About Us - Our Clients

Forget about big investment and insurance companies, investment portfolio construction, tax and superannuation law...our clients are the human side of financial planning. They make it real for us. When we help them, we are able to change someone’s life for the better...nothing gives us a greater buzz.

It’s hard to generalise about who our clients are, they couldn’t be more varied...

  • Young and Old
  • City and Country
  • Self-employed, Employees and Retirees
  • Professionals, Farming Families, Mums and Dads

The common thread among them all however, is their desire to

  • get their financial affairs in order
  • get ahead by making informed decisions
  • plan for the future
  • seek advice and value it

We also love it when they send their kids, parents, friends and colleagues to see us or say nice things about us or simply say “thanks, good job, what a relief”.

  • We like their personal touch and caring attitude and their attention to detail. -Owen & Suzie Graham

  • Back to Back is responsive, approachable and friendly to deal with. -Richard Ottley

  • We look forward to our meetings with Justine and the team. -Peter Downing

Featured Client Testimonials

Helen & Paul Carter

Four years ago, my intellectually disabled sister was the beneficiary of a family member’s estate. The future for my sister felt uncertain, in terms of her health and unpredictable changes to government policies which might affect her. The potential for this bequest to support an uncertain future loomed large, and we were encouraged to seek investment advice.

We approached Justine and her team at Back2Back, looking for objective advice. Our first contact was handled with discrete professionalism, and we quickly developed an ongoing rapport.

An investment portfolio was prepared by Justine and her team, which was tailored specifically to my sister’s unique needs, and all care was taken to allow maximum flexibility with respect to access. Expert advice was given with regard to risk analysis and to relevant changes in government policy.  In the ensuing years, we have received unfaltering guidance from the management team at Back2Back, and we have watched my sister’s investment portfolio grow – well beyond our expectations.

The support provided by Back2Back has changed the way we care for my disabled sister. We can now focus on her daily needs, while her investment grows quietly into a safety net for her future.

I’d like to thank Justine and her team for the care and expertise they have employed on my sister’s behalf.

 

Owen & Suzie Graham GP, Yass NSW

Owen and Suzie Graham

Q: What factors made you choose Back to Back as your Finance advisors?
A: They appeared to be presentable, committed, enthusiastic, and giving sound advice.

Q: What have you found, to be our strengths?
A: Professionalism, tenacity, working as a team, their desire to do the best for the client, and their willingness to seek other opinions or advice.

Q: What do you like most about working with us?
A: We are treated with respect, and not belittled by our lack of understanding or knowledge. We like their personal touch and caring attitude and their attention to detail.

Q: Is there anything else you’d like to add?
A: We highly recommend Back to Back Financial Planners. Their attention to detail is second to none, and they are committed and supportive of their clients and go beyond the call of duty. In our case, when an unexpected and urgent matter needed our attention, they demonstrated their ability and perseverance to contact us whilst we were in the middle of UK on a walking holiday. They and their staff are most approachable, accessible and helpful.

 

Richard Ottley Solicitor, Sydney NSW

Richard Ottley

Q: What specific feature do you like best about Back to Back?
A: Responsiveness.

Q: What factors made you choose Back to Back as your Finance advisors?
A: Need for reliable retirement advice.

Q: What have you found, to be our strengths?
A: Reliability, responsiveness and an ability to carefully examine the options before determining a strategy.

Q: What do you like most about working with us?
A: The fact that Back to Back is responsive, approachable and friendly to deal with.

Q: What have been your 3 biggest benefits since working with us? Please be as specific as possible?
A: Having a solid and viable plan for financial security which will stand the test of time.

Q: If you were to recommend us to a colleague / Friend / Business Associate, how would you describe the client experience provided to you? Or the way they have helped you achieve a certain result?
A: The result that was achieved was bringing order out of chaos and setting realistic and achievable goals in order to provide a secure framework for retirement.

 

Peter Downing Capital Chemist Group

Peter Downing

Q: What specific feature do you like best about Back to Back?
A: Innovation in every aspect of their service.

Q: What factors made you choose Back to Back as your Finance advisors?
A: Recommendation from other clients and ongoing results.

Q: What have been your 3 biggest benefits since working with us?

  1. Getting a better view of our future and putting in place the machinery to achieve our aims. We are better organised, better off and have greater flexibility in our financial affairs.
  2. Setting up a bare trust in our SMSF to allow us to leverage equity and increase assets at a faster rate.
  3. Having experts and innovators to assist us to take advantage of the current rules and regulations in all their complexity.

Q: If you were to recommend us to a colleague / Friend / Business Associate, how would you describe the client experience provided to you? Or the way they have helped you achieve a certain result?
A: Thorough, professional, worthwhile, discreet, invigorating. We look forward to our meetings with Justine and the team.

 

Sharron Wilder Small Business Owner

Sharron Wilder

Q: What specific feature do you like best about Back to Back?
A: The professionalism and producing results we didn’t know we could have.

Q: What factors made you choose Back to Back as your Finance advisors?
A: Trust, knowledge and Justine.

Q: What are the 3 best words to describe Back to Back?
A: Trustworthy, Knowledgeable, Professional.

Q: What have been the biggest benefits since working with us?
A: Moving forward and being financially secure.

Q: What do you like most about working with us?
A: Knowledge and getting the job done.

Q: If you were to recommend us to a colleague / Friend / Business Associate, how would you describe the client experience provided to you? Or the way they have helped you achieve a certain result?
A: They know what they are doing. You need both accountants and Financial Advisors..it keeps them both honest!