“We have been clients of Murray Mallee Financial Planning for many years.
The service provided includes a proactive Review Program as part of our Ongoing Service Agreement.
We are very thankful for the expertise provided and attention to detail. We meet with Chuck on a scheduled basis for an annual review meeting where Chuck presents a detailed report of our investments performance for the last 12 months, we discuss our current situation and goals to ensure the strategies we currently have in place are assisting us in achieving our goals.
Beyond our scheduled annual review meeting, Chuck is always approachable to discuss any issue or change and he reaches out to us about particular updates relevant to us. We always feel in the loop, receiving interesting news updates and seminar and function invites.”
- Bill and Helen -