Matt and the Team at Opal Advice have developed a wholistic and diverse financial plan to assist me in achieving my long term financial goals including retiring early and having different assets and streams of income. I understand that they will be with me for the journey and they provide me with thorough support along the way.
We have worked hard our entire lives and lived by the saying “the harder we work, the luckier we get”. Our efforts have rewarded us with a lifestyle of being comfortable and having fun in our retirement years.
Over the years, Darren Morris and his team have helped us achieve these rewards. Our money has worked hard, following the plan Darren has laid out for us.
Trust is a key component of the plan, and we were impressed when Darren recently said to us “I will never say trust me, but trust in the process”.
In this crazy world of turbulent times, a solid plan is required to steer your way through challenges and adversity.
Darren has always listened to our needs and wants, determined our comfortable risk factor, and considered all of these to develop a financial plan to keep us on track.
We are now seven years into retirement and enjoy our freedom and this current phase of our lives.
Thanks Darren and his team! We wouldn’t have achieved this without you.
It’s always so good to get advice and reassurance from the Team at Horizon and Opal. Darren, Teresa, John and Ailsa. I came away feeling more optimistic about my financial situation than I was before.
I have been a client of Matt Long since 2016. In that time I have found him to be very knowledgeable and very approachable and easy to talk to. He takes the time to explain things in simple, easy to understand terms. Opal Advice is big enough to share ideas with the team, but small enough where he can take the time to keep an eye on individual portfolios. I am actually amazed, and am made to feel special. If I have any questions, a quick email is all I need, and he responds promptly. It is also nice to be able to pick up the phone and talk to him if need be. I am treated as a real person, with respect, and am not just seen as a number. No call centres here, just real local people. Matt is the old school providing real old fashioned service who understands all my needs and long term goals. I have no hesitation in recommending Matt and the local team at Opal Advice here in Toowoomba.
Darren has been our financial adviser since 2016. During that time, we have been able to enjoy our retirement rather than worry about money.
We have found him to be professional and accessible and he carefully considers our lifestyle goals and what we want to achieve. We enjoy our overseas travel (pre-Covid!), caravanning trips and everyday lifestyle, confident in the knowledge that there is a plan in the background without us having to waste too much time thinking about it.
He has always taken the time to explain things to us in simple language which has allowed us to be in control of our money, rather than our money controlling us.
I would not hesitate in recommending Darren for anyone who is unsure about how they are travelling as they lead up to retirement or have already retired.
Thank you so much for making my trauma claim so effortless. I took out the policy more than 10 years ago I never expected that we would ever need to make a claim.
When I was diagnosed with Invasive Breast Cancer at 37 I knew the policies I had in place would give us financial piece of mind during and after treatment.
The process of claiming was far less stressful than I thought it would be. And we had an out come far sooner than we anticipated and to our surprise our settlement was much higher than we expected.
To top it all off my treatment has been successful and this insurance policy has made a significant impact on our financial security so now the pressure is off and we can spend more time doing things that truly matter with our family. Now my dream of retiring with my husband when I’m in my 50’s is a real possibility.
Thank you again!
Matt has looked after our SMSF Investment needs for over 10 years now, we have found his proactive advice most beneficial for our portfolio throughout the years and I would have no hesitation in recommending Matt as a trusted adviser.