Manly Financial Services

Thank you Manly Financial Services and the team.Be it information relating to Superannuation, life insurance or brokerage services, your wonderful team has always been there to help and take the stress out of organising such matters.I would proudly advise anyone who is in need of personal financial services to come and see the team over at Manly Financial.Look forward to working with your team for many more years to come.

i have had my portfolio managed by John Alford up until last year , during this time John has been exceptional in all aspects .Paul Hughes has taken over from John & he has carried on with the same great service .Paul responds to my enquiries promptly & is a credit to this organization

Paul Hughes of Manly Financial Services has been managing our Superannuation investments for many years now. The company offer excellent advice, investment options and ongoing management of all our financial needs. Paul is easy to talk to, knowledgeable, attentive and professional in all aspects of his role in the company.When we moved interstate we had no qualms in continuing our relationship with Manly Financial Services and Paul in particular. We have zoom meetings regularly, complete paperwork electronically and have a face to face meeting whenever the opportunity arises.Most of all, our investment continues to exceed benchmark comparisons due to the attentive investment team behind the scenes.

Manly Financial Services have been looking after my Superannuation for several years now. First with John Alford and the past few year with Paul Hughes. This company really cares about their clients. Paul is a very caring and patient man, explaining everything in a language we understand. He works hard to get us the best returns for our investment and is always there either at the end of the phone or via a zoom conference whenever we need him. When we moved to Queensland, none of these services diminished. We couldn't ask for a better person to be looking after our finances in our later life as every dollar counts these days. Can't recommend Paul highly enough, or the company he works for.

Rang the office to discuss my needs . Was told someone would call me back . One week later no call . So call again and get told ? That my account was not worth there time as I am just a working class pleb . Typical Of Northern Beaches Companies . Upper Class Bogans that think they are a cut above the rest .

I just want to say a huge thank you to Zareh at Manly Financial Services, I've been dealing with him for a few years now, firstly when purchasing my new home and most recently for refinancing, he always does an awesome job making sure you are kept in the loop through the whole process and is happy to assist wherever possible.If you are looking for any personal financial advice do not hesitate to contact the team at Manly Financial Services.I Look forward to working with you further in the future.

I can definitely recommend Krisu Patel and Manly Financial Services, he has very good knowledge and knows what client requires to provide proper advice. Definitely 5-star from my side.

Paul maintains a clear overview of my changing financial landscape and sound judgement about the best way to arrange my accounts and he is always great with reminders about any compliance processes. He's generous and specific when explaining things, enabling me to feel competent and informed about my financial life.

Krisu, You’re the best!I am sure my financial situation improved so much since you became my financial adviser. Thank you for all that you’ve done for me and my wife and daughter. My wife is grateful that we are building an emergency fund. I’m so glad to have you as my trusted financial adviser.I am much more comfortable contributing funds to my investment portfolio after you introduced me one of the best investment firm in Australia.I appreciate the extra time you spend answering my questions. I really appreciate that you are always responsive to my phone calls and emails.Thank you for explaining and introducing the various forms of insurances and how each one works and helps differently in emergency time. My renewed Death, TPD, Income Protection, and Trauma insurances are way better covers me with less premium compared with my previous insurances that I have had. I am happy with my selection based on your recommendations.You’ve helped me understand the basics of how superannuation companies’ insurances are differently cover a person that might not suit all the person's need. You taught me how to be cautiously choose the best insurances.Perhaps, I will be able to retire early thanks to your excellent guidance. You’re a wonderful adviser! Thank you for providing detailed information about the investment portfolio and firm for my future and retirement time. I’m confident in my budget and investing choices. You’ve helped me greatly, and I appreciate your help in understanding what are the costs and risks of these investment portfolios.For the first time in my life, I feel confident with saving, spending, and investing.I highly recommend Krisu to anyone who I know from friends, relatives and colleagues, etc. to take advise through Manley Financial Services especially from Krisu.Thanks a million,Ali Razavi

We've been dealing with Zareh for some years now. We would like to express our appreciation for his continual financial advice, guidance and professionalism, particularly in the last couple of years, reassuring us with a feeling of certainty. Also, his expertise as a mortgage broker helped our daughter purchase her unit recently. The whole lending process was smooth and faultless. We would highly recommend him for financial advice and buying a property. Thank you, Zareh and team for your service.