Platinum Group Reviews

Myself and Joanne recently had our annual review with Trevor Johnston in relation to our retirement investments. Trevor is very knowledgeable and explains things in a way you can understand and very much puts you at ease. Overall it was positive experience and we are very happy that he is advising us with our investments.

Very informative, answered all our questions and made us aware of the importance of Probate.

Met with Johanna who was extremely knowledgeable and helpful in assisting our understanding of pension options. Johanna was professional and her explanations were clear and enabled me to decide on an option with which I am very happy. She was friendly throughout and made my wife and I very comfortable with any questions we had. Thank you for this.

Very professional, friendly and useful advice

I contacted Will about my retirement. I requested financial advice. Retirement is a difficult decision to make, and I have to say Will made this decision to understand financially. The clarification of my situation was explained very well. Will is easy to listen to, and I would recommend him to anyone for advice on retirement

I was still unclear about my retirement options but Philip explained everything to me so clearly. Philip was also very happy to walk me thought the various option scenarios I had been considering. I would thoroughly recommend a consultation with Philip at the Platinum Group to my colleagues.

Philip was extremely helpful guiding me with advice re future retirement. He was clear in his advice.

I was planning my retirement and wanted some financial advice. I took the retirement webinar and found it really helpful and signed up for further advice. I was so blessed to meet Johanna. She is a complete professional who really knows her stuff. She helped me assess my personal situation, used vocabulary I could understand and gave me sound advice. At no time did I feel pressurised to have to do anything I didn't want to. Johanna was so patient, explaining everything as often I needed it and never once made me feel silly for asking yet more questions. She even went over and above helping me to decode the language in my retirement application form. Johanna gave me the help I needed with such a positive manner I had no worries about recommending her services to a friend.

I have returned to Platinum for years now. Johanna is always professional and provides a friendly and efficient service. She has been so helpful throughout the process of getting a new mortgage.

Thanks to Johanna for all her help & advice. This was very worthwhile meeting!

I received excellent advice from Trevor Johnston regarding planning for my retirement. Trevor was extremely knowledgeable and provided detailed pension projections based on a number of different scenarios. Overall I had a very positive experience and am very thankful for his help and advice.

I had a meeting with Will and I have gone from knowing nothing about my pensions to now having a full understanding of my entitlements. Will's explanation of how pensions work was done in such a way that I was able to follow and grasp all that he was pointing out and I left the meeting feeling very positive. Will has a very friendly manner along with an extensive knowledge of financial matters, he not only put me at ease but ensured that I fully understood everything before I left the meeting. I thoroughly recommend Will to anyone who needs financial advice, no matter how small. Thank you, Will, it was a great pleasure to meet with you

Thank you for all your help and very sensible advice. We have confidence in your ability to guide us .

Excellent advice and support helped me confirm and progress my retirement planning. Couldn’t have done it without them.

I couldn't recommend Platinum Financial Planning highly enough. From our first contact with Kerry who was helpful, accommodating, supportive and knowledgeable. I found Kerry to be welcoming and took a great deal of trouble to prepare us ahead of our face-to-face appointment from the moment we made the initial, tentative phone-call. Johanna was insightful, well prepared and genuinely interested in our situation. She was extremely well-informed and took the time to explore various scenarios of our particular financial situation. I felt that we could trust Johanna and that the information we received prepared us for all and any eventualities. We left PFP much more confident and well informed about our future - thank you Kerry and Johanna.

Ample time given to us to explore options and come to the best solutions for our financial requirements.

I am a teacher and intend to retire at the end of this academic year. I was able to book a free consultation with Platinum Financial Planning through my UTU membership. Johanna had previously helped a close friend and colleague of mine to sort out the details for her retirement, so she came highly recommended to me. I was immediately put at ease by Johanna. She had a lovely manner and obviously knew what she was about. I had no idea what to do about my retirement benefits but Johanna crunched a lot of numbers and was able to tell me what all of my options were. She gave me sound advice, which I really appreciated and I came away feeling more confident about my future financial situation. My TP4 Retirement Form has now been completed and given to my Principal. I am now looking forward to a long and happy retirement! Johanna was amazing and I would highly recommend her to anyone who needs financial advice.

Johanna was friendly and easy to talk to. I am not very competent in this area and she guided me through all the information clearly and succinctly.