We consulted Dobson & Associates in March 2014 and received preliminary information relating to the best way forward regarding Pension and Superannuation. This was followed up with consultations in our home with the person who is now our Financial Advisor. Everything was explained very thoroughly, options provided and suggestions given on the best way forward to ensure the continuation of a comfortable lifestyle. The follow up on all matters has been extremely prompt, the service is excellent and the advice we have received and continue to receive is sound and leaves us with absolute peace of mind.
C. & A. Dennison, Cardup
Steve Dobson has allowed both myself and my wife to have an absolute peace of mind. Our Superannuation portfolios have been restructured and have returned excellent growth since being managed by Steve. In addition we have received very sound advice on our insurance policies and these have been updated to suit our needs. Whenever we’ve required advice on any of our financial matters, Steve has responded immediately and has acted on our behalf to manage complex issues and to deal with our Bankers, Insurers and Superannuation funds. Regular reviews of our financial portfolios are conducted and recommendations are made by Steve. We look forward to the continued support and service from Steve and the team at Mal Dobson & Associates.
A. & B. De St Pern, Murdoch
I first contacted Mal Dobson & Associates after a recommendation from a friend when we weren’t happy with our current financial advisor. They looked at the investments we’d been put into and could see they were not only not right for us but designed to line the advisor’s pockets. We finally have peace of mind with an advisor we trust to do what’s best for us. Mal Dobson & Associates checks in with us regularly to re-evaluate our investments and insurances, is easily contactable and always answers any queries promptly and efficiently. I cannot recommend him highly enough.
C. & M. Black, Greenwood
Steve and the team at Dobson Associates have organised our affairs and explained to us our situation and any recommendations in an easy to understand, non-patronising manner. We are able to ask questions anytime and know we will receive a quick response. The office and the team are very professional, yet down to earth and friendly.
D. Lynn, Kalgoorlie
I love how the staff has sympathy and compassion, their advice and service has helped me get through a very difficult time and I now rest easy knowing that my interests have been taken care of with thought to my personal situation and circumstances, and that I will continue to be looked after in the future.
S. Curgenven, Bentley
Seeing Dobson and Associates was like visiting family – they helped me make a plan, and then put it into action while keeping in contact throughout the process. No query was too much trouble and they have helped me make the best of a bad situation, I am now looking forward to a comfortable and secure future.
K. Browning, Queens Park
Highly Recommend - Friendly Support and Continued advice. Always quick to respond when needed. Very Happy with our current financial arrangements
P. & H. Newing, Dubai
Steve was a great help, explained everything in detail that we could understand, and offered advice when asked. He’s also very personable and trustworthy to provide the information that’s suited to you. The response for information on our accounts or anything like that is always prompt and helpful and they always regularly touch base to update us!
T. Mineo, Nollamara
Steve was very impressive with his attention to detail collating all of our superannuation funds, at no point did we go into the office Steve came to our home at times convenient to ourselves. We gave Steve an specific brief on exactly how we wanted our super/life/accident insurance to be set up and this was completed with 100% satisfaction. Our portfolio was tailored to our needs and in a very professional manner and the ongoing service and monitoring of our portfolio is excellent and I would, and have recommended Steve to colleges and friends.
S. Cooper, Spearwood
Steve did a great job in organising my superannuation. Over time he has helped me develop smarter investments with my financial plan. Steve has always been available at short notice due to my random availability to meet with him. Great personal service, highly recommended.
P. Toman, Albany
We switched to Mal Dobson & Associates for nearly 5 years ago and haven’t looked back. Steve couldn’t do enough for me. He made it easy by arranging all the documents for me and explained all of the bits I understand. He even came out to my house after hours because that was the only time I had. I honestly could not recommend Steve and the team enough. In fact the majority of my friends, family and work colleagues alike have already switched over. Thanks Guys appreciate your team very much!
S. Earley, Mandurah
Just wanted to say a big thank you from Brad and I for sorting out all our supers and the work that you guys did to have it all done.
D. Aggiss, Singleton
Just a quick note to say thank you for all your wonderful help in sorting out our insurance’s, which we clearly were over insured. We look forward to long term relationship of care for our insurances.
F. & M. Clare, Busselton
Dobson Financial Planning Pty Ltd ACN 096 843 293 as trustee for the Shirtfront Trust ABN 99 139 782 191, trading as Mal Dobson and Associates is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323