Plan for your future, live your best life
At Margaret Franklin & Associates, we are passionate about helping our clients achieve their financial goals. Our team of expert financial planners is dedicated to providing personalized advice and guidance to individuals, families, and retirees. We believe that everyone deserves to live their best life, and we're committed to helping you get there.
Our Services
We offer a comprehensive range of financial services, including financial planning, Centrelink, finance, insurance, investments, and savings plans. Our team can help you navigate the complex world of finance and create a tailored plan that suits your unique needs and goals. Whether you're looking to invest in real estate, Australian shares, or managed funds, we can provide expert guidance to help you make informed decisions.
Our financial planning services cover a wide range of areas, including retirement planning, superannuation, estate planning, and more. We can help you create a wealth creation strategy, protect your assets with insurance, and plan for your future. We also specialize in finding the best rate and terms for home and commercial loans, so you can achieve your property goals.
Superannuation
We understand the importance of superannuation in achieving your long-term financial goals. Whether you're a young single, a family, pre-retiree, or retiree, we can help you create a superannuation strategy that suits your needs. Our team can provide advice on traditional super, self-managed super funds, and more. We believe that good superannuation advice can make a significant positive difference to your life, and we're committed to helping you get your super in order.
Our Approach
At Margaret Franklin & Associates, we take a personalized approach to financial planning. We understand that every individual is unique, with their own goals, aspirations, and challenges. That's why we take the time to listen to your needs and create a tailored plan that suits your lifestyle. We're committed to providing honest, transparent, and unbiased advice, and we're passionate about helping our clients achieve financial freedom.
Our Mission
Our mission is to provide expert financial advice and guidance to individuals, families, and retirees. We're committed to helping our clients achieve their financial goals, whether that's saving for a big purchase, investing in their future, or planning for retirement. We believe that everyone deserves to live their best life, and we're dedicated to helping you get there.
The Good, the Bad, and the Ugly
Perception of Quality
The reviews are mixed, with two reviewers expressing satisfaction and two expressing dissatisfaction with their experience with the financial firm.
Honest Testimonials
One reviewer, Keegan Barns, had a disastrous experience with the firm, citing high fees and poor advice that led to significant losses. Nicholas Williams also had a negative experience, complaining about poor customer service. On the other hand, Janelle Pritchard and N. Strat had positive experiences with Margaret, praising her expertise, thoroughness, and willingness to help.
Expertise and Performance
The reviews highlight varying levels of satisfaction with the firm's financial advice. While some reviewers praised the adviser's performance and guidance, others were left feeling let down by poor investment decisions.
Customer Service
The review from Nicholas Williams raises concerns about the firm's customer service, describing it as blunt, rude, and lacking interest in conversing with clients.
Conclusion
It seems that this financial firm's reputation is largely dependent on the individual adviser or consultant you work with. While some reviewers had positive experiences with Margaret, others were left feeling disappointed and dissatisfied.
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