Financial Planner Near Me

Would highly recommend.

Their team is very knowledgeable in wealth management.

Always helpful and good advice!

Great staff. Expertise is all areas of accounting.

Ian has been taking care of our families tax returns for several years. He is professional, extremely knowledgeable and offers lots of good advice.

Genuine, hard working and reliable team that always have your back. Expert advise and timely follow ups. Been a client for years and would recommend to anyone looking for ... more

Our dealings with Blue Diamond have been nothing but positive

Nic was fantastic to work with! He was extremely helpful with supporting me navigate the first home buying experience. From borrowing capacity scenarios over the course o ... more

Matthew, Look, sorry for intruding upon your time. It actually wasn't terribly important, anyway. If ABZ, BCI, or NST are going down, I'll sell. Was just interested to g ... more

Rob McGregor and the whole team at McGregor Wealth Management are clever, smart and caring. A great group of people.

Super helpful ! Clear information

Positive: Professionalism, Quality, Responsiveness, Value

Positive: Professionalism, Responsiveness

John and his team offer excellent, thoughtful advice and services that deliver measurable results where they count in your bank! (What's with the 1 star rating? 14 review ... more

Hi Gail, Thanks for this format. Without doubt you have been very good at your work for me, but to be fair I will be able to give a more balanced viewpoint after the firs ... more

James Gerrard is a nice, well spoken planner who really knows what he's talking about. My husband suggested we see him regarding our plans and he was really helpful and g ... more

Positive: Professionalism, Quality, Responsiveness

Trusted advisors and friends for many years

Meena and his team were extremely patient and always by our side as we were first home buyers and were daunted by the process but Vicki kept us informed and worked tirele ... more

Rocco is very professional and efficient in what he does. I would give him 10 out of 10 no problems at all. I would recommend Rocco to anyone that needs financial advice. ... more

An excellent company, they are very knowledgeable on all financial matters, and we look forward to our retirement much more positively now. Ben Lindsay is a great consult ... more

Absolutely Outstanding Service, always working for their customers looking to get the best rates on Home Loans without even asking. Looked in my emails a few days ago to ... more

Adam from Parinity has been my financial advisor going on 5 years now and in that time he's helped me save and manage my money in ways that I didn't know were possible to ... more

Positive: Quality

Very happy with Mark Konstanty's prompt and efficient service.

In the past financial planning left me cross eyed and headachy as I'd have no idea what was being explained or recommended to me. In Your Interest Financial Planning took ... more

We have been clients of Epona for the past 2 years and could not recommend them any higher. From the initial meeting we were blown away with how different they were to ou ... more

Positive: Professionalism, Quality, Responsiveness, Value

Had to reduce my rating after taxes this year. I ended up teaching the accountant about tax law. After giving a verbal account and pay slips relevant they ended up claimi ... more

FAM have been our financial advisors of choice for many years. Our relationship with FAM has proven to be a very valuable over that time. In the last 12 to 18 months our ... more

Positive: Professionalism, Quality, Responsiveness, Value

Michael was very helpful and offered good advice. He was happy to take the time to explain financial issues in common language.

Positive: Professionalism, Quality, Responsiveness, Value

Paul has been extremely helpful with implementing our personal insurance and superannuation strategies. He explains things so that everyone can understand them. Would hig ... more

Why dont they teach this stuff in Year 10, Year 12 and Uni so that everyone is closer to being financially literate? Be ready for tales of Winston, Your money getting dre ... more

Steve is a knowledgeable professional with hands on approach. He has helped multiple clients of our firm and the feedback has been nothing but outstanding! Armed with abu ... more

We have been seeing Jayne now for over 10 years and cannot fault the advice she has given to us financially. Jayne is very pleasant and most welcoming. She definitely h ... more

Indigo Financial Services have been our advisors for a few years now and I can not recommend Dan and Louise highly enough!! Their expertise and professionalism goes above ... more

I cannot recommend Oasis Financial Planning highly enough. They were pleasant and efficient to deal with from the first moment we sat down with them. Refreshingly for thi ... more

Josh and the team at Retirement Planning Partners have been excellent! Clear, detailed, researched information provided so we could make an informed decision.

We are really excited to be working with Anna and the team at WOW. She makes sure all our visits are pleasant and informative. Anna took the time to get to know us, unde ... more

A business filled with wonderful humans that give amazing advice and support for all your financial needs, I always feel so taken care of and understand all the informati ... more

Amanda and her team go above and beyond every time! I have been with Wealth Planning Partners for almost 10 years now and love that no matter what, the team are always th ... more

We have sought advice from Javier for years now and couldnt imagine getting it from anyone else. To be in the position we are now we could never have done without his exp ... more

Jaxson is caring , honest and genuine . He is able to walk you through and explains everything clearly . His guidance and willingness to explore options has helped me fee ... more

Good people very professional

Best Accountants in the South West hands down. Reliable and friendly service, I could not recommend more Highly.

Positive: Professionalism, Quality, Responsiveness, Value