breath of fresh air it was to speak to Mark Washfold and his sons, Aaron and Andrew. We felt that they were genuinely interested in our lives, and that they really enjoy helping people to make the most of their assets and to plan for their future. Their advice has been brilliant so far and has covered everything from Health care cards to insurance, investment strategy to lifestyle requirements, Enduring Powers of Attorney to property sale – or not. Once we had made a decision, they actioned our investment strategies and (most importantly) they monitor the markets, ensuring that we remain in the most advantageous position for the current climate.

Mark has given us sound advice regarding aged parents and their pensions and how best to help our children achieve their goals without depleting our own resources. He is a fountain of knowledge on just about any financial subject and, best of all, he loves his job and takes great delight in helping us through the labyrinth of investments, pensions and superannuation funds. Washfold Financial Services charges are very reasonable considering the level of service that we receive and the initial costs have already been repaid by taking Mark’s advice on a couple of items. We recommend this wonderful team unreservedly.

Thank you Mark, Aaron, Andrew and Deanne for all you help. You have made the world of finance a far less intimidating place.

Sincerely yours

Barbara Warren and Derek Goforth

 

Washfold Financial Services is a family concern with Mark, Deanne, Andrew and Aaron making this a supportive and successful business. The welcome mat is always out!

I have been a client of theirs for many years and have found that whether the advice needed is small or large, they are ready to assist.

Help has been available and good advice no matter what the financial outlook!

If you want honesty, integrity and a slice of good humor, this is for you.

Mandy Dunk

 

“Our young family moved to Perth from overseas in 2013 and needed to get our financial state/security in place. We were very fortunate being recommended by friends to see Mark Washfold.

We were very impressed with the service and felt understood and in the best of hands.

We set up a staged approach and ensured our insurances were suitable and in place. We purchased a home and from there we organised our personal wills and POA.

This year we have been working with Aaron on Financial planning in order to secure our future retirement.

We are now looking at our overseas super funds and how best to work them to our advantage.

We would never have been able to achieve what we have, let alone known where to start with it all if it was not for the Washfold’s.

On reflection its been wonderful with their support, direction, advice and warm approach in helping us achieve some financial well-being and security.

We cannot recommend the Team Washfold’s highly enough. They have your back all the way.

Susanne and Leo Beyers