Testimonials

What our clients say about AFP

Nothing is to Complex

Patrick Dysart was recommended to us when enquiring via friends & colleagues for someone to help us sort out our financial situation. We had found ourselves getting closer to retirement age but with a fairly complex financial situation including a challenging investment property and a SMSF and with no idea how we were going to ever afford to retire. I was stressed to the max but Patrick, very patiently went through every detail with us, and helped us work out where we wanted to be and then put together a plan to help us get there. Pat has always made himself available to answer any questions, no matter how trivial. He has gone through every aspect of our financial situation with a fine tooth comb, with every recommendation being to help us get to where we want to be.

He has honestly been a shining light in a very difficult time for us.

We would highly recommend Patrick Dysart to anyone seeking financial advice.

Debbie & Darryl A

Getting Started

Australian Financial Planning Organistation were fantastic!

They made us feel very comfortable and were approachable at all times.

Patrick understood all our needs and provided us with accurate information, advice and ensured all our insurances, superannuations & financials were effective for our future.

As we continue to receive excellent advice from Patrick we haven’t hesitated from recommending them to our family and friends.

S & H Vanvelzon

Growing your family

My husband and I recently used Pat Dysart to review our personal insurances and make recommendations as to whether we had appropriate cover in place.

We found that Pat and his team were very thorough during the process, and provided a lot of detail and discussion in relation to why certain policies were recommended to us and how to best structure them. Pat’s comparative knowledge of insurance products is amazing.

Pat and his team provided a very high level of service and I would have no hesitation in recommending their services to others.

S Townsend

Operating a Business

Ray and I have a very in depth structure for our Companies and Self-Managed Super Fund which has developed over many years and for various reasons this is why we were recommended to Australian Financial Planning Organisation to help us review our insurances. Over the past few months we have worked very close with Pat & Kayelene and they have been amazing as they first spent many hours with us to understand the reasoning behind each and every part of our business and to also get to know what our end goal is before he started work on what we required.

Ray and I could not be happier with the professionalism that they have shown the whole way through and the knowledge of Australian Financial Planning Organisation is amazing, I have never in all the years that we have been paying for and organising our insurance cover ever seen someone so passionate about insurance and his understanding and knowledge of the industry is amazing.

The fact that Pat has taken the time to help us understand all the different insurances that are offered on the market today within the insurance industry we now know and believe we will have the best insurance policies to cover us for the future.

The understanding we now have puts us in the perfect position to keep working and not worry about the ‘What IF’ and if we have any questions he always has the answer or he will dig until he gets an answer in writing to ensure that we have the knowledge required to make the best informative decision and with this I cannot tell you the peace of mind we now have for our future knowing that we have the best cover for us both.

R & L Crane

Thinking Of Retirement

Patrick Dysart has been assisting my husband and I with our finances for several years. We had invested in property and required advice leading up to retirement. We have found Pat to be reliable, meticulous and insightful regarding economic and personal advancement. Financial plans created by Pat are detailed and thorough and he goes to great lengths to explain all proposals. Pat puts every effort into creating financial security for his clients. He has not only assisted us with investments and advice, but has also become a trusted friend.

J Sloman

Retired

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