Financial Planner Near Me

I have known Louise Bedford and Chris Tate since 2014. I have always found them to be highly ethical people, who always work very hard to help people achieve the goal of ... more

Positive: Professionalism, Quality, Responsiveness, Value

Jake and the team are a pleasure to deal with. They have helped us understand where we are going and how to get there - without any stress. Highly recommend to all.

Strongly recommend Enrizen if you need personalized services and holistic advisory in business structure, taxation and risk management for a startup. Recently, I have als ... more

John is a pleasure to know. Always up for a chat, transparent and professional. I'd recommend his services to everyone! Thanks

I rang for a bit of quick advice on changing my superannuation as my current fund is under performing, the man I spoke with was excellent in his knowledge and advice whic ... more

Brilliant team to work with! Heather has re-financed my loans to a much cheaper rate with a different bank, saving me quite a bit of money! Really happy with their expe ... more

Our relationship with Tim, Craig and Ryan has grown from a mutual respect and understanding of business and investment ethos to confidence based on proven results. As acc ... more

I couldn't be more happy with Daniel and the team at Tenfold Wealth. They have been incredibly helpful throughout the process. I would highly recommend them for financi ... more

Really great advice that got us thinking outside of the box.

Always very informative and up to date on our self funded super portfolio.

Positive: Quality

Thankyou Michael for your help and guidance with my finances, it was a very enjoyable experience for me, as you are easy todeal with and talk to, which made the experienc ... more

Sam and Will are very sound operators in their field. We have the utmost trust in their transparency and the advice they provide.

I thoroughly enjoyed working through the nitty gritty of my finances with Daniel at Surf Coast Wealth Management. Sessions were informative, practical, and tailored on my ... more

These guys helped me with my loan and helped find me a property to purchase. Communication was amazing and they were very informative and professional. Would work with th ... more

Great to deal with. Knowledgable and trustworthy. Came out to us and spent time getting to know our income, assets and goals.

Positive: Quality

Tim Mackay has been assisting us with financial advice for 4 years now and during this entire period he has never failed to give us sound and wise advice. He is very resp ... more

If you are seeking true independent financial advice with integrity, than Lachlan Schonfelder is someone you must talk to regarding investment advice, life insurance or s ... more

Has provided sound advice with follow up to ensure investments are meeting set objectives.

Very knowledgeable and helped sort out my finances. Would definitely recommend to anyone.

Mark and the team at Drakkar group have been instrumental in my financial education. They have helped me immensely in areas such as equity markets, self managing my super ... more

Very impressed by the quality of service and communication from the Grimsey team, Danny and Gina in particular, over the last few years - helping me figure out the 'tax a ... more

Positive: Professionalism, Quality, Responsiveness, Value

Nic made us feel at ease, was a great communicator and gave clear personalised advice. We now feel much more informed about our finances and future investments.

If you're looking for a professional, honest and experienced financial planner, then I can thoroughly recomment Andrea from Jenbury Financial. I have had the opportunity ... more

In a very short time, Ben has informed, acted and produced pathways for our retirement. He and his staff have worked diligently to make our transition from work to 'life ... more

Positive: Professionalism, Quality, Responsiveness, Value

Not interested in building a relationship. dump me via email

Our SMF as been with Quinns for many years. We are pleased with how the portfolio as done in that time, despite all the ups and downs that markets go through. Combination ... more

I joined Davids financial mentoring program after a zoom session where I was introduced to its uniqueness and the concept of discovering my Winning Number. I joined the f ... more

Martin at Fiducian Financial Services is a fantastic financial planner. the great thing about dealing with Martin was that he is very patient and aims at providing servic ... more

Thanks rob! Never been in such a good financial position in my life! Genuine and caring service . Highly recommend

Thankyou to Gavin for our advice and set up with our SMSF! Fantastic advice and great turnaround times. would definitely recommend this team.

Andrew and RPS Advisory are true professionals in every sense of the word. Highly knowledgable and deliver a first class service. Would very happily recommend.

Highly recommend Robbie and the team at Financial Freedom by Design. Always willing to go above and beyond to help in any way they can.

All round friendly, efficient and professional group of people doing their best to look after your financial interests. In my case, my Superfund and then moving into Age ... more

Steve has advised me for a number of years now and I have found Steve to be professional and knowledgeable at all times. Steve acts with honesty and integrity and I have ... more

Had an awesome experience with Mark and his team. They are extremely detail in the sessions and the report they produced have guided the financial decision of my house ho ... more

Positive: Professionalism, Quality, Responsiveness, Value

I was referred to Mark and his team after a particularly difficult year to help me sort out my finances. I found a dedicated, highly professional team that managed my lat ... more

Battistella Financial Services have been providing financial services to my family since late last year. I initially came to Julian in regard to financial advice in regar ... more

Very helpful and knowledgeable. Handles our assests well.

Grant is a great financial planner, would definitely recommend him if you are looking for clear, compassionate, and knowledgeable support with your financial matters. Ver ... more

My husband and I have been clients of Scott O'Donnell for several years for several personal risk insurance policies. What I like most is Scott's tenacity. I have compl ... more

Greg has provided me with concise, informative and knowledgeable financial advise that has met all my expectations over many years. This advice was provided in a very pro ... more

Martin and the team are consistently attentive, prepared and happy to explain things (in 10 different ways, when needed). They listen intently and advise to address my sp ... more

I cannot recommend Alex and the team at Endorphin Wealth more highly enough. In my beliefs he is up there with one of the best financial advisors Ive ever had the pleasur ... more