Our Clients.
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Media.
Click here to read about Tudor Investassure's foray into the world of social media as featured in Zurich's online Risk Pulse magazine on 21 Oct 11.
Click here to read about Naomi's nomination for the AFA Female Exellence in Advice Award as featured in the North Shore Times on 16 Sep 2011.
Click here to read about Tudor Investassure Pty Ltd as featured in IFA Magazine 8-14 Aug, 2005 in their Practice Management Section.
Testimonials.
Thank you to all our clients for your kind comments.
"For many years, I have neglected to get my financial affairs in order, preferring instead to wait for a rainy day and losing sleep at night. As soon as I met Naomi Rosenthal of Tudor Investassure, her personable, thorough and professional approach impressed me immediately. Naomi has taken the time to get to know me, my financial juggling act and my insurance and superannuation needs. I recently signed off on a plan that is affordable, achievable and the best fit for me and my young family. Thanks to Naomi, and her excellent knowledge, expertise and advice, I now have my financial affairs in order and just know that I will be able to retire comfortably when that time comes. Add to that the safety net that my insurance provides should anything go wrong for me in terms of an accident or injury, I am assured that my husband and young children will be well looked after. Naomi has always been easy to contact, shares her knowledge openly and honestly, and explains everything patiently and thoroughly. I highly recommend Naomi and her business services."
A.W, Ryde NSW, Feb 2012.
"I last wrote that Tudor Investassure saw my husband go into retirement without any problems, now at 60 years old I also no longer work and we find we have a comfortable lifestyle thanks to Tudor Investassure. Michael and Naomi always ask for regular updates as to our financial situation and adjust it as required. Nothing is any problem and they make themselves available any time we feel we need any questions answered.Only having a modest nest egg we didn't think it was necessary seeing financial experts, but it was definitely worth it."
L.D, Chipping Norton NSW, 2011.
"I have been a client of Naomi Rosenthal’s (Tudor Investassure) for the last 5 years. I have been very pleased with her services, professional advice and availability to communicate over this period. She was extremely competent in undertaking the necessary tasks and advising me accordingly. I confidently recommend Naomi Rosenthal’s services."
N.B, Northbridge NSW, 2011.
"Tudor Investassure, have over the years advised us on our superannuation and most recently the conversion of super into an allocated pension plan. This has all worked with a minimum of input from us and a maximum of good advice from you. Indeed we feel that your advice has contributed greatly to our current life style and the quality of life we enjoy. Thank you Michael and the team at Tudor."
P.H, Bowral NSW
"I would just like to take the opportunity of thanking you for all your prompt and caring assistance with my financial requests throughout this past year. As you are aware I find at times it is all a bit overwhelming but you have an ability to make it so much easier to understand."
P.M.R, Gosford NSW
"I was first introduced to Michael Rosenthal in the nineteen eighties when he was the principal of his own financial consulting business... I have no hesitation in stating that the advice and assistance given to me by both Michael and Naomi has allowed me to move into a comfortable retirement somewhat earlier than I first anticipated. Other than their extensive knowledge of the industry and the newer products available to enhance wealth creation was the fact that they listened to and understood our views, ensuring that these were of prime importance in their recommendations. In addition they were able to have certain superannuation funds we had in the UK transferred to an Australian fund with the minimum input from ourselves and in a speedy manner.
I have been most gratified by the efforts made on my behalf by Tudor Investassure over the past four or five years and cannot recall a single instance when I was disappointed in their actions. All advice has been presented in a most professional manner and we have been constantly pleased that both Michael and Naomi were at pains to ensure that we fully understood potential drawbacks as well as advantages of particular courses of action."
P.R.M, North Gosford NSW
"In 2004 a friend suggested we should see a financial adviser... We arranged a meeting [with Tudor Investassure] and within a short time they came back with a plan to see us through to retirement. Their experience enabled us to gain a considerable amount more money than we could have saved in a very short time. Now in 2008 they have seen my husband go into retirement with absolutely no worries. They explained everything, arranged the superannuation to be invested, giving my husband an income equal to his lifestyle. I now thank our friend for the best advice he could have given us."
L.D, Chipping Norton NSW
"I first met Mike in 1966 and attended his wedding in 1968. We have been great friends for a long time. During this time I have found him and his family to be honest, hard working, trustworthy, and above all, sincere people. It is because of these personal attributes that I feel 100% confident in placing my financial future in their hands. Naomi and Mike are a great team - nothing is too much trouble for them - in fact, Naomi is a dynamo!!
Tudor Investassure is here for the long term - they are always available to talk to me about any detail no matter how small: moreover, their discussions are in a language I can understand. Their help, service and advice is so reassuring because they way they treat me re: my financial needs, has that appreciated personal touch."
B.K, Concord West NSW
"I consulted with Mike about savings and superannuation plans, and he worked diligently to put a small portfolio in place, with an emphasis on long-term growth. Over the ensuing years, Tudor Investassure have kept track of my circumstances, and reliably contacted me whenever positive changes could/needed to be made. I have found their help and advice invaluable. I have pleasure in recommending Tudor Investassure to any and all who need sound advice on investment and retirement matters."
G.S, Lake Munmorah NSW
"After 30 years of working for Ansett Airlines, my whole world fell apart the day that company collapsed. I thought that I had lost everything. I turned to Michael Rosenthal of Tudor Investassure Pty Ltd and he took control of my finances. His dedicated work and knowledge was a godsend. He sorted it all out and salvaged everything he could from the Ansett shambles. His advice and knowledge on investing was invaluable and here I am 6 years later taking early retirement."
K.S, Arncliffe NSW
"On the recommendation of a friend, and before retiring in the year 2000, we sought the advice of Tudor Investassure with regard to our future financial protection. We immediately felt comfortable with the professional and personal approach offered by Mike Rosenthal. Since that time, Mike, and lately his daughter and business partner Naomi, have kept us fully informed and offered regular advice on, and reviews of, our investments. More importantly, we are at complete ease with the investments chosen by Tudor Investassure for our superannuation fund. The professional, personal and friendly service offered by Tudor Investassure cannot be too highly recommended."
N.N, Tea Gardens NSW
