Financial Planning – Virtual Financial

I have had the pleasure of engaging the services of Advivo this past year. Leon has been so helpful. He is not only extremely wise and knowledgeable, but also compassionate and caring. He has never made me feel foolish when I have asked questions. In fact, he has gone “above and beyond” in assisting us with our goals and our queries and providing specific business advice.

Leon was incredibly helpful and knowledgeable. Nothing was to much trouble to him. He is easy to contact if you need an answer quickly and he always get back to you. I got a great outcome. I would thoroughly recommend Leon.

Very pleased with the excellent customer service that Eric has provided to us. Could not have asked for anymore, Eric was very professional and is also very knowledgeable in his role.

Leon is amazing and extremely helpful. His knowledge really helped me to build my business and figure out what suits the best. Leon and his team are always approachable and supportive! A great team to work with.

I have known Dale from Advivo for over a year now. Dale is always professional, friendly, generous with his time and a pleasure to work with. Thank you Dale for your strategic advice.

My favourite thing about Advivo is how approachable they are. They’re very easy to talk to and really know my business. Also, their fixed fees make a huge difference as a small business owner - with other firms, you’re always afraid to call as it might cost you a fortune, but the team at Advivo make me very comfortable to reach out whenever I need help or advice.

Advivo has helped me manage the finance side of my business so I can focus on other aspects of the business. With Advivo’s assistance, my books are tidy and controlled and it is comforting knowing that I have the full support of the entire Advivo office.

We are very happy with Advivo - they have exceeded our expectations and it really has started changing our way of thinking about the business. From an operational side, we are now being innovative where we once weren’t. Advivo has fine tuned our business in every aspect, and this has improved our product development.

We engaged with Advivo to work through a business insights workshop, to understand our sales process and how best to take the business to the next level. Working with Leon was a joy. He was easy to talk to, and he very quickly comprehended what the business was all about. He came up with some great ideas, aspects I hadn’t thought of, and new ways of looking at things. Our business service is new to the market, and now I understand how to best articulate our competitive advantage, the value that our business offers our clients, and have confidence to charge the right price.

As a start-up about to go to market, our research and development has been quite expensive, and funding has come from many different places. Chris helped me ‘clean up’ and restructure, so now we are very neatly presented which makes us stand out from the start-up crowd looking for investors. Chris is our go-to advisor. He helped us make better use of our resources and always comes up with great creative ways to help us attract new investors. He has been nothing short of excellent.