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TESTIMONIALS

Tim has a pleasant friendly and professional manner which immediately put me at ease. This being so I became confident to ask questions that revealed my ignorance and vulnerability in the financial services field and the ever-changing complexities of superannuation. I very much appreciate Tim’s patient explanations of various options available together with his enthusiasm and dedication to bringing about the best possible outcome for his client.

Marian K.

Neil J.

Walked into TNSFG for a simple review. Tim out of the blue explained the potential impact of estate tax. Unknown to me that will mean up to $30,000 -$40,000 saved from the ATO upon my demise.

 

The action required was carefully explained and charted in an easy to understand diagram. The solution was easily achieved (by TNSFG) and offered a superior investment model without significant costs.

 

Furthermore, there was no compromise of our investment philosophy or risk profile meaning we retained most of the previous investments.

 

We are extremely pleased with the outcome and delighted by the professional treatment we received.

I have found Tim to have a warm personality with a good sense of humour and is a pleasure to deal with, nothing you ask is ever too much trouble for him, he gives sound advice and is very knowledgeable when it comes to offering different avenues in your best interest for investments and retirement. Tim’s communication skills are excellent which helps me in understanding the investment plans and keeping up to date with changes in government legislation. Whenever you have an interview he knows your personal details well and what goals you have. I would highly recommend Tim Archer to any of my friends as a Financial Advisor.

Jim W.

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© 2022 by The Next Step Financial Group Pty Ltd.  

The Next Step Financial Group is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.

 

The information on this web page is not financial product advice and is provided for information only.

Our Financial Services Guide (FSG) can be accessed here

We follow the Count Complaints Handling process for any complaints.

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