Financial Planner Near Me

Carolyn Williams has been our accountant for several years and we feel she communicates well and really knows our business. Whilst she is very professional in her dealing ... more

Brendan is a gun at helping my clients to understand and improve their household cashflow and wealth. Natalie is a fantastic accountant and adviser to her clients and mor ... more

Great service

Very Friendly and Able to Explain all to the Client.

Excellent service by Michael Pavani and his team. Could not be happier and I have, and I will in the future recommend Michael and team to all my friends.

Positive: Professionalism, Quality, Value

The team at Morgans go above and beyond! They have been an absolute joy to work with and big support for myself and the team at Accoras. Thanks for all of your help guys!

Positive: Professionalism, Quality, Responsiveness, Value

Working with Simon and the team has been fantastic. Such great outcomes from financial restructures and retirement planning to getting Centrelink issues sorted out. No hi ... more

My husband and I prior to meeting with Phil from Rise Financial thought we had all our insurances in place and felt quite comfortable in what we had. We have our own busi ... more

I have been involved with Retirewell and their advisers for over 20 years and have found them to have a high level of knowledge and understanding of an individual's fina ... more

Great service and help with review of my interest rates

The JF Group provided the most professional and friendly service I've ever experienced. They organised the refinance of my current mortgage and purchase of a new property ... more

We have been with FMD since they opened in Brisbane and have never regretted it. Seeking advise as working people we are now well and truly retired and reliant on the ass ... more

Positive: Professionalism, Responsiveness, Value

Kent, and the team at K2 Wealth have always done all they can to help me with my financial requirements with understanding and service that is second to none.

Tim is the most trustworthy financial advisor I've ever worked with. He's ethical, caring and very accommodating. His knowledge and understanding of the intricacies of ... more

Jason is a top financial advisor. They dont get more honest than Jason. He puts his clients before the money, a rarity these days! Well done mate, keep it up.

EPGA have conducted themselves with the highest quality service, advice and guidance throughout the whole process. We dealt with many people along the way who were very r ... more

Positive: Professionalism, Quality, Responsiveness, Value

Fantastic financial planner. Luck is a pleasure to work with!

First impressions after an initial consultation at Integral Advice were impressive, with a passionate team clearly understanding my financial goals and how to achieve the ... more

Very helpful with advice and made me feel very comfortable with my decision. Thank you.

Jeremy has been great in helping me understand the complex world of superannuation and pensions. More importantly, he has gained my trust for him to invest my funds for ... more

The service we received from Anthony was fabulous. He communicates in a timely manner, his knowledge shows & his commitment to his work is clear. Highly recommend.

After stagnating with a cookie cutter advisory service, we engaged the team at Dalton Financial Partners. Their boutique services are provided with genuine interest and a ... more

Matthew and the team are amazing people to work with I would highly recommend them to anyone looking for advice.

Highly recommend Plentitude Wealth team. They service their clients 110% and will go above and beyond. I first came across Andrew through a networking function. He has al ... more

First class service. Adrian is professional, courteous, and punctual . His advice is second to none.

Positive: Professionalism, Responsiveness

The financial planners at TIFP are proactive, efficient, highly skilled and always 'start with the person'. We have been highly satisfied for some 7 years now and we wou ... more

Navigating the complex process of placing our mentally alert but physically frail father in an aged care facility was daunting. Not only were there the emotional issues b ... more

I contacted Chris for help with refinancing my home loan after a friend recommended him. He was very efficient, careful, responsive and knowledgeable, making the process ... more

Positive: Professionalism, Quality, Responsiveness, Value

Gerard Hansen is the best in the business. He was recommended to me via my real estate agent as I had a very complex situation and he not only worked his magic but did it ... more

Highly recommend Brendan Ryan who guided us through the financial options available as we begin the journey into aged care for our elderly mother. Very approachable and p ... more

Both Jackson and Sam are knowledgeable, professional and ethical when it comes to treating their clients. We would highly recommend their services as financial planners t ... more

If you're looking for financial advice and guidance for future security, I can recommend Mark Baldwin. Very friendly and approachable and helps you to invest your money i ... more

Georgiou Financial Solutions assisted our family with income protection and life insurance. Nick provided us with a comprehensive understanding of the products and servi ... more

We have been with Neale and the team for quite a few years now - Best decision we have ever made. They make you feel welcome and advice is always on hand when we need it. ... more

Jono & Janelle, Simply the Best ! Right from the very first moment I knew I had made the right decision contacting Jono & Janelle, they immediately struck me as very prof ... more

Dominic was referred to me by a friend and I have not looked back. Dominic and team have taken and continue to take good care of my financial well being and I would high ... more

Great team, very knowledgeable and helpful.

Matt and his team at Lifesolver Financial are always totally professional, honest and thoughtful in my dealings with them. Matt has been with me every step of the way as ... more

Positive: Professionalism

I worked with Ben and Jessica at Scott Wealth to review and provide advice on our insurances. Ben and Jessica were absolutely fantastic to work with. They were very profe ... more

Anthony combines years of financial markets experience with a professional attitude and service. Highly recommended.

My first experience with Geoff was over the phone - he was on holidays but received the referral online and rang within 24 hours. Efficient customer service, a rare find ... more

As a member of thr ADF, Chris explained my MSBS benefit in a way I can understand. Solid sensible advice given, easily understood.