What your colleagues have said about Edplan
When I first met Phil twenty years ago, I was a single mother of 4 young children teaching full time. I was at a stage in life where I knew I did not have enough superannuation to get me through to a comfortable old age.
Over the years Phil has encouraged and pushed me to increase my savings, and has regularly arranged meetings to make necessary changes to my plan. He has also given so much patient time to explain to me how the system works, so I am assured that I am making good decisions for my future.
I am now happily retired and able to look forward to a financially healthy future. I can plan trips, house repairs and family visits without worrying. For this I know I have a lot to thank Phil and Joel for.
Rosemary O'Neill
Retired Languages and ESL Teacher / Consultant
Since first meeting you in the early nineties, I have always been impressed by your honesty and the great interest you have always taken in my welfare as your client.
For ten years, you regularly gave me advice to assist me with future retirement plans. When I became a Principal, you continued to work with me regarding these plans. I continue to have confidence in you and your colleagues.
I have been
happy to recommend you to others and have been pleased to have your
company representative speak at staff meetings in schools where I have
been Principal.
John Clegg
Retired Principal: Bert Oldfield Primary School
The teachers in this school who have used the advice of your company are very happy that they sought this advice.
I would be happy to extend my personal support to any initiative that would see a requirement for financial advice extended to all teachers and DET employees.
Christine Cawsey
Principal: Rooty Hill High School
As the process (financial planning) is sometimes time demanding, I would like you to be aware of the professionalism I have found, dealing with Joel Campbell. I have always been reluctant to approach a financial advisor as I haven't had the knowledge and haven't wanted to "take up too much of their time."
With Joel Campbell I have always
found him extremely professional, knowledgeable and approachable with
my many questions. I would like it noted that I feel extremely
comfortable accessing and planning my financial future through Joel
Campbell and appreciate the time and effort he has taken in his job.
Deanie Nicholls
Assitant Principal: Coffs Harbour Public School
I have been delighted with the timely and accurate advice I have been given over an extended period of time and have the utmost confidence in the personal and friendly service I have received.
Raymond Hudswell
Principal: Crestwood Public School
Due to Edplan's professional advice my flexible salary packaging arrangements have operated very smoothly and successfully and I appreciate the benefits gained.
Peter Dawson
Principal - Winston Heights Public School
Edplan have built a good team to provide expert financial planning advice to the teaching profession. Just on the cusp of retirement I am thankful for the advice and the money I have saved in between.
Brian Debus
Principal: Menindee Central School
My experiences with both Phil and Joel Campbell have always been friendly, efficient and very helpful - they have always been easy to contact and the office staff have made that contact easy.
Bruce Merrotsy
Terrigal High School