Testimonials

Testimonials

What Our Clients Say

Read some testimonials provided by our clients below. To learn more about how we can help you reach your financial goals, contact our office.

Financial security in retirement

Last year we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you which have served a number of purposes including our retirement expectations and longer term financial planning for our retirement. Given the fact that we are both long term government employees with two different superfunds we were not confident of making the correct decisions that would support our retirement.

We would like to express our thanks for the work you have done for us during this time. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring and supporting us in a time of uncertainty combined with the tight time frame place on us due to our current employment situations and opportunities.

Your continual advice on financial planning issues has saved us significant amounts of money and the ongoing support and help has made it possible to make the transition into retirement without having to worry about the overwhelming burden placed on ordinary people when making these decisions.

The passion, knowledge and genuine interest shown to us in achieving the best for us as clients is what makes a truly professional Financial Adviser. You and your team have offered us this and more during our short journey. Your dedication to us as clients sets you apart from others and I would highly recommend FROST Financial Planning to anyone wanting to achieve better financial outcomes for their future.

We both look forward to your ongoing help and assistance over the coming years.

Peter and Tanya A., Darwin.
January 2019
Thanks for your help last year to wind up our SMSF, and to recover the fees that we had paid out. We realise now that we never should have had a self-managed super fund.

It is good to be able to deal with advisers who we can trust, and we wish you all the best for the coming years.

Rob G, Sunshine Coast.
March 2019
Client wanting to know if she can afford to retire

I was referred to Frost Financial Planning by my accountant. My financial situation had recently changed and I required advice on whether my future plans were financially realistic. I wanted to stop full time work in four years, sell my home and move closer to my family.

It was important for me to find an advisor that would listen to what I wanted to achieve in the four years leading up to ceasing full time employment and not just focus the discussion on superannuation planning.

I was slightly anxious on my first appointment; however David Smith is a calm and considered man who listened and acknowledged what I wanted to achieve financially. David presented information in a straight forward way. He made the information easier for me to understand. I was particularly pleased that David did not try to sell me financial products when developing my financial plan.

David’s advice addressed my financial concerns. I now have a financial plan in place for the next four years and a greater understanding of my future financial plans for retirement. I would be happy to recommend Frost Financial Planning to other people.

57 year old Female Teacher, Darwin.
October 2013
Clients Saving for their first home

Acting on our advice, our clients had commenced an investment plan several years ago while residing in the NT. When they moved interstate they were able to purchase their first home. After completing their purchase, they forwarded an email to our office.

“Thanks David. We hope to still be able to keep investing and pay off our mortgage. You have been our saving grace over the years and without your guidance, we would not be in this situation that we can put a deposit down.”

January 2014
Slide title

Clients entering retirement

You have helped enormously in realising one of our life dreams - to achieve retirement at 55 years following long and fulfilling careers in the public sector in the Territory. We never thought it possible until you and your efficient and helpful team made it possible.

We are absolutely delighted with your service. We would like to express our gratitude for really listening to understand our needs and lifestyle aspirations. What really impressed us were your depth of knowledge in the complex area of super and common sense approach. Particularly reassuring is our certainty in the absolute integrity of your dealings with us. Moreover, it is really refreshing to work with a financial adviser who truly cares and engenders trust and respect.

For all these reasons, we gladly recommend your services whenever possible. May you prosper, along with your clients.

Warmest wishes.
D & A Ellis
September 2014
Retirement

Retirement

I contacted Frost Financial Planning this year because my accountant suggested that I should. A lot of the questions I was asking him related to retirement. I have dealt with financial planners in the past and have always been disappointed. Being a single female, I was wary about approaching another one.

My experience with Frost has been very different. David and Aayush are very professional and have put my mind at ease. They have patiently answered my queries about a range of things. I feel relieved knowing that my financial affairs are being managed professionally for me and I can focus on other things.

I would happily recommend them to anyone who is planning for retirement.

MT, Darwin.
July 2023

Button