How our continual improvement journey benefits our clients
20 September 19  /  News

As independent lifestyle financial planners, we keep our clients’ best interests at the heart of all that we do.

As part of this commitment to our clients, we proactively adopt and refine emerging technologies to ensure that we can continue to provide services that are straightforward, flexible and highly-efficient.

With the recent roll-out of our MCFP Connect online portal and app, our clients are able to access all of their finances in one place, 24/7. With hectic schedules and commitments, this process removes access barriers by placing our clients in complete control - they can view their financial profiles at the time that best suits their lifestyles.

Recently, we were delighted to receive the following testimonial from Gareth Evans. We have been working with Gareth for over 10 years, and we are pleased to be able to share Gareth’s feedback with you:

“I started needing financial planning as my extended family and responsibilities grew and Mathews Comfort was recommended to me. They have been assisting me now for over 10 years and have always listened to my needs, making relevant suggestions on options at all times. With a hectic work and personal life, the regular review sessions with my advisor are very easy to organise and are an important checkpoint for me to see how my investments are progressing and to review any changes in my plans and circumstances.

Dan is always well prepared for the reviews and always very prompt with follow up afterwards. Throughout my relationship with Mathews Comfort, I have always felt that my investments are being well handled and that their use of technology to support the process has evolved with the pace of the industry. I have no hesitation in recommending them to friends.”

- Gareth Evans, a client of Mathews Comfort for over 10 years

With our flexible and proactive approach, we are able to stay on our clients’ journeys with them as their needs evolve and their priorities change.

If you would like to find out more about how our services can help you to achieve the things that are important to you, please contact us here and one of our friendly team will be in touch.

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