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We asked some of our clients to provide feedback on their experience in dealing with Dragonfly Financial Services. Here is what they had to say…

Easy to talk to

“Always available, easy to talk to, long association with him, More friend than financial adviser , back up staff like Barbara are great” – John

Courteous

“Malcolm is a courteous and professional. A pleasure to work with.” – Fiona

Caring

“I have been a client of Malcolm Phillips for some years now and have found him to be highly professional and caring, providing clear and sound
advice and recommendations. He has taken a keen interest in managing my financial affairs, particularly following the death of my wife in December 2013. I rate him highly as a person and financial adviser.” – Joseph

Professional

“Malcolm is totally professional, sensitive to the client profile, and always user friendly in care and technical explanation.” – Diana

No hesitation recommending

“Malcolm has provided my parents and I with sound advice, strategy and preparation during our working lives and on entering retirement. I would
have no hesitation recommending him to others.” – Sava

Always responsive

“It’s been a pleasure to work with Malcolm the last 18 months. He’s kept us up-to-date, always responsive whenever we have questions and has provided us with good useful (and usable) advice. He has been very good at suggesting how we can minimize the costs of our investments.” – Hong

Upfront

“We have been long-term clients and have a great deal of trust in his advice and judgement and respect for his professional acumen. On the rare
occasion that everything did not eventuate as planned he has always been upfront about the in initial risks and provided early warning of potential difficulties.” – Nigel

Always makes time

“Malcolm is always available and responds to my emails promptly. He is personable and always makes time for me. I have recommended him to other
people.” – Patricia

I am very happy

“I was recommended to Malcolm by some friends upon my leaving the RAAF after a long career. He facilitated the financial aspects of my separation from the Service and the establishment of my SMSF. He has remained as my financial advisor since then – I am very happy with his advice and his management of my SMSF – if I were not I would have sought other assistance. That I have not and don’t expect to is the measure of my satisfaction with Malcolm and Dragonfly.” – Geoff

Easy to understand

“Malcolm’s personable, prompt, forthright and easy to understand advice is appreciated” – Mick

Caring and trusted

“Some time ago Malcolm provided me with advice on personal insurance. I guess you plan for the worst, hoping for the best. I was grateful for Malcolm’s assistance in highlighting the cover I had and making a successful claim after an unexpected accident. If you’re looking for a caring and trusted adviser, I highly recommend Malcolm.” – Peter