Testimonials

Kevin Eustace and Toni Chester (Owners of Muzz Buzz Drive through coffee Brisbane)  http://www.muzzbuzz.com.au

We have been dealing with Alex for a few years now, we have always found him to be very helpful and passionate about helping us achieve our financial goals.  He is always looking at better strategies and products and on a number of occasions he has suggested a better deal for us.  Not only has this saved us money but Alex also helped with the paperwork and dealt directly with the financial institutions involved saving us alot of hassles and time. We would not hesitate to recommend Alex to anybody who needs some financial advise. Alex is an honest and helpful person who we now consider to be a friend.

Geoff and Coral Snow (Small Business Owners)

We were referred to Mango by our youngest daughter’s boss. We found Mango to be a very friendly company. They were very thorough in making sure that they understood what our lifestyle and goals were for the future when recommending products or putting forth advice.

We will have saved so much money in just two months that it paid the fees off straight away. The planning tools that were provided have given us an insight and control over our finances so that we know exactly where our money is going, and how to plan for the future.

It is so important to have things in their proper places and working effectively for your lifestyle. Mango was so helpful in getting us through this process. We could not have navigated this type of restructure without their patience and guidance.

It can be really daunting to unravel whether or not your financial strategies are actually working for you. The approach to this from mango is direct, and you know that they are working for you wholly without pushing products to “sell”. They are not salespeople, just effective money managers. We’ve had an insurance broker for years but we actually understand our insurance policies now. We have paid so much extra tax over the years that our only regret is that we didn’t get help earlier. When you have all these things working in proper order it is amazing what you can save just in tax alone. We are a working class family business and it is important to have certain professionals around you that you can trust. Mango can do it all. Thank you Mango!!!!

Simon Schmidt and Belinda Gay – Interface Property

Recently we were referred to Alex Warren from Mango Wealth Creation. We were experiencing very challenging times in our business that had been operating  very successfully for sixteen years. Like many businesses, our cash flow had gone from being very strong to suffering during the global financial crisis.

The most challenging thing we faced was to face up to our reality. This is where Alex stepped in and took the time to look at what we had been doing, and how we had been doing it. Cash flow was our major hurdle, and Alex asked the hard questions in order to analyze our business and work out a forward strategy.

Debt consolidation was the first step, and from there Alex constructed a formula to deal with one issue at a time as opposed to many. He provided options with various banking institutions and assisted us to make the best choice for our position. Fifteen months later we have managed our cash flow and are moving back to a profitable position.

This was only the first step in the process. From this point, all elements of our business were under review, from all the expenses that drastically needed attention, to diversifying the business and liquidating underperforming assets.

In addition our current Insurances were reviewed and it was determined we needed major changes to meet our current requirements. This has all been undertaken by Alex and his team from Mango Wealth Creation and we are now moving forward to a less stressful life in both business and personally.

I thank Alex and his team for the professional and calculated approach which has given us the opportunity to maintain and grow our business in these challenging times.

 

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The Warren Robinson Family Trust trading as Mango Wealth Creation provides Financial Planning Advice as a Corporate Authorised Representative (346128) of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665 Registered Office: Level 9, 750 Collins Street, Docklands, GPO Box 2830AA, Melbourne VIC 3000
The advice contained herein does not take into account any persons particular objectives, needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product persons should assess whether the advice is appropriate to their objectives, needs or financial situation. Persons may wish to make this assessment themselves or seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Persons doing so, do so at their own risk. Before acquiring a financial product a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.