McLeod Watzdorf Financial Planning

There are hundreds of ‘financial advisers’ out there. All profess to understand finance, and have a bunch of products to sell. We chose Werner and his company because of one subtle (albeit BIG) difference... he listened carefully to OUR needs. He listened to what we wanted to achieve, and only then did he suggest options, rather than offering up a bunch of products in general. It was about us, not him or his business, and that made the difference. He has also been available to talk about issues when our positioning has changed over the years and every time he has responded quickly and with good advice.

I would happily recommend him to anyone seeking advice on their future.

Paul Rogers, Key Account Strategist, LA Advertising

It has been a pleasure to be associated with Werner Watzdorf and his friendly, knowledgeable assistance has been invaluable. I will certainly be recommending this company to family and friends.

Rosalie Maher – Walkley Heights

The recent Global Economic Downturn proved the true value in having good financial planning advice at the ready. Werner and McLeod Watzdorf Financial Planning responded quickly to my concerns as an investor and made sense at a time when the markets displayed none.

Phil Hoggan, Project Manager - Growth through Skills, Business Support Team

Werner has been looking after us for over 15 years. Over the years we’ve developed from a small personal account to managing our Business team’s Superannuation. He’s professional, helpful, available, responsive and supportive; he’s also a “good bloke” so it’s a always a pleasure to catch up with him.

Further to that it doesn’t hurt that he makes a decent cup of coffee!

Chris Hartley, Director, HC Mobile Communications

Werner Watzdorf from McLeod Watzdorf Financial Planning came and spent some time with my wife and I and rearranged our finances, setup our super and life insurance and it has been hassle free and extremely beneficial. What I really enjoyed was the relaxed manner and there wasn’t any hard sell or fancy lingo; Werner is factual, no nonsense and doesn’t waste time. It was a pleasure dealing with Werner and we are so much the ‘richer’ from the experience.

Greg and Julie Scholefield, Associate Pastor, Southland Vineyard Church

These are just a few words to express our gratitude to you and your staff for the way in which you look after us, not only as clients but also as friends.

In all the years, and they have been many, that you, your staff and your company have looked after our needs, we have been most impressed with the consistent level of friendly courtesy with which we are greeted, every time we make contact with you, be it by phone or in person, it is always a pleasure for us.

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Of great importance to us, is the level of service we receive every time we need help. On a number of occasions that help has been of an urgent nature and you and your staff have gone beyond the call of duty to attend to and help us under these circumstances. Nothing ever seems to be too much trouble and that is of great relief when one is under duress.

In a world where we seem to have lost the common courtesies toward one another, it is so refreshing to find people, like you and your staff, where these things still matter. Keep up the good work; it is a reflection and measure of the people that you are. Your collective smiles and warm welcomes are very much appreciated, not to mention the serious, sound advice we receive, as part of our business relationship.

Blessings to all.

Kind regards,

Frank and Rosemary Baldasso, Kenton Hill Vineyards - "The Home of Protero Wines"

My association with Werner & McLeod Watzdorf has been for nearly 5 years now. After my very long marriage broke up, I was recommended to see Werner by a family member to help put my finances in order.

I came from a relationship where I had nothing to do with the finances or paying bills, so I faced a steep learning curve.

Werner has the patience of a saint and spent a lot of time with me explaining the basics so that I could understand at least the finance language and basic concepts.

I felt the decisions that have been made have been made with integrity and with the best knowledge base available to him. I have always been consulted and have met with Werner regularly.

Given the financial trends recently and the downturn, that has been disappointing, but I know that this has been out of the control of most people and Werner has helped to minimise my losses.

I appreciate the monthly training sessions that they run. They are well done.

Kind regards,
Bonnie Stanley– Gulfview Heights

I have utilised the services of McLeod Watzdorf Financial Planning now for the past 18yrs. Initially with Werner Watzdorf and then via McLeod Watzdorf Financial Planning.

Time is precious and my skills do not lie in Financial Planning so I leave it to Werner to organise anything to do with my finances both personal and business. I trust him completely as both a Financial Planner and as a person. I always listen to his advice and act on his recommendations.
He has never failed me yet.

It is a relief to know that I can have complete faith in this company which allows me to focus my energies into other areas of my business.

I will continue using the services of McLeod Watzdorf Financial Planning with whatever current or new ventures life has in store for me.

Bev Luff, Aardvark Entertainment – Director, With Compassion & Soul – President

We are often so busy these days simply ‘getting on with the job’ that we sometimes neglect to acknowledge quality service when we happen to come across it.

Where courtesy, promptness of reply, genuine and personal interest in the customer were all once considered standard business fare, regrettably the opposite is far more likely to occur in the offices I visit these days.

This makes the service I receive from you and your team all the more noteworthy. As a very small investor, I always feel as if my business is as important to you and your staff as it is to me. In my book, there is no better definition of quality customer service than that.

Thank you. Kind regards.

Yours sincerely,
Radley Claessen - Retired Hon. Consul for Sri Lanka in South Australia

We have used the services of Werner Watzdorf for over 20 years, not only on a personal but corporate level and it seemed logical to continue utilizing Werner’s services when he amalgamated his business to form McLeod Watzdorf Financial Planning.

As the Master Franchisee of Cartridge World for five states in Australia and Scandinavia, we have had the privilege over the past five years in working with such a professional and efficient team such as McLeod Watzdorf Financial Planning. Especially through the setup of our Australian business requirements, as it was instrumental in fulfilling our due-diligence and obligations but more importantly in streamlining and communicating the most effective insurance and financial planning options.

As with most businesses in today’s challenging environment, we all demand the best service and at times extreme time sensitivity, which we requested and was fulfilled by a close working relationship that has been developed with McLeod Watzdorf Financial Planning and their team over the years.

We feel that we have received the highest level of service and would recommend McLeod Watzdorf Financial Planning to any company or individual.

Ingo Schroeder, Master Franchisee, VIC, SA, WA, NT & TAS and Scandinavia

I consider Werner Watzdorf to be the most ethical person I have met in this industry and his genuine concern and willingness to advise people is a rare commodity in the financial industry. As a naturally cautious person when it comes to trusting I would think of Werner as more of a friend than a financial advisor. Due to the things mentioned above I have had no problems in recommending your company and have on numerous occasions.

Stephen K Ellis – Reynella

While our portfolio is not large, we are always grateful that Werner takes the time to sit down and review our plans. It is nice to feel that someone cares, no matter what size your investment is.

Les and Ann Fordham, Les Fordham, Technical Sales Manager, Gore Research Pty Ltd

We have known Werner since the mid nineties when he took over from our usual insurance guy. He was like no other we had ever met and never have since. This tall, lanky Canadian with a witty sense of humour and love of cars was right on our wave length. Not only were we able to be completely comfortable but also confident with any advice given.

Over the years as our own business and personal circumstances changed and Werner grew to where he is now we have always received nothing but the best level of service. Something not often found anymore.

Although we may not be as big as some, Werner gives nothing less than professional quality and service. No matter how small our request or needs we have always been treated with the importance you would expect.

We get what we need not what someone thinks they should sell us and Werner gets to know you and your family so he can strike that happy balance.

We wish Werner and all of McLeod Watzdorf continued success. Adelaide needs people like these.

Yours sincerely,
Greg and Sharyn Collins, Hope Valley