McLeod Watzdorf financial planning McLeod Watzdorf financial planning. Securitor.
Financial Planning for your Financial Security & Independence



Testimonials

Don McLeod has been providing superannuation and financial advise to me over 5 years.

I have found Don one of the few who treat my money as if it were his; always explaining the ups and downs of any strategy and not just trying to sell a product.

Don is passionate about educating his customers to assist them to make informed decisions in a ever changing financial landscape.

I would recommend Don to anyone seeking financial advise that you would expect from a trusted partner.

Rick Holland, Manager, Grundfos Pumps, Singapore

Don McLeod was recommended to us years ago and has been a pleasure to work with since. We find Don’s approach compliments our investment goals perfectly. Don is always available and ready to provide honest advice and direction. We are very happy with the long-term financial plan he has customised for us and enjoy monitoring its progress. We have recommended Don to many friends and family and do so to you too.

Kym Cheek Marketing Manager, History Trust SA
Alison Pearson Retail Manager, Westfield West Lakes


Don I have dealt with you over the last 14 years that I have been employed by Grundfos, and I can honestly say that my dealings with you over the past years have been excellent, your willingness to help and advice on my superannuation etc, have been second to none.

Lee Dollisson Internal Sales Officer, NSW Sales, GRUNDFOS Pumps Pty Ltd


We have seen Don for a couple of years now and we are very happy with the level of service he provides. We feel confident that his knowledge and experience is a positive step for our financial future. He is trustworthy, friendly and always willing to share his time.

Kelly and Jono Harper – Colonel Light Gardens


We would like to thank you for your advice and support over the past years.

Your professional but friendly manner has educated us in financial planning so we are better able to understand and plan for our needs in the future and for retirement.

We are better able to understand the intricacies of the financial market and therefore better able to cope with the volatility of the current markets and the financial crisis.

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Your insistence that we complete a strategic plan, including assets and liabilities, and lifestyle goals and objectives helped us understand what we had and what we wanted to achieve before we are able to retire.

Your friendly support has been instrumental in making us feel like you are a good friend who we can ask for advice when we are considering financial changes.

You are always easily contacted and on the rare occasion that you are not available, you are always swift in getting in touch with us when you are able.

You always make us feel that you have all day to talk to us about our concerns and make things so much easier to understand.

Your impartial opinions, openness about any involvement you may have with suggested funds or strategies and consideration of our needs, reassures us that you are thinking of our best interests.

We look forward to continuing our financial relationship with you for many years.

Doris and Brian Nash – Golden Grove


 

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I have known Mr. Don McLeod for a number of years now and have no hesitation in recommending him to anyone in need of a financial advisor/consultant.

Don came into my life at one of the worst times of my life, the death of my husband. I had been seeking advice and help from a great number of sources, but instead of help all I received was confusion and a great deal of pressure. This was from both private and government sources. After a great deal of stress Don was recommended to me by a family member. He made the time to come and talk to me at home, something that no one else had ever offered to do.

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He sat down with me and actually listened to what I was saying. Later he asked what it was that he could do for me. What was it that I wanted to do and what was it that I needed my investment to do for me? There were no pressure sales gimmicks; in fact there was no pressure at all. He listened to what I had to say, and then he made some suggestions showing different ways around the obstacles that had been put up by red tape and government departments. He showed me what he would do in my situation and what would suit my needs and circumstances. He then asked if l had any questions or needed anything explaining in language that I could understand. He left me with much to think about, his card and number and told me to call if I needed anything or just to let him know what I had decided to do. He told me to take my time, to make sure I understood all the information and that then and only then would we take the next step.

The most important thing that I have found about Don is the fact that he is honest.

This is a rare trait these days. He genuinely cares about the people that he helps. It doesn't matter how small or large the investment may be, he treats everyone the same, with dignity, compassion, understanding, no pressure and most importantly with honesty.

For my family there is no other choice to make. Don will hopefully be there not only for me in the times to come but also for my children when they need help. If you value honesty and integrity, then I can guarantee that Don McLeod is the man for you too.

Carolyn S. Watkins – Woodville South


Don McLeod has provided us with timely, professional Financial Planning Advice for the past 5 years.

He has proactively made suggestions which have resulted in our investment portfolio increasing significantly. We have recommended Don to many of our family and friends, all of whom are very pleased with his service and advice.

We value and highly recommend Don’s services to all who require financial planning advice.

Des and Michelle Lim, LimIT Computer Services

Dear Don,

Now that I have reached retirement age, Anne and I would like to thank you and your staff for the time and effort given to us over the years in helping us to make the decisions that we feel will give us a worry free future.

We thank you again for all your help.

Anne & Clive Johannes – Elizabeth Vale
Don McLeod has been my financial adviser for more than 6 years and in that time has given me consistently good advice and delivered great results for my investments. He has guided me through the ups and downs of the financial roller coaster in recent years and has always been available to answer question from one who is frankly a financial novice. Don explains complex matters clearly and simply and is always happy to take the time to make sure we get our plans right. I can highly recommend him to anyone looking for a financial adviser.

Catherine Boomer, Director, External Relations, Advocacy and Justice for Children, World Vision International

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I have been using Don McLeod since 1996 and have always considered my dealings with Don and his staff to be very professional.

Whilst my business with McLeod Watzdorf is small in nature and reflects the normal family mans needs I have always been treated with respect and have felt that they have my interests at heart. Any queries that I have had have been handled promptly. Such is my confidence in their business and attitude I have continued using Don following a move interstate and when the company that I work for moved into the financial planning area I have maintained my relationship with McLeod Watzdorf.

Colin Welch, Claims Manager, Sirius Risk Services
Thanks Don, I really appreciate all your hard work over many years.

It's been about 8 years since I started working in Japan (wow....how time flies!) and I have always been able to rely on you to keep me well informed and in touch with what's happening back home to my investments. I know this hasn't been an easy feat with my schedule!!!! Thanks for your patience.

In light of last year's economic situation, I am very grateful for your valuable advice and committed efforts throughout a difficult period. I believe we weathered the storm rather well...good teamwork!

Georgie MeredithTokushima, Japan

Dear Don,

Helen and I have been closely associated with Don McLeod and Associates Pty. Ltd. for nearly twenty years. In that time, our relationship has moved from the uncertainty of a new direction, at first, to trust and confidence, as time progressed, to the full confidence and friendship we have today.

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Don, we have moved through some interesting and trying times, recently.

Helen and I have always trusted your expertise and judgment, when it came to the control of our Superannuation and various Insurance needs. Your knowledge of the industry and at times your insistence, have guided us through the minefield of “our financial situation”. Sometimes it was difficult to see the benefits over the expense, but it always came down to our trust in your judgment and you have never failed us.

I’m now approaching that dreaded, or is it, divine time, as retirement looms. Now is when all the hard work and hard decisions, are laid on the line. Both Helen and myself, are extremely glad that we were fortunate enough to have been introduced, through a friend, to you personally and in a business sense.

For the last 20 years we have shared more than just finance, Helen and I have watched yourself and Dee raise your family, progress your business through some trying times and always be available when we had questions and worries.

Lastly, Don, thank you and your Staff, for all your hard work, on our behalf. I wanted to let you know that our relationship, over the years, has been appreciated by Helen and myself. We wish you and yours, good health and happiness for the future.


Helen and Mike Gillen – Seaford Meadows
I've been dealing with Don for almost 10 years with Grundfos Pumps and KSB Pumps and have had very good service and advice over the years and would recommend McLeod Watzdorf as Financial Planners.

Brian McNeilly, Account Manager NSW Sales, Grundfos Pumps

 

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McLeod Watzdorf Financial Planning 35 Dequetteville Terrace   Kent Town   South Australia   5067

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