What our clients say

Mike McMahon Retired former General Manager Hervey Bay RSL

My name is Michael McMahon and I have been a client of Roy Baxter, principle of Life Stages Financial Strategies Hervey Bay for the last 8 years.

Previous to me becoming a client of Roy’s I was a client of another financial planner, my Super fund was going backwards and this was before the Global Financial Crisis, my planned retirement was 10 years in the future and I was in urgent need of some sound financial advice to plan for the future.

After meeting and talking with numerous financial planners and superannuation fund managers I met with Roy Baxter, my search for help was over.

Roy went to work, after discussions with myself and my wife on what we wanted for the future he restructured our super funds, life insurance, trauma, and income protection policies. In the early stages of our association we met on a regular basis, there were many suggested changes to our port folio, these changes were explained in great detail and all questions were answered with a professional confidence that we had not previously experienced.

To our great delight our personal insurance policies were significantly streamlined for the same benefits at reduced costs and our super funds were experiencing growth, and the fees for implementing all these new benefits were a fraction of what we had paid previously for far worse results.

Over the following years circumstances change, the financial market went mad but my wife and I would meet with Roy and he always had options available that kept our super fund ticking over. Unfortunately due to health reasons I had to take early retirement, sure my super fund wasn’t where it was planned to be at retirement, but it was certainly far healthier then when my wife and I walked into Roy’s old office at Pialba 8 years ago.

We still meet with Roy regularly, when we meet we are given a printed detailed Portfolio Report outlining where our money is invested and the percentage of funds invested, options are discussed and as always Roy’s professional advice is welcomed.

From our experience you must plan for the future, personal circumstances can change so quickly, it is a great relief to both me and my wife that Roy Baxter has been there for us these last 8 years to offer sound professional and personal advice which has been tailored to our needs and lifestyle to plan successfully for our future.

I strongly recommend you make an appointment with Roy to discuss and plan for you and your family’s future.

12/11/14

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