“We have had the very good fortune of having Kevin Sallis look after our financial affairs for over decade now and are delighted with the progress made over this time. Kevin has guided us through some challenging periods and without his expertise and support I am certain we would not have achieved the growth with our investments and be in the financial position that we are in today. As we approach retirement age, we fully entrust Kevin to continue to provide the guidance needed to maximise our investments and superannuation to ensure we are well funded for a comfortable retirement.
On a personal level we would like to add that Kevin, supported by his lovely wife Rosa, are wonderfully warm and caring people, and have fostered a professional and importantly, a personal relationship with us based on trust, respect and friendship. We highly recommend Sallis Financial Planning.”
Gary & Christine Barten, Bunbury
“Kevin was recommended to us by our accountant five years ago and we have been working with him ever since to manage our finances. During that time, we have begun planning for retirement and established a Self-Managed Superannuation Fund. Kevin’s advice and support in these two vital areas has been invaluable. We feel very comfortable with Kevin and are able to ask him any questions knowing he will give us clear and easy to understand explanations and guidance.
He is always willing to give us as much time as we need to discuss our queries and concerns. Kevin is a good listener and does an excellent job of walking the tightrope between a couple with somewhat different investment profiles. During the two years our SMSF has been running we have enjoyed watching our planning bear fruit. We now feel much more in control of our future and safe in the knowledge that we are being counselled by an experienced and prudent advisor.”
Trevor & Vicki, Beaconsfield
“Sallis Financial Planning have been managing my financial matters for the past two years. In that time Kevin has demonstrated to me not only his high level expertise and integrity but also that my financial future and retirement planning is in safe hands. I would unreservedly recommend Sallis Financial Planning to anyone who wishes to have their personal financial matters handled by a person of the highest integrity and capability. I am looking forward to an ongoing and rewarding association with Kevin and his team.”
“Our Financial Advisor and Chief Principal Planner, Mr Kevin Sallis, of Sallis Financial Planning, plays an integral role in the ongoing success story with our financial portfolios, in regards to our investments, superannuation and retirement plans.
He takes the time to find out and understand our personal situation and tailors a plan to achieve our goals with the best possible outcome. He has helped us navigate our course and advises us on the best options to suit our personal needs, not only as individuals but as a couple.
Through his professionalism, dedication and ongoing commitment, we are able to adapt to our life changing circumstances. We have no hesitation in recommending Kevin and Sallis Financial Planning to potential future clients.”
Reg & Michelle, Byford
“Kevin Sallis became my Financial Advisor over 8 years ago. He was highly recommended by my previous advisor, who was leaving Australia. I was feeling rather vulnerable as my husband had died the previous year and I am a retiree.
Kevin has always shown professional competence dealing with my financial affairs tempered with a personal concern for my well-being and family issues. It is reassuring to have Kevin as my Financial Advisor as I trust him implicitly.”