Tim, you are a world class coach who really listens, gives a great deal of well thought through advice and guidance and are generous with your time, information and scrutiny. I feel well supported, and am learning much from you.
What has been of most benefit to me is the one to one mentoring I receive from my mentor. This has really been amazing and I am happy with the plan that we have worked on together and how we are progressing with that plan. My coach is a fountain of knowledge.
We would like to thank Liam for all his help with our finances. We found his expertise in the financial field was excellent.
His friendly,”down to earth” and relaxed manner certainly gave us a lot of confidence to use Mentor 1 as our financial advisors. We would certainly recommend Mentor 1 to friends and family.
Like so many other conservative investors entering retirement I was caught by the chaos and distress of the effects of the GFC on my super and retirement arrangements.
However, with the professional assistance offered by Leon Phillips and his team the task of restructuring and rebuilding has made good progress over the past year.
I imagine circumstances vary from client to client but Leon’s grasp of the options and avenues available has provided the measure of financial planning knowledge I think all retirees are seeking.
The lessons of recent years have left a legacy of uncertainty in the investment world. Having confidence in your financial adviser is a key consideration.
I think it’s worth having a talk to Leon. He’s not afraid of tough questions and he will make every effort to help you secure your financial future.
After all, that’s his business.
Tim has provided me with guidance and very valuable advice. It provided me with great confidence to know Tim is just a call away and I could bounce ideas off him and he would give me useful and honest feedback with my best interests at heart. I can definitely recommend Tim for anyone interested in the property market. He provides a comprehensive service of a very high quality throughout.
Mark has always impressed us with his thorough knowledge and understanding of what we are trying to achieve and his ability to liaise with financial institutions to provide excellent financial solutions for us. We would not hesitate in choosing to engage Mark again for any future home purchases.
Tim has been genuine, practical and set us up with a strategic plan catered to our goals. Tim has always put our interests and goals at the forefront of his mind, even cautioning us when we were going to jump into something too impulsively. We are close to the goal we had set with Tim in our very first mentoring session and we sincerely credit Tim’s wealth of support and knowledge of the market for this. If you are looking for an introduction to investment or mentorship you cannot go wrong with Tim Murphy.
My partner and I had reached a point where we needed to assess the best way to handle what savings and investments we had as well as consider planning for the future and retirement. I had recently noticed an advertisement relating to the services that Leon Phillips had to offer. After contacting Monta and Leon, we were provided with a questionnaire to determine our current situation and what we would like to achieve and in what time frame. The information provided to Leon also assisted us in understanding where savings and benefits could be made. We had many questions and concerns, and after the introductory and subsequent follow-up meetings, we felt comfortable that we had received sound and balanced advice. All changes that we have made to superannuation and insurances were handled efficiently by Leon, who is always friendly and approachable and available to answer questions or to explain processes if required. It is through Leon’s advice and contacts that we have been able to purchase an investment property which is something that had never entered our minds. We feel that Leon will continue to monitor our situation and provide trustworthy advice on a regular basis.
My mentoring coach Tim Murphy has been a world of knowledge. The time and effort with the information Tim has provided me I’m very grateful and thankful for. Also from a personal note, I had some personal issues going on and Tim helped me through the little challenges I was experiencing which I found nurturing and very helpful, which tells me he’s more about genuine relationships than just a business.
Tim has always remained impartial and a consummate professional as a coach and mentor. For those with a significant property portfolio, I would highly recommend seeking Tim’s assistance as a sounding board and, ideally, as a property coach.
Tim has been invaluable in assisting us with the purchase of an investment property and undertaking a subdivision. He has been in constant contact and is
always available to provide advice. He has a real feel for the market and has been accurate with his estimates provided. Thanks for all of your help Tim.
Tim discussed what Iwanted to achieve, understood what types of investment I was comfortablewith and together we came up with an action plan. They have been willing toeducate and be patient when I have asked them to explain again. I really appreciate and acknowledge your expertise.
I actually tell everyone that I have a guardian angel….
I met Liam Diggin some 10 or more years ago through the set up and management of my Super-Fund which has had constant ongoing financial success. Since then I have engaged with Liam to set up and run my husband’s Super Fund, our life insurance, income protection insurance and importantly have sought ongoing financial mentoring and advice.
Liam has an ability to see a strategic pathway for financial security. He guided us out of a rental property into a successful property purchase and further strategic property transactions. Brokering banking and agent fees along with showing interest in changing personal circumstances I feel secure knowing that all my financial health is managed and is in safe hands with Mentor 1.
Just over a year ago Liam helped me find a pathway through a further property purchase which resulted in a windfall of over 30% in 7 months, not to mention a healthy and growing super fund. Liam’s financial mentoring and guidance has been an invaluable source of comfort and security. I am very fortunate to receive his ongoing help and advice.
We just wanted to drop you line and tell you how happy we are with your services. It is wonderful to be able to speak to someone who explains our super and investments in language we understand.
We feel part of the process and comfortable with the way our money is invested. Your advice has been invaluable and we look forward to a happy and stress free retirement.
More than that though, we love the personal, caring attention we receive from you and your staff.
Nothing is ever a problem, we always feel that everything is completely upfront, and how amazing in this day and age – our phone calls and enquiries are ALWAYS returned and answered promptly.
We feel that not only have we acquired a financial advisor who we have great confidence in but at the same time we have gained a truly trustworthy friend, who cares about us and our future. We would recommend you and your team to anyone looking for security in their retirement.
Greg and Carol
Last year we were thinking about selling our property and Tim advised not to. This was contrary to what others had been telling us. Because we trusted Tim we took his advice and the property has since grown by $100k.
Mark’s approach to our situation was first rate on every level. He gathered all the information needed to assess our situation, and asked questions about our future plans and what matters to us. His communication with us was always timely, accurate and professional. The results for us have been brilliant. Our experience dealing with Mark Small has been overwhelmingly positive. His thorough, professional approach combined with his hard work on our behalf has made a significant improvement to our financial position.
In 2004 we were fortunate enough to be introduced to Leon Phillips based in Sydney. Shortly after, Leon became our advisor and to date has provided us with a unique, friendly and personalised service.
In 2005 we relocated to Adelaide and Leon maintained his role as our advisor and providing us with bi-annual home visits, regular phone calls and emails to ensure our financial affairs are performing well.
Leon has provided outstanding service and advice for us. He goes above and beyond the expected services of your typical advisor.
Leon has been confident and consistent with his advice, he explores all opportunities available and provides us with regular recommendations.
Leon isn’t just an advisor, we also consider him a friend. Someone who will remain in our lives for years to come.
We have no hesitation in recommending his services to others.
After his impressive presentation I wasted no time and rang Tim the next day and organised a meeting face to face. Since that meeting I could honestly say it was one of the best moves I could have made.
Thanks to Tim carefully working with me through one on one meetings where I was able to study the market on a much higher level than I would have been able to on my own. With the greater knowledge I now possess and the brilliant efforts of Tim we carefully designed a strategic plan to approach my goals. It’s been fantastic so far.
Mark was referred to me by a friend and quickly provided me with an overview of what he could do to assist me. After a year of many attempts at buying a home in a difficult market, Mark maintained his patience and focus with me. He kept me up to date throughout the entire process and was responsive to my questions. Without Mark I would not have been able to close the deal on the home in the short time that I did.
Thank you. I can confidently say, had it not been for your support, enthusiasm and professional information you presented to me, I would not have purchased the 2 properties I now have in my portfolio. I have no doubt had I ventured into the real estate market without your support I would have made rookie mistakes which could have been very costly. Thank you for your ongoing support.
Wanted to thank you very much for your advice on properties to purchase.
The recommendations made have are excellent and really appreciated. I now have 3 fabulous properties in my portfolio. Extremely happy with your help, support and guidance. Couldn’t have done it without you.
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