FIA Welcomes Nevett Ford
10th Feb 2010
Financial Index Australia (FIA) is pleased to welcome Ballarat-based financial planning practice, Nevett Ford Financial Services to the team.
As part of Nevett Ford Lawyers, Nevett Ford Financial Services have been providing legal and financial services throughout Victoria for over 150 years. In joining FIA, their journey will continue with an expanded level of service and advice now being offered to existing and future clients.
Nevett Ford’s leading Financial Advisers, John Ives and Tracey Burns, are quick to point out that Nevett Ford Financial Services have always been focused on providing financial advice “for every stage of life”. They believe that the innovative solutions provided by their new strategic alliance with FIA will further enhance their offerings to clients.
“For us to enter into an agreement with any firm, client service had to be the key priority. FIA is a growing business with a strong management team. We’re delighted to be joining them” said John.
In welcoming FIA as their new business partner, John highlighted the fact that FIA’s Proprietary Simulator Software will be of great benefit to Nevett Ford clients as they will now be able to regularly monitor and review their client’s financial position ensuring they achieve their personal financial goals.
Tracey also noted that the support of a larger, client-focused organization such as FIA, ensures that their clients will continue to receive consistent, innovative solutions. She also said that FIA's advanced administration systems will enable the Nevett Ford administration team members, Sally Ashmore, Judith Templar and Kitty van Deur, to deliver a level of ongoing customer service which is not usually available through larger corporate organization
FIA are delighted to welcome John and Tracy and look forward to supporting them in their provision of a high level of service for personal investors throughout regional Victoria.
"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty
"The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns
"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson
"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty
"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives
"I can go away feeling confident that my interests are in good hands." Robert Hawthorne, Adviser - Ray Barnes
"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns
