A satisfied client is the main goal and motivation behind every financial planner. As a professional fiancial adviser, nothing is better than hearing that I have accomplished a client’s goals and needs. Below are just some of the comments about their experience with us.

"I have had the pleasure of knowing Guan Un as my financial advisor for the past 6 months. At the age of 36 years I found myself single after a failed marriage. I needed help with personal wealth creation and advice on how to manage my money for the short and long term. I feel now that my finances are in safe hands and am excited about my future prospects.

I have found Guan to be an approachable, hardworking, honest and generous person who has the ability to get on with people from all ages and backgrounds. Guan is also an active member of the community volunteering his time at a local primary school.

He has a likeable personality, great communication skills and always speaks at your level.

I therefore have no hesitation in recommending Guan to take care of your financial goals no matter how big or small."

Brent Temple
Calamvale QLD 4116

"I first met Guan in 2009 when he was employed by the company which handled my financial portfolio. I was very impressed with the friendly and professional way in which he took the time to explain every detail so it was easy to understand. I had no hesitation in transferring my portfolio over when he started his own company Anxin Wealth Management. I am extremely happy with the advice I have been given with the same professional and friendly service."

Patricia Long,
Wynnum West, QLD 4178

"I am 32 years old and have a combined debt of just over 60k. After spending two years overseas working and travelling, it was easier to ignore the mounting debt I had left in Australia.

Now that I had returned to Brisbane to live with my parents and 6 younger siblings, it dawned on me that I needed to make some drastic changes to turn my life around.

I searched the internet and found; the FPA's Financial Planning Week; initiative; offering free advice and thought I'd give it a try.
I was contacted by Guan the following day which surprised me as I had my reservations about what sort of assistance I would receive and whether I would end up having to pay fees.

Guan was very responsive to my queries and his emails were encouraging and it gave me courage to sit down and write down my expenses and to gather the information I needed for my appointment as I always found this part to be the most difficult.

At the end of my appointment with Guan, I felt like I was finally taking some control over my finances. Guan was very helpful and I felt so motivated after our meeting.

I feel like Guan has helped me to start heading in the right direction, I have since set up a budget to tackle my debt as well as still be able to live. I feel so empowered and in control now after making a few simple changes in how I manage money.

Because of my experience, I was able to encourage my parents to see Guan and have also made recommendations to family and friends about the importance of financial planning and how it helps yourself as well as your family.

I am grateful to the FPA for the initiative they have set up to help people whom in normal circumstances would not have otherwise sought help. I am also very grateful to Guan and feel that he is an asset to this industry. My parents whom are disadvantaged and do not speak English well were very taken with Guan, he shows compassion and understanding which you don't find nowadays. I would not hesitate to refer anyone seeking advice in relation to their financial situation to Guan.
         
I hope you and your family are well."
         
Take care
MH
(Name and address withheld)

"My financial planner Mr Guan Un offers FREE presentation/advice to our staff members. As his client myself, I would highly recommend him to you as he always went extra miles in helping me. I had other financial planners before but none was as great.

He stressed that everyone at different stage may have different goals, and you don’t need to be wealthy to need a financial planner. He will give strategies to help achieve your goals. If you want to find out more about his service you can email him at gun@anxinwm.com.au"

Rick Chiang, MPhty (manipulative), BPhty, CMP, RMCP, RTP
Director
Pain Free Physiotherapy Pty Ltd

"Guan Un has been my Financial Advisor while working with T**** Company. I have found him a competent, caring Advisor who strives for the best for his client, incorporating the clients' needs as well as showing consideration for client preferences. He is a personable young man, with a happy disposition, friendly and willing to oblige wherever possible."

Margaret (Meg) Stoker,
Regents Park, QLD 4118