CLIENT STORIES


MELANIE AND JUSTIN

"We met Dan and Louise through our local AFL football club and first thought of using Indigo Financial Services when we got married and needed to sort out our joint finances.

We looked at saving money, wealth creation for our kids future and superannuation, including life insurance and income protection. It was then that we learnt about the importance of super death beneficiaries and this was especially relevant with our blended family. We plan on being around for some time yet but it's nice to know that Plan B is ready to go for our children's future.

The process to sort out our super and insurance was really straight forward and they kept us up to date along the way. They also gave us some handy tips on saving money.

We like that we can chat to Dan and Louise regularly as our family grows and this helps us to become financially savvy and in control of our future. We would recommend them as financial planners for sure."

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.


Pauline and Graham

GRAHAM AND PAULINE

“From the moment we were welcomed into the beautiful offices at Indigo Financial Services we felt completely at ease. 

Graham has as had some health issues that have meant he had to give up his work. Daniel and Louise have been wonderful in assisting us with our financial planning decisions and making us aware of the many options open to us through our insurances and superannuation. They have assisted us with transition to retirement advice and continue to support and advise us about disability insurance access. This has made our life so much easier as we were really unsure at the time of what we could do about the future.

Daniel and Louise have also assisted our daughter to put a good budget into place and gave her the tools she needed to plan for her future.

We have been extremely happy with the service provided to us and would not hesitate to recommend them to anyone looking for clear direction or advice about their finances.”

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.