Financial Planner Near Me

Jas has been helping my business and investments grow for over 5 years now and he does an amazing job! He's very professional and actually cares about people. I highly re ... more

Infocus, Sunshine Coast, have been our clients now for more than a year. We want to give thanks to everyone, especially Tracey, for the continued support, the excellent ... more

After experiencing a radical change in personal circumstances, it became apparent that I would need to rethink my finances and how best to go forward. Not knowing anythin ... more

Lynette Murray was my late mothers financial advisor for many years. At the outset, she brought order and strategy to my mothers investments so that they achieved very g ... more

Had a great experience with Stuart at Michael Roach for refinancing of a home loan. He went above and beyond and there was very little we had to do. He is friendly, appro ... more

Positive: Responsiveness

Didn't know what to expect but I can say the appointment paid for itself in the first 5 minutes. Can't recommend highly enough. Thank you Luke.

Alexs advice was very helpful and made me view money in a way that I had not thought of before. I thought he handled himself very professionally, and I think the way his ... more

Louzy Australian financial institution. Had a very bad experience on a house loan with them.

Always happy with Julian and teams work

I came to Axis seeking advice for my mum and I for a long term strategy. I spoke with Jonah who was very knowledgeable and straight forward and made it very easy to under ... more

Professional and genuine

I highly recommend the team at Morgans Port Macquarie, they listened to my objectives, offered a number of solutions that met my risk appetite and wealth goals. I chose P ... more

Positive: Professionalism, Quality, Responsiveness, Value

We were recommended to David and his team a few months ago and he has laid a plan down for us that will se us retired a lot sooner than expected his team are great also a ... more

Great customer service Friendly courteous staff Very professional

A boutique financial planner. Very professional business with excellent advice and staff.

Jason was informative, friendly and supportive and went above and beyond my expectations. I would highly recommend contacting Jason.

Very friendly staff and informative, thorough in explaining what we didnt understand.

friendly staff, felt very comfortable with the advisors and look forward to a long relationship going forward with Bruce and Shannon. 10/10 would recommend! Also, I hear ... more

Wow wow wow. Thanks Chester and team.

My wife Ann Marie and I have been clients of Paul Kay and the team for more than 10 years.Our journey with the SFS team started whilst we were still working to ensure the ... more

Extremely happy with the service they provide. The staff will go above and beyond to help out and are very knowledgeable.

Have been using Matt Corey for many, many years and have found him very good. Always achieving the best results for me in these difficult times. His focus has always been ... more

I have been a client of Future Financial Services for years and have always found them to be available to give great advice when required. I have full confidence in their ... more

Craig Ball is quite simply in the elite class of financial adviser. His estate planning skills and knowledge are second to none. Craig and his team are approachable and f ... more

Valor Private Wealth provided very positive experience with our aged care financial documentation. I was impressed at how prompt the team there responded to our needs in ... more

Amazing service, updated information monthly on all share/stock investments. Very happy

I had no expectations going in, but I am grateful that I did. The experience taught me the importance of planning for the future.

I have been dealing with the team at Nexus for over 7 years. In that time, I have found all the staff extremely professional. Matt Tuton is my financial adviser who tells ... more

Just brilliant, I was referred this business . Could not be more helpful, 5 Stars .

It was fabulous being on the Buy Grow Sell podcast with Simon Bedard. His knowledge of business sales, business valuation, mergers & acquisitions, exit planning, and exit ... more

I have been dealing with OzPlan for a few months now and found that they are exceptional in their dealings

Thank you to Dimitri and the team at Silver & Young Private Wealth for helping us to formulate our financial plan. Dimitri has been patient, given us options and always b ... more

Rita provided much needed clarity to my wife and I, assessing, then mapping out a logical future into our old age. She was very patient, and explained her comprehensive a ... more

Simon has provided us amazing service and knowledge from the get go. We trust simon with our financial interests and excited to continue working with him in the future. H ... more

Rudest people I have ever dealt with. When they brought out the company I originally was with they did not contact me for well over a year. I had to reach out to them as ... more

Vaughan was incredibly helpful, patient and caring in our consultation when I was seeking support for my parents to get them ready for retirement. Would highly recommend ... more

We are associated with Spectrum financials since we bought our first property in Australia in 2018. Thanks to Maria Lopes for helping us since then with all our mortgage ... more

Shane is an excellent FP, we have been very satisfied with his work. Shane and his team provide top class service and his advice is delivered with the right amount of kin ... more

SCAM ARTISTS

I would highly recommend Astoria Private Wealth. Amruta provides professional and up to date advice and is always available for any queries you may have on your financial ... more

Ashley helped us in many ways, he was always honest and answered all of my dumb questions with openness. Nothing was too much or too little. Highly recommend visiting him ... more

Great service, even greater team!