Financial Planner Near Me

Spot on across all accounts. Covered everything in real detail and shared the results in an easy and understandable way. Real peace of mind knowing long term we are in sa ... more

Have looked after me for years. I would recommend Jason to any body he is very good.

Daniel has given me honest, reliable advice numerous times when I was in need of financial guidance. Always helpful, always available

Was with them for yrs couldnt care less about growth and just wanted fees fees fees take take take but couldn't give a rats about their customers they just wanted money f ... more

After going through half a dozen accountants through my career so far (many were unethical and in some cases absolutely clueless), I am glad to have found Price Financial ... more

Really helpful thorough advice.

Great experience from all staff, professional and friendly service and ended with a satisfying and achievable plan. Definitely recommend (and the front staff deserve a pa ... more

Personally, I couldn't be happier with my portfolio returns. Sure outside market influences dictate but it's the knowledge of Capstone and their partners that read the ma ... more

Great!!

I cannot praise Goran from Invest Blue - Melbourne enough. He has always been available for any questions I have had. And his financial knowledge and understanding of our ... more

We have used one26 mortgages for our first home loan and the service was personal and professional. Wouldnt go anywhere else for our new home loan. Highly recommend the o ... more

Recommend to everyone. Serenette was able to help us achieve our goals and set a plan for the future. Easy communication especially as we are not locals and found her thr ... more

NEVER ANSWERS THE PHONE AND DOES NOT PROCESS NDIS REQUESTS. Left me with $1500 debt that NDIS supposedly paid. DO NOT USE.

If you require any guidance or assistance with your finances, do not hesitate to reach out to Financial Spectrum. Greg and the team at Financial Spectrum are a group of a ... more

Planning for my retirement initiated my contact with Morgans. Morgans, particularly Judy, made the financial planning process to be a very positive, educational and infor ... more

Bill and the team are a wonderful asset to their clients, and we always appreciate what they do for us. Certainly highly recommended for financial planning advice!

Will refuse to cease cold calling. Offers "sharp" rates for 'business finance' but can't explain what a "sharp rate" actually is. Very shady cold calling tactics.

I have been using Martins services for last 12 years. He's helped me with multiple car loans as well as with almost impossible business loan for our non profit organisati ... more

I have been very happy with the website for my share trading activities but more importantly the customer service when required I receive from James and Billy is first cl ... more

Positive: Professionalism, Responsiveness

Thanks to Brett and the team for their professional and insightful advice and support.

We used Pollock Financial Planning for their Aged Care knowledge which we found excellent. They are a caring and knowledgable staff and supplied a myriad of options with ... more

My biggest recommendation is prior to making any retirement or financial decisions is that you speak with Andrew to ensure that the decisions you make are suitable and su ... more

Fantastic team. Helped us through an insurance claim and gave us hope for retirement. Highly recommend!

As a client of 5Financial Wealth Management for seven years, I am sharing my sincerest thanks to the 5Financial Lending team for coordinating and facilitating our pre-app ... more

Friendly team, knowledgeable Advisers.

With Andrew Cunich for years and years. Delighted customer.

I was directed toward Michael Lynch at Bennett and Co. when my parents health had declined to the point where they could no longer manage their own affairs. I recognised ... more

Ive been a client of BW Wealth for close to 20 years now and during this time and a few changes of advisers I have received nothing but good advice and experience for all ... more

Chris was so easy to work with, having never seen a financial advisor before, he took the time to explain options and was patient with my many questions. I feel at ease k ... more

Good guys. Great advice.

He is a liar and stupid - dont bother - no stars but forced to have one star

Great team

The management of our retirement has been brilliant under the care of our advisor Finn Dorney. So much more than just a business relationship. Thank you Finn

No one to be seen no Telepfon no service no nothing, why is the address still in the internet

Always available to assist with our questions, very professional & knowledgeable. Financial information is sometimes overwhelming & difficult to understand however, our F ... more

Customer service is excellent from reception thru to my financial advisor. Emails are always read and responded to promptly, almost immediately. Information and advice is ... more

We are very happy with the regular communication and updates from Ben. Ben has a proactive approach and has guided us through a clear strategy for our finances and futur ... more

Marc took complete care of us. He spent time understanding what was important to us and created a plan we could stick to, to get where we want to go. He is one of a kind ... more

Barbara and Shane were exceptional. They provided thorough financial advice, with multiple options. The process was very straight forward and simple. They were compassion ... more

Dont ever sign any documents with this company for your super, forcing and threats to make someone do something, they want me to pay $8000 for services they didnt delive ... more

Have been supported by the team for more than 4 years. Transparency, honesty, listening and well planning are the key highlights of my experience working with the team.

Marcus was very helpful and professional with our insurance needs.

By far the best accountancy I have ever done business with. By advising myself personally and also my company on financial accounting matters, they have helped us to exce ... more