Archimedes Financial Planning Testimonials

"Archimedes Financial Planning has provided financial planning services for us since 2003. Key qualities are the thorough and professional approach and honesty; all of these are essential when financial planning services are required. The true value of Archimedes Financial Planning's methodology is abundantly clear when markets are taking a battering. I highly recommend Archimedes Financial Planning as a financial planner particularly to anyone with a reasonable understanding of risk management".

Garth & Gena Evans

Brisbane, September 2010

"Archimedes Financial Planning developed a Financial Plan that is tailored to our individual needs. They were happy to discuss and debate the Plan as it was being developed and after making sure we understood the consequences, accepted that we didn't want to implement all of the recommendations. Rather than a set-and-forget approach, Archimedes Financial Planning regularly tunes our portfolio to maximise the returns. Their approach is professional and thorough. I am happy to recommend Archimedes Financial Planning."

Peter Beahan

Brisbane, September 2010

"We've been with Noll for more than 5 years now and are very happy and confident of his steady and professional handling of our portfolio.

We really appreciate his personal, caring and professional advice"

Alan and Philomena Anderson,
Adelaide, April 2008

"We are new to Financial Planning and wanted to start investing with a view to planning our family's future. We found Noll and his methods suited us perfectly.

The process Noll took us through was extensive and informative. It enabled us to understand real meaning behind the financial jargon, determine what financial goals we could achieve and how our attitudes & goals affect the investment decisions we make.

Noll's advice also enabled us to make important personal insurance and estate planning decisions that can often be underestimated.

Approaching financial planning in a methodical manner has given us the confidence that our future and that of our child is secure and protected."

Gareth and Lyndell Coupland,
Brisbane, May 2008

"We have had the fortunate experience of using Noll's services since 2003.

At that time we were in a major transition from a redundancy to relocating overseas for another job. Having Noll assist us in financial planning during that time alone took a great deal of pressure off our family and indeed helped us plan a fruitful financial plan that was a strong base for subsequent years.

Noll's approach to planning is very proactive, he has always been very approachable, returned phone calls / emails rapidly that gives one the assurance that he is responsibly acting fully on your behalf.

During the time we were overseas it was very comforting to have Noll looking after our plan and we were confidently watching our assets grow. On our return to Australia in 2007 again Noll helped plan and make our return a seamless financial event.

Noll has a strong scientific / statistical approach to his planning and provides sound advice that is not "run of the mill" advice. He is also responsive to your needs and hence a comfortable plan is reached.

We can highly recommend Noll / Archimedes Financial Planning"

Nick and Diane Sheard,
Brisbane, April 2008

"An APPEA Conference is not really the place one expects to find a financial planner.

So five years ago, when I found Noll Moriarty's booth I was surprised and a little intrigued.

"Archimedes" understood and understood well how to apply the mathematical tools - Monte Carlo modelling, portfolio efficiency frontiers - which we'd been using for decision making in the "Big Oil" business.

So he could frame questions or answers for personal or smaller scale finance with the same rigour that we were applying to corporate life. Why would anyone willingly accept anything less?

After all it's your money, and you probably want answers to those wot-if questions.

You may also appreciate, as we do, informed debate constructed around longer term perspectives based on independent research. Do we agree on everything? Absolutely not…. and in that difference lies the value.

Dr P.J. Moore,
Chief Executive Mogal Marine Pty Ltd, Melbourne