We have been using Damion Bielby and his team at Total Advice partners for financial planning advice many years, initially with a small investment portfolio of shares and then superannuation and insurance. After a few years we decided to start our own business and Damion was there to assist with the setup our company in conjunction with our accountant and to help with all the financial process including business structuring advice and business loans. Now we have moved onto bigger investments of buying a commercial building which we did through our SMSF. Once again Damion was there to assist with all the paperwork that is involved including the loan paperwork for the SMSF. Whenever we have questions Damion is there via a quick email or phone call with all the answers we need to make us feel confident with the whole process. Prior to implementing his strategies Damion always liaises with our other advisers including our accountant and lawyer to ensure everything fits well with our overall plan. He believes in the long game when it comes to advice and therefore he considers things like asset protection, estate planning and tax minimisation many years in advance, which will provide benefit not only now but when we decide to sell our business in the future. We highly recommend Damion and his team for any form of advice either financial or investments. To top it off Damion’s a great bloke to work with which makes the whole process so much easier.
"My first encounter into the world of finance was through our mutual friend Will Fraser who at the time was the general manager of Will Fraser & Co. His advice on our financial matters was invaluable. During that period as my wife and I were in that age bracket of thinking about on how to approach handling our finances toward retirement we were directed by Will to his advisors David Darbyshire and Damion Bielby. Subsequent to Will's retirement David and Damion had taken over Will Fraser & Co as directors and now have merged into a new accounting entity Fiducial Group Pty Ltd as Owners/ Financial Planners of Total Advice Partners within that entity. We were completely satisfied with the strategy that David and Damion had set out for us. I was also very impressed with their guidance on my transition to retirement regarding transferring my super into a transition to retirement fund which allowed me to draw a pension from that fund and allow more salary sacrifice to go toward building up my super prior to me actually retiring. I found them to be always contactable and they assisted me in every way possible with the massive amount of documentation transfer required. We are continually encouraged by them to arrange meetings on any concerns or change of strategy that we or they may deem necessary and they accommodate us at their earliest convenience. We are also invited by them to attend the financial seminars that they continually arrange throughout the year. Many retirees opt their super funds to handle their retirement pensions due to low administrations fees. We have no qualms in paying the reasonable commissions and management fees associated with our strategy plan because we have full transparency and full control on how we allocate or withdraw from our fund which during the GFC 1&2 has been extremely beneficial to us. All commissions and management fees are well detailed in the Summary of Advice prior to accepting the Strategy Plan that they provide. Our association with David and Damion will happily continue now and into the future through Total Advice Partners."