“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.”
“Just over a year ago now I was speaking to Kevin Sallis in very general terms about Self Managed Superannuation Funds because I was interested in setting one up so that I could buy some property jointly with one of my children.
Kevin said he would like to have a look at my existing superannuation investments to see if a self managed fund would be in my better interests regardless of whether I went ahead with the property purchase.
I was not interested in having to manage my superannuation investments (the buying of shares etc) so I was therefore reluctant to enter into a self managed fund. When Kevin told me that he would manage all the investments for me and that I would not have to arrange any buying or selling, I thought there was no harm in getting his opinion.
After an initial review of my fund, Kevin pointed out exactly how much I was paying in management fees and told me that he could manage my fund for about a third of the price I was then paying.
I have had my own superannuation fund since the beginning of this financial year and have not been overburdened by any extra administrative work and I am paying a fraction of the cost I previously paid my fund manager.
To anyone who is reluctant to set up a self managed superannuation fund because the fear of mountains of administrative paperwork, think again. Talk to Kevin and let him explain how little extra you will have to do and the savings will surprise you.”
“Like so many others, I had been unhappy for some time with the way my Superannuation fund had been performing, and the never-ending fees and commissions. I knew of Kevin through the company I worked for, and in mid 2010 I asked him to help me to set up a Self Managed Super Fund.
Right from the start, Kevin provided a very good service. He was clear and concise in explaining exactly what having and running an SMSF entailed, and was also very upfront about fees and charges. What I was most pleased about in this respect was the flat fee service that Sallis Financial Planning provides. Not only did it mean I knew exactly what my costs would be, it was also about half of what I had been paying.
Once the Fund had been set up, Kevin helped with the rollovers, which in my case also meant bringing funds over from the UK and this was all done with efficiency and a good eye for detail, something which I appreciate.
I would recommend Sallis Financial Planning wholeheartedly, and in fact, through my own line of business, I have done so on a number of occasions.”
“I have known Kevin Sallis for over 10 years in both a personal and business capacity. Kevin is, and has been, my financial advisor during that time. His advice has always been well researched, considered and sound. Kevin is an excellent listener, very caring and compassionate. He is a person of the highest integrity and honesty. These qualities I believe are most important in a person in whom you entrust your financial future. I have no hesitation in recommending him.”
“Kevin Sallis was recommended to me by a satisfied client. Kevin has provided a very professional service, providing clear and well-monitored transition to retirement plans and a sound investment strategy for the SMSF.
During the GFC he kept me well-informed on the developing issues and how events would affect me, giving useful advice to minimise impact. His fast response to queries and his well-considered replies have been appreciated. His professionalism and genuine care for the future financial stability and prosperity of his clients engenders trust.”
Barbara, Gooseberry Hill
“Having being a long term client of Kevin Sallis, I can honestly say that my husband and myself are totally satisfied with the service and advice we have received from Kevin. Kevin has always provided a thoroughly professional, honest service with great attention to detail and he is always willing to give a thorough explanation to all our questions.
I am happy to say that we have reached a stage where we trust his judgement and know that he would not advise anything that was not in our best interest. We are very grateful for all his assistance and would have no hesitation in recommending (as we already have) his services.”
Julia & Keith, Albany