Client Induction

Client Process

Testimonials

	Mr Stephen and Mrs Tracey McCarron - Wealth Creators/Young Family
	"Since being with Dalle Cort Financial Services, we have received high quality advice, service and support for our financial and lifestyle needs, whilst still allowing us to maintain our individual needs and wants. We have recommended them to family and friends as they not only excel in what they do, but they are also caring people."

	Mr Fred and Mrs Janet Gillham - Retirees
	"Early in 2004, Mrs. Gillham inherited some money from the estate of an aunt. She sought advice from Mr. Chris Palfrey of Austax on how best to invest this money and was advised to seek assistance from Mr. Isi Dalle Cort. She was very impressed by the very efficient approach of Mr. Dalle Cort who recommended, among other things, that we should attend a Retirement Seminar. We were very impressed by the scope and structure of the Seminar, in particular, the role of Index Funds in providing for retirement. We decided to ask Dalle Cort Financial Services to conduct a detailed review of our financial situation. The findings of this review with recommendations on how we could best provide for a secure and comfortable retirement were presented by Mr. Luke Dagge and Miss Christie Byrne. We decided to accept these recommendations, with effect from July 2004. So far, we have only had two reports from the financial institute handling the funds so we cannot pass any judgment on the long term performance of our investments relative to the Dalle Cort predictions. However, we are satisfied with the short term results. In addition, we have had very courteous and helpful advice on investments outside our main funds. We would have no hesitation in recommending Dalle Cort Financial Services to our friends."

	Dr Peter & Mrs Sue Carson
	"When it comes to the detail in matters of finance and future planning, we would generally be regarded as demanding, and detail-minded. Even allowing for that, we have been very happy with the service that Dalle Cort has provided, especially since the stockmarket crash starting late 2007. Many become fixated on fees. Having experienced the unlimited, and very reassuring added value that Dalle Cort offers in difficult times, we have long since lost sight of what it costs to enter the market. For as long, we have been grateful that we chose DCFS to help us with out goals. Sleep is a priceless commodity, and thanks to their "front-foot" approach to each and every hurdle, we have not lost a wink despite worrying conditions. Our original purpose was not just to invest, but to financially re-structure our family's business and approach to future security. Financially and legally it was complex. Dalle Cort staff was with the process all the way, and mostly in front of it. Since set-up we have had four major reviews and we are very happy with the approach. This process of regular review and guidance in tough market conditions has made us very happy. We believe that we are receiving value for our money, and have done so especially in the last two years. As a result we have referred five colleagues in a year, three of whom are friends.”

	Mr Colin and Mrs Olive Lestone - Retirees
	A wise real estate agent once told me that when buying an investment property, make sure it is somewhere you can drive past weekly. The same should be said of your financial advisor, select someone locally. After much deliberation and many seminars with various financial advisors, we decided that Dalle Cort Financial Services were the people to manage our superannuation. From the very beginning there was no high pressure sales pitch, in fact Dalle Corts advised us to seek out other financial advisors before making a final decision. Their advice has proven to be more than satisfactory. For non urgent matters they are always accessible within a few days notice. Their attentive and professional staff are well skilled in all avenues of finance and planning. They are an asset to North Queensland.