Read what our satisfied clients have to say about Mi Wealth Plan and Andrew Dalton’s financial solutions.
Andrew recently assisted me with organising my finances. During the entire process I found Andrew to be extremely helpful, highly professional and easy to work with. At no time did I feel pressured. He was always patient and attentive to my needs.
J. Manners, October 2014
Andrew was referred to us by our Mortgage advisor, as we had our own business we needed to ensure we were totally covered in case our circumstances changed. Andrew went through all the products in great detail and pointed out all the benefits. We now feel everything is in place for peace of mind going forward. I would highly recommend Andrew and will continue to keep in touch for future updates.
V.Bryant & E.Bryant, December 2014
We were looking into income protection and life insurance and had been recommended Andrew at Mi Wealth Plan by our broker. He was very helpful and knowledgeable, answering all of our questions, and made the whole process more comfortable and easy. I would highly recommend Andrew for any financial advice and will definitely be going back to him for our future financial planning enquiries.
A.Cullen & D. Richardson, December 2014
Thank you Andrew for managing our recent TPD claim. You were professional and efficient and took the stress out of the whole process for us. We were never left in the dark and were given weekly updates on the progress, which you actively followed up on. The result was much quicker than I expected and much smoother than I anticipated and I can only put this down to your diligence and attentiveness in this process.
Thank you again, I would recommend your services to anyone.
S. Morley, February 2016