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Client Testimonials

  • We have known Mick Steffan since 1998 and he became our adviser in 2001. Now 10 years later he started his own company and adopted a non-commission/kickback policy for new clients, still not prevalent among financial advisors. The company has grown from one at the beginning to employing 4 staff, all of whom are very dedicated to their work. We have been impressed to know that since we know Mick he has finished is taxation studies as well and can now integrate his tax advice as Australian Registered Tax Agent into our financial planning which has helped us a lot with the sale of our properties.

    Apart from our personal interaction with Mick often humorous and showing compassion, we have been impressed by the selection of ethical investments with regard to growth and income. For this reason we have encouraged to some of our friends that are have a sustainable lifestyle view to avail themselves of the services provided by the company.

    We may be one of the oldest and longest-term customers but in all the years we have had no anxiety about the management of our finances. Over the years our finances have prospered and the service we have received has been excellent. For these reasons we have great pleasure in highly recommending Indian Ocean Financial Services.

    H and N Groothuizen

  • We commenced our SMSF in 2005 and after trying ourselves for a few years to pick and choose the share market we decided that we needed a professional adviser that was independent from any Banks and or Financial Institutions to help us set up an investment strategy. After a bit of research we discovered that Mick of Indian Ocean Financial Services was the only adviser that is a Certified Financial Adviser that is not aligned with any financial institutions in Geraldton. He introduced us to his SMSF administration platform and assisted us selecting some quality shares that pay dividends that are fully franked.

    Our SMSF assets are now looking a lot healthier however it’s still early days and we understand the investment risks associated with investing into shares. What surprised us is that the investment system that Mick recommended allows us to check our portfolio whenever we want, wherever we are. Furthermore, at tax return time, my SMSF audit costs are reduced considerably do to the comprehensive tax reporting features.

    W and T Criddle