Vic helped us with a Cash Flow Management Plan that ensured that we would be able to meet our business expenses. We were able to comprehend the importance of working capital management and exposure to our risk of high inventories and receivables. Vic has a great business acumen and can help build viable business plans for small businesses. I would always recommend him.
We have recently completed our annual review with Fintacs and are happy to note that we are tracking well with our investments and returns. I would like to recommend Vic to any person who is keen to manage their superannuation and investments in a proactive way.
It has been over two years since Fintacs is managing the administration of my Self-Managed Super Fund. I recollect the initial pitch Vic had made to help us understand how SMSF works and how it could be a great vehicle to buy an investment property. We have engaged Fintacs for ongoing services and are happy to recommend anyone that is keen for a professional work environment.
I have recently retired, and it give me pleasure to recommend Vic who has been extremely helpful in formulating my retirement strategy. As part of his suggested Retirement Adequacy Planning, I am confident that I should be able to fund my retirement comfortably. I have been able to make an informed decision and I am ever grateful to Fintacs for their support.
Vic has been a friend and a guide during my whole process of refurbishing my business. I am grateful to him for have spent long hours at my business facility understanding my business model and suggesting strategies to bring down my debts and improve my cashflows. I am still not out of the woods but with the help of Vic and Fintacs, confident that I will be able to turn it around.
As part of the Risk Need Analysis and Insurance review, Vic was able to suggest some insurances for myself and my husband. We realised that we did not have adequate insurances and if something were to happen to us, we would need a replacement income to support. We are happy to recommend Vic to any client that needs financial planning help.
I have known Vic for the last 5 years. He is very passionate about his work. He has helped me understand my financial position and has always been forthcoming with giving me the right advice. Vic has a good understanding about investment markets and can help clients set up good portfolios for investments both inside Super and outside. I had moved my super from AMP to an IDPS Super Wrap account and since then my returns have been consistent. I am happy to recommend Vic for any of your financial planning needs.
I have recently set up my SMSF through Fintacs. I want to thank Vic for his advice and help in setting up my SMSF within 15 days. He had taken full responsibility to rollover the super funds and implement the required insurance strategy within the fund. I have no hesitation in recommending Vic and wish him all the best in the future.
I have recently engaged Fintacs to help me with my Transition to Retirement Strategy. Vic was very helpful in explaining to me how the strategy works, and I am happy that he has recommended me products that fit my risk profile and will give me a reasonable return in future. I have signed up Vic for ongoing services and are hopeful that we will have a long and fruitful association. I recommend Vic for all his future endeavours.
I have known Vic for last three years. He has a good understanding and knowledge about financial planning. He has always helped me understand my investment strategies and the benefits of diversification. Previously I was invested in a few big-ticket investments and he has helped me spread my investments into other products. I am happy to recommend Vic to any client. Vic has a good understanding about investment products.
Vic has helped me with understanding my financial situation. He has been very open minded and patient. Vic has helped me in restructuring my superannuation and has helped me consolidate my investments that were scattered on various platforms. I feel that now I can manage better as my investments are operated only on one platform and I can keep my costs low. Vic is extremely helpful and understands their clients need well. I would recommend him.