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Sapphire Financial Services is built upon the principle of providing quality financial advice and solutions to clients throughout Queensland, New South Wales and Western Australia.
Check out some of our latest testimonials to find out why we are Australia’s go-to financial planners.
For more information regarding our financial services, or to discuss your needs with an experienced advisor, contact our Mackay office.
In the year 2000 my Husband and I were referred to a Financial Advisor to attend to our Financial matters etc and her name was Beverley Ferris. Beverley from Sapphire Financial to date has looked after us for 17 years and we would not have been in a good financial position without her. Beverley was only a phone call away and was prompt in making appointments for us if we had any worries or queries, especially with the current Global Financial crisis.
In 2016, I became a widow and was at a loss of where to start with our Financial affairs, accessing funds, understanding our financial status and security or even how to go about closing accounts down etc and also the documentation required to be produced to be able to do this. All this, at first was very daunting as where to even start. With Beverley’s guidance and assistance, I was able to do it at ease, without the extra strain and worry and with peace of mind that all was in order
I would recommend Beverley Ferris from Sapphire Financial for any of your Financial affairs. Yours faithfully.
We have been working with Sapphire Financial Services for the past 2 years, Bev’s assistance has been greatly appreciated. Bev has been a pleasure to work with as she always listens to our needs and has been able to guide us in the right direction with our finances, including applications with centrelink to ensure the best to raise our Grandson and to set our future for our retirement.
We would highly recommend the services of Sapphire Financial Services to friends and family.
I have been dealing with Bev Ferris from Sapphire Financial [previously Latitude Financial Planning] for many years and I have no hesitation in saying that with Bev and her team at Sapphire Financial Services, they have guided me and helped me with all my financial matters to ensure I am on the right track for when I retire.
If I have any questions that I am unsure of, all it takes is a phone call, and within a short time, I have the answers that I require. Recently, I purchased a rental property as an investment, and again, the team at Sapphire Financial Services stepped in and made the financial side of the purchase stress free.
A few years ago, I lost my husband and Bev had no hesitation in ensuring that all the issues with the paperwork or anything else that needed to be dealt with in such a sad time was completed, and for me was a great relief. Not to mention, I think this company go far beyond what they need to do to ensure their customer is getting the best advice possible.
I have recommended Sapphire Financial Services to any of my friends or family that have mentioned they are looking for a financial adviser as I think they are very professional and definitely put the customer first and always in my opinion try to get the best results for the customer.
I have been receiving outstanding financial planning and investment advice from Bev Ferris and her team of professionals at Sapphire Financial Services for the past 16 years
Initially Bev researched and presented my optimum retirement options and provided me with excellent pathways to a successful and enjoyable retirement from work for the past 5 years
The friendly staff at Sapphire Financial Services provide brilliant customer service, from the pleasant and engaging welcome received from the front reception staff to the highly professional timely and accurate investment advice from the financial planning officers
Whilst the past 12 months have placed severe limitations on investment options through the global covid 19 pandemic, the forward planning in terms of a secure and sustainable financial planning portfolio provided by Bev has ensured a smooth ( or less bumpy ride ) through this period
A very important aspect of my experience with Bev and her team is that whenever my circumstances may change from an investment point of view and access to funds is required for an unforeseen purpose, this process is done extremely efficiently and without undue delay with minimum impact on my current investments
I have had nothing but positive experiences with Bev and her crew for my entire 16 years with the company and would highly recommend to anybody requiring financial planning assistance to make Sapphire Financial Services their first point of contact