3P strives to create meaningful client relationships where no question is too silly and no problem is too difficult.
Maureen
Before seeing Ziggy and his wonderful team I felt in real need of guidance both for my own finances and investments but also to assist with broader family financial issues. Ziggy and the team have been so genuine in wanting to help me. They have been kind and empathetic. I have developed so much trust in them. I don’t feel like just another client – more like a friend. Their advice has brought some clarity in the midst of confusion. The process has been enjoyable which is a funny thing to say about financial advice! I feel more confident about getting the right guidance for my future. I would recommend 3P to anyone in a heartbeat.
Susan M
I used to be worried about the future, had a lack of direction, felt anxious and overwhelmed, like I was needing clarification. Ziggy didn’t seem surprised by my situation, as if it was ok and that other people also go through situations like this. Ziggy & his team was good at helping calm me down and to take control of the situation with some great strategy, he helped us consider all scenarios and helped us to get started. We have just started on our journey with Ziggy but are starting to feel confident, empowered, and looking forward to getting some further direction for the future. THANKS!
Andrea & Adrian
Before we came to 3P we were lacking direction for our finances and we were quite daunted by the enormity of trying to make sure we were prepared enough for the future. All the team at 3P have been down to earth, approachable and knowledgeable. They listened to our situation and what we needed and understood our position. The team were empathetic, and gave us the time we needed to answer all their questions without rushing us. It was a relief to us that Ziggy had great insight into what we were experiencing and where we wanted to be financially. The considerate nature of the team extended from initial contact to follow up meetings and ongoing support.
Jerry & Susan V
Before we engaged Ziggy to help us with our finances, we were worried about our future; we had a lack of direction and felt anxious and overwhelmed. Ziggy treated us with respect. Funnily enough he wasn’t surprised at our situation re-assuring us that it would be okay and that many others have been in a similar position. Ziggy was good at helping calm down and to take control of the situation with some great strategy, he helped us consider all scenarios and helped us to get started. We are not there yet. But definitely started on a journey… We have just started on our journey with Ziggy but are starting to feel confident, empowered, and looking forward to getting some further direction for the future. We would rate our experience so far as an 8 out of 10 and would definitely recommend him and his team at 3P.
Michele & Mark
We found Ziggy and his staff were professional and considerate. We felt very comfortable in their presence and speaking over the phone on a few occasions. The honesty was genuine and caring. We felt we were heard. The process has left us feeling more comfortable than before about our finances. We feel we have better direction and looking forward to keeping in touch with Ziggy and his staff at 3P.
Marg
Before coming to Ziggy, I felt totally let down by my financial planner. Upon contacting Ziggy from 3P firstly he took the time to understand not only my position but my needs and expectations as well. In every phone call, email or text I was given my options with the upside and downside.
3P have been diligent, proactive and taken a weight off my shoulders at a time when it felt like the walls of my world were caving in. It wasn’t just Ziggy, but Con and Lester who all called me when I needed them most and were able to empathise, clarify then act.
As I am a new client of 3P if this was to continue down track I would feel like I had more than just a financial planner giving me advice but a caring partnership in my corner who was not there to line their own pocket but there to see me Prosper.
To date I would have to give a 10/10 for 3P and would definitely recommend others to engage Ziggy and his team if you want a heartfelt partnership rather than one that on the surface appears to be genuine.
Kathy
As a client of 3P, I am delighted to provide a testimonial for this organisation’s personalised & caring customer service & professionalism.
Prior to our first appointment with Ziggy/3P, my husband and myself, who attended our meeting with my sister (an existing client of 3P), were very stressed and financially decimated after many years of personal & financial loss which had taken its toll on us.
We were treated with empathy & sensitivity. The professional advice we received was tempered with warmth and humour; such a refreshing experience and one not usually synonymous with what a financial planning company visit normally entails.
We were given sound financial advice and Ziggy identified another company who could join with us all at a follow up meeting to discuss financial options that may break the cycle for us. We finally had some hope that things could improve for us given the right advice and actions on our part, with 3P’s assistance.
The process was so very positive – we felt an instant rapport with Ziggy and Chris Borg and his team, if felt more like seeing a friend who was a Financial expert rather than a stranger.
I would rate our experience a 10/10 – for both Ziggy & Chris’s people skills, efficiency and professional expertise.
I would not hesitate to recommend 3P to anyone who requires Financial, Taxation or any other professional advice within their portfolios. We highly regard 3P and plan to have an ongoing professional relationship with Ziggy and Chris in terms of our financial/taxation needs going forward.
