Right Fit Financial Advisors

Terry at Right fit has been able to streamline my super, the obtaining of various loans and a long term plan for my financial security. I have used Right fits services for many years now. Mark T Sunshine Coast
Aug 27th, 2022

I have had many dealings with Terry over the years and always found him to be very professional and knowledgeable. Terry is always available to answer any questions or concerns and I recommend Terry to anyone who needs help managing their finances or is looking for investment advice. I highly recommend Terry at Right-Fit financial advisors. He listened to me to find what I wanted and helped me to achieve our financial goals. I find Terry to be honest, kind and helpful in all matters to reach my goals. Cheers Mick
Aug 2nd, 2022

My wife and I have been using Right Fit Financial Advisors since 2016. Before we saw Terry we thought we would be working for quite a few more years, but after Terry put together a plan for us we were able to start reducing the hours we worked after a year, 1 year later we were able to stop work altogether. This was due largely to Terry's vast knowledge of how to make the most of your money. We have regular reviews with Terry. He is very proactive and also keeps us updated with how things are going in between those meetings. I would thoroughly recommend Right Fit Financial Advisors for any financial advice.
Oct 24th, 2021

My husband and I engaged Right Fit Financial Advisors 6 years ago, a couple of years prior to our retirement. The strategies that Terry put in place for us enabled us to retire earlier than we had thought would be achievable. Since our retirement Terry has dealt with Centrelink on our behalf. His vast experience and dealings with Centrelink have relieved us of the stress that dealing with that agency can cause. Since first putting together a strategy for us Terry has continuously monitored our portfolio, making changes to ensure that even during the uncertain financial times over the last couple of years, our financial security has been maintained. We would certainly recommend Right Fit Financial Advisors to anyone seeking financial advice and strategies.
Feb 12th, 2022