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Success stories

Success stories

 

We take the time to understand your individual circumstances and lifestyle so we can tailor-make a strategy for you. But don’t just take our word for it, see what our delighted customers have to say about us.

 

Amanda has taken the stress out of managing my financial and estate planning needs for now and for my daughter into the future, her explanations are clear and understandable and her assistance with the communication with Centrelink for both of us, has provided a holistic approach to our financial future. .

67 years old retiree with disabled daughter- National Award winning Advice

We both have found Amanda very helpful in all that she has done for us. Amanda is very easy to discuss things with and explains everything very clearly. We are both very happy having Amanda as our adviser.

John & Anne – Aged 65+

Jarrod and I both agree living a fun and adventurous life with our kids is what we want above all else. In order for us to do this our finances need to be managed correctly. Whilst we haven’t been doing too badly, we could certainly do better. I am really excited by our first money coaching session with Amanda Pond, and have already implemented some new strategies as per her recommendation. I am already feeling happier

Letitia Davison – Mobile Lender ANZ Mortgage Solutions

When we first met Amanda we were surprised by her professionalism and commitment to her clients. We have previously tried to arrange our income protection and life insurances with other financial planners. We never sorted it out because we always felt like they were just trying to flog us a product and never felt that they were genuinely trying to help us. Amanda was different; she listened to our needs and was able to help us work out what and how much cover we needed. She then allowed us to make decisions based on our affordability and provided us with different options to consider. When we wanted to cut our costs back she was helpful in providing alternative suggestions and never put us under any pressure. Based on my personal interests as a pilot, she was able to find insurance companies that were willing to insure me without excluding my Aviation activities and that did not charge me any extra premiums. Amanda went above and beyond to make sure my family was looked after. She listened to our concerns. Even though we had other personal matters that were sensitive and needed to be dealt with carefully, she was able to work together with us to deliver what we needed. I would highly recommend Amanda to anyone seeking advice.

David Bennett – B & D Doors – Nowra – South Coast Recreational Flying Club – President

We have no hesitation in recommending Amanda Pond to help with any or all of your financial needs. Amanda was referred to us by the Cancer Council during a very turbulent and stressful time in our lives. From the moment we walked into her office, she reassured us and helped us deal with the most complicated of issues concerning the closure of our business and dealing with Centrelink.

Her knowledge and skill in everything she assisted us with resulted in us being in total awe of her professionalism and the care and kindness she consistently showed to us was very comforting. We are now living on the north coast of NSW but we will not hesitate to travel to Nowra to use her services again and again as, in our opinion, there is no one better than Amanda.

Brad & Tracey Dickenson (Cancer Council Pro-Bono Client)

Amanda was most helpful with my insurance needs and offered valuable advice to which products would suit my situation. Amanda was more than flexible in meeting times and I would have no hesitation in recommending her services

Jamie Gossage – Ray White South Coast

Amanda is a knowledgeable professional who is passionate about helping people and diligent in her service. I would highly recommend Amanda

Paul – Aged 35-45

Very professional manner accompanied by excellent product knowledge

Paul – Aged 65+

Amanda has great energy & ideas in how to get best from planning for your financial future. Caring & personal are two of the assets that Amanda brings to table, & I have no trouble in recommending her 

Chance  Hanlon – Managing Director Hanlon Windows

Amanda has a thorough grasp of the financial planning and insurance needs of her clients. She not only assists her clients with formulating plans and putting them in place but she is also there to assist her clients and their families when the need arises. I have personally engaged Amanda as a lifestyle money coach and found her to be down to earth and practical and the service she provides is excellent (in fact a real eye-opener).

Carolyn Hagedoorn – Owner Marriott Oliver

After having to replace one of the family cars, we found that our budget was stretched. Through Amanda, we were quickly able to see exactly where our money was going and that we were living on credit. Throughout the process, Amanda has assisted with strategies that would best suit our extended family (2 adults, 3 kids and 3 foster children). We have implemented the strategy that was provided and we are on our way to financial freedom.

Michael Starrit

I never understood superannuation until Amanda explained it to me. She has a way of communicating and getting the message across for all of us who do not understand this language. Amanda also has a lot of knowledge when it comes to personal insurances and gave me options I was not offered elsewhere. I am extremely happy I have Amanda looking after my superannuation and insurances. I trust her and know she has my best interests at heart.

Lori Hambridge – Booksmart Bookkeeping Solutions

Amanda’s ability to apply her knowledge, experience and no-nonsense financial advice to my personal situation makes her my “go-to” person when I need financial matters explained in plain English.

Alana- Under 35

Amanda was very helpful in everything that we needed advice on

Leigh – Aged 46-55

I have known Amanda for several years and we have collaborated many times to service mutual clients. Amanda is highly regarded by her clients and she has been professional and thorough in all my dealings with her. I have no hesitation in recommending her services to you.

Terry Rayner – Owner ANZ Mortgage Solutions

 

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.

Puddle 2 Pond Financial Pty Limited, ABN 14 159 325 603, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee.

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