Financial Planner Near Me

Chris Yena was so friendly, helpful and informative. I was enquiring about my HEC debt and left with all the information I was hoping for. I would highly recommend Warrin ... more

Not a fan of reviews but in this case I must. These people are simply fantastic. Plain and simple. They helped my sister and I through difficult processes (and a difficul ... more

Great experience and follow up from Prashant and his team. Enjoyed working with him always.

Working with Tim, Fiona and the team is great. I highly recommend them to everyone.

Can highly recommend these guys. Unlike most so called financial planners who really dont 'manage' your finances & super, these guys provide a comprehensive and clear pla ... more

We have worked with FFG for the past two years. They have over-delivered at every step of the journey. Highly recommended!

I highly recommend Evan Tsirapidis at Vigeo Finance. Evan helped us with our finance and provided us with a lot of useful & helpful advice. Evan is very professional with ... more

Positive: Professionalism

Really prompt and efficient service!

Ross and his insurance specialist were able to tailor a solution specific to us, to best make use of tax deductions and cash flows that met our needs. Its amazing the wei ... more

Jake is efficient, approachable and knowledgeable, 3 great traits from a financial planner!

Positive: Professionalism

Simon at Miller Wealth is a genuine SUPERSTAR. Called with a problem and he had me on the right track within hours. Thanks Simon & thanks Miller Wealth.

So helpful have been with them for at least 15 years. Have nothing but respect for Kathy and Gen.

The team at Fortress were a great help in easing the stress of my financial worries. Emma was very helpful and was full of advice when it came pointing me in the right di ... more

We were extremely pleased with the professional, expert advice that Rob provided on behalf of our aged parents who needed to move into a nursing home at relatively short ... more

Positive: Professionalism

We are very pleased to have been a customer of Paradigm Advice for over 15 years. Paul and his team has always acted in our best interests in helping achieve our portfoli ... more

Jose at EWFP has been a great help in providing my partner and I ongoing financial advice and investment management for the last few years. The business came highly recom ... more

I am pleased to write a review for Hordern Wealth Management (Angus Hordern) on the basis that it may serve to provide confidence to anyone that is considering using this ... more

We have been seeing Michael and his team for approximately 25 years. Great advice, friendly and a professional service. They know Finance! We are in great shape for retir ... more

Positive: Professionalism

Jason is great to deal with with great advice delivered in an easy to understand way with great solutions for our individual needs.

The team at Limitless Tocumwal have helped us so much in achieving a number of our goals we set to own our first home. Thanks to the adivce we received from the team we h ... more

We had the pleasure of attending one of PSK's events last week. It was excellent. Another empowering opportunity. We have had nothing but the absolute best of care and se ... more

Michael has set up a schedule for our future. So relieve to know there is a plan in place....

Martin and the team at Financial Edge Group have provided us with expert advice to ensure our retirement goals will be met when we are ready. In addition, they have helpe ... more

Tracy and her team have provided my family with kindness, support and highly professional advice during stressful times. If you're looking for expert advice with heart, l ... more

When we met Andrew nearly 19 years ago we had shopped around for a financial planner who listened, understood us and wasn't aligned with any particular product. We wante ... more

I've worked with Steven in a professional capacity and thoroughly recommend him as an honest and trustworthy financial planner who puts his clients first.

Amazing client care by very capable Nicholle. I couldnt recommend this company more highly! Brilliant!

A very professional and highly experienced team. Highly recommend.

I have been with AMP Advice (formerly called Ipac) for many, many years. I have always found the staff extremely friendly, helpful & professional. I am very happy with th ... more

Very informative. Ben has assisted me for approximately 5 years planning my retirement goals. I knew where I wanted to be but didn't know how to achieve the goals. Wit ... more

Great experience Many thanks

I highly recommend Paul Pellegrino, and Partner in Planning. I have been a happy client now for over 10 years and Paul is very knowledgeable and passionate about the best ... more

A Big thumbs up for this bloke, could not of been more helpful.

Awesome service. Peace of mind matters.

Myles is very professional and very good at TPD claims. His charges and fees are reasonable.

Positive: Professionalism, Quality, Responsiveness, Value

Steven provided the perfect balance of listening and advising. He gently prodded and poked so that he, and I, could understand my 'money' story. Then he showed great insi ... more

I was fortunate to be a founding customer of Chris' when he opened his own business many years ago. Chris has assisted me with managing my super, insurances, share invest ... more

Positive: Professionalism, Quality, Responsiveness, Value

Sonia provides relevant information that supports my current circumstances and always ensures my financial needs are met. She also provides tips and suggestions that migh ... more

From the first meeting with Robert , I felt that Ive had found the right person to advise and direct me with my finances . Im a widower and a pensioner and his advices ga ... more

Positive: Professionalism, Quality, Responsiveness

Sean's advice is honest and expert. He's also been great with handling my last minute questions and replying to emails with detailed responses. My wife and I have had a g ... more