Diamond Ridge Financial Services in Bunbury, Western Australia | Financial planner
Diamond Ridge Financial Services
Locality: Bunbury, Western Australia
Phone: +61 428 946 424
Address: 9 Zoe St 6230 Bunbury, WA, Australia
Website: http://www.diamondridge.com.au/
Likes: 151
Reviews
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25.01.2022 The Platinum Financial planning Solutions website is now up and running. The web address is www.platinumfp.com.au so if you want to have a look or have any friends that you think might be interested in the services we provide, feel free to refer them to our web page.
24.01.2022 With some negative press circulating regarding the personal insurance industry, it was good to read the below released by one of our industry bodies. 'We must never let government, media and consumer groups forget that Australians received $7.2billion in life insurance claims in 2014 thus providing financial relief and dignity to around 100,000 families in their time of need; a record we are all very proud of. However, there remains an enormous challenge to close the $3 trill...ion under-insurance gap in Australia. We all know that the alternative to retail life insurance is direct insurance such as that advertised on TV. Retail insurance through an adviser costs significantly less than direct products, have better policy definitions, higher rates of successful claims and lower rates of non-disclosure when compared to non-advised direct life insurance. For most Australians, buying direct insurance represents a much worse outcome. The Australian public needs the support of advisers.'
18.01.2022 It has now been 12 months since Platinum Financial Planning Solutions was established and I would like to take this opportunity to personally thank all clients, friends and family members for their ongoing support. I look forward to building strong partnerships and fully recognise that the ongoing trust and confidence that our clients place in us is the foundation of our success. As always I welcome any feedback on your experience with Platinum Financial Planning Solutions a...nd our team. Regards Adam
17.01.2022 Due to a business name clash I am updating the company name to Diamond Ridge Financial Services. My phone contact details and office location and mailing address remain the same but I have a new email address as shown below: Email [email protected]... There will be a change of name appearing on stationary and correspondence in the coming weeks and I will be issuing an updated Financial Services Guide (FSG) shortly. My personal ambition and desire to provide high levels of customer focus remain and I look forward to our continuing relationship. I can assure you this will not provide any disruption to the ongoing relationship you experience currently. In closing I would like to say that it will be business as usual and I would invite you to contact me if you have any questions. Adam
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