What Our Clients Say
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Mr David Fleming
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Mr Garry Clubley
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Mr Michael Goodrick
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Mr Terry Jones
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Ginita & Justin Taylor
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Mr Tom King
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Colin & Eliza Haycroft
Prior to engaging Vivid Financial, I reviewed a number of other financial planning firms and found that none could demonstrate the same level of service offering as Vivid Financial. None could demonstrate the same holistic, proactive, flexible, incentive long-term planning approach that was apparent.
Since engaging Vivid Financial I have not been disappointed. I have found that all the attributes and qualities that formed the basis of my choice have been more than borne out in the quality of the service I have received to date.
We have been dealing with Vivid Financial for the last 5 years. In that time, we have received well considered and sound financial advice that has been tailored to our specific needs and has resulted in a marked increase in wealth. Prior to coming to Vivid Financial we sought financial planning advice from a number of firms, all of which turned out to be more interested in selling products to their advantage and not ours. Now, we couldn't imagine a need arising to obtain financial planning from anywhere else.
We have the utmost confidence in the recommendations provided by Vivid Financial because we know that the relationship that has been built up over this time is one based on excellent communications, with Vivid Financial providing the best and most timely advice to maximise the performance of our investments.
My initial aim when I engaged Vivid Financial was to build wealth over a 5 year period to allow the pay down of the home mortgage. The investment returns achieved by Santi and his team are such that I have been able to achieve this aim in half the time. I could not be happier with the result.
Very professional, with a pro-active attitude that ensures I get an excellent return for my risk profile.
Not only is every team member at Vivid Financial incredibly knowledgeable, their customer service is by far the best I have ever experienced from a service organisation. From the reception staff through to the senior management, I am always made to feel very valued - which is rare to see in this day and age.
Vivid have provided my husband and I with expert advice, while also opening our eyes to so many investment opportunities we may not have otherwise considered. Their online reporting structure ensures that we can track our portfolios regularly and with their guidance and advice, be proactive to market shifts.
I very much enjoy working with the team at Vivid and look forward to a long and mutually beneficial relationship. My only regret is that we did not begin partnering with Vivid many years ago.
I started working with Santi Burridge and Vivid Financial about 2.5 years ago. I was looking for a better return on my investments than the interest rates a bank provides, but with the same low risk. Since starting with Vivid Financial, the performance of the portfolio that Santi put together has way exceeded expectations. At all stages the risk level has been low and the returns high.
Vivid Financial have consistently provided us with quality and timely investment advice for our superannuation and wealth creation goals. The service is personalised, attentive and focussed on delivering to our particular needs. They have even provided a safe investment plan for our children. We trust them with out life savings.
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Ms Terry Hawkins
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Mr Simon Joyce
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Mr Ron Myers
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Charles & Margaret Jenkins
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Mr Paul Margereson
After having 6 previous financial advisers before being introduced to Vivid, via a friend whose accountant used them, I believed half the advisers were only interested in their margin and some others seemed OK but never appeared to be proactive, especially if their margin was to be reduced. I only had one guy I totally trusted, but unfortunately he too, was not proactive. Most advisers seemed slow at returning phone calls and were often hard to get at 'a moments notice'.
Consequently, I joined Vivid in February 2008 amidst the turmoil at that time, after speaking to 3 current investors, who were chosen by, and initially kept in frequent contact with, Vivid, but then developed the confidence to 'leave them to it'. My personal experience has been positive, with prompt return of phone calls or other communication, frequent immediate access to the advisor (Mark) and access when I did call to 'the brains trust' (Santi).
I also attended an 'Investors Update' presented by an outside colleague, which was professional and informative. My investments have been changed by Vivid due to changed market conditions, reflecting the proactivity I missed earlier.
I would note that they do not choose a few managed funds then seem to forget about them, they use no managed funds! Overall, after a short period, under adverse market conditions, they retain my confidence, but I will say this, hopefully, with even more conviction in a few years time!
We build our reputation on the 'value add' of our time. I never really knew the impact of such generosity until last night when my gratitude for what you had done was quite overwhelming for me. Thank you for being so authentic.
I was very happy with my last financial adviser who had created some great financial disciplines and a solid structure utilising the SMA, however Vivid Financial have taken me to the next level and have the service to back up their IP. They provide impressive econometric modeling going beyond the investment… analyzing all the way down to the finer details of bank account structures and monthly payment systems that ensure more efficient tax reporting.
My reasons for partnering with the Vivid Financial team relate to my desire to become more involved with the selection of my investment options; to better understand the benefits and risks associated with these options; and to receive a much improved quality of service and advice. I wanted a relationship built on trust and one with someone who demonstrated a culture of constant improvement to the benefit of their clients.
Through Santi and Mark, and the rest of the Vivid team, I believe I have found what I'm looking for. Whilst our partnership to date has been relatively short, I have been impressed with their service; attention to detail; and guidance, through what are testing times. I look forward with confidence to a long and prosperous partnership with the Vivid Financial team.
Vivid Financial has been the perfect partner in our retirement. We have enjoyed a very good income combined with a steady increase in the value of our portfolio. This has been achieved with a conservative approach towards our investments with which we feel comfortable. Santi is always available for any queries we may have and we are able to keep up with the day to day position of our investments via the website. We would recommend Vivid Financial (AFS) to anyone requiring a worry free retirement.