Financial Planner Near Me

Grace Wealth Management has helped us create financial stability and future planning strategies that will continue to meet our financial needs. Great service and very pro ... more

Highly recommend Mary & her team. Professional service that cannot be faulted. Mary was extremely thorough and answered any questions I had. Mary went above and beyond to ... more

Jamie has been my financial advisor since 2017. I trust and appreciate his advice so much. His service comes from deeply understanding his clients and what they want in l ... more

Great annual review from Jason Mudge, he's honest, reliable and always happy to assist with all my questions. Highly recommend

Gloria made the task of getting our retirement sorted easy ,with the desired outcome achieved.We can highly recommend her!!

A professional service given by appointment only.

I highly recommend Wealth Architects, Katrina and her team genuinely care about their clients and provide the highest quality advice. I have seen first hand the amazing ... more

Pure Wealth management have had our best interest at heart for well over a decade. They have always been honest and trustworthy in all their interactions and dealings th ... more

You stole my name but i love the name becasue it is my name so love you xoxoxoxoxoxoxoxoxoxoxoxoxoxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Jamie has helped to rearrange all aspects of our lives for the better, from finances, managing superannuation, income protection, financial advice with looking to retire ... more

Highly professional customised financial needs to meet my needs now and into the future...perfect and very progressive approach! Thank you

Outstanding service, integrity, and advice

Belinda is quick, knowledgeable and easy to work with.

Professional advice. David takes the time to listen to you. Highly recommend.

Heard Financial were thorough with annual review. Helpful and professional. Highly recommended.

Michael is honest, trustworthy and knowledgeable. My wife and I have spoken with him several times of the past few years and he has always taken the time to explain thing ... more

My goofy ranga friends mum owns this

We approached David Rule with the task of helping our family of 5 build a financial plan. Up until then, there was no plan. No means to "get in front". Twelve months lat ... more

Thank you to Geoff Murray in helping me to refinance my home loan, saving me hundreds of dollars on my monthly mortgage payment while Terri Shields kept me informed every ... more

Today I met with Jacinta. Right away I was welcomed with a smile and warm greeting. Jacinta is well-educated, displayed an array of professionalism within her role and re ... more

APT Wealth Partners have been managing my portfolio for 3 years now and I am extremely happy with the services they deliver, both online virtually and physically at their ... more

Great practical guidance

Amanda Thompson from Endurance Financial is the most incredible woman I have come across in business. I have completed and gained enormous benefit from her Financially Fi ... more

Archie Figueira has been our trusted financial advisor for the past fifteen years. In that time Archie has always listened to, and we believe, understood what our requir ... more

Mike has been exceptional in his understanding of our retirement requirements. He is able to explain investment advice clearly and we have found that advice to have been ... more

I have been a client of Nav and the team at Future Needs Financial Planning for over ten years, and I have been consistently extremely happy with the highly personalised ... more

My wife and I have been very satisfied with the service provided by Triple J Financial Planning Solutions. The staff are professional with lighthearted family values. The ... more

Really disappointed! I have been chasing my advisors to be only told they have left or I am going to be allocated a new one. Currently in the process of putting in a comp ... more

I would like to commend Kelly Conley for her excellent advice and extremely amiable manner. I waited to have my first annual review with Kelly to ensure I felt comfortabl ... more

Rude business owner

My partner and I recently met with Ken Filbey for some superannuation and retirement planning advice. Ken took the time to explain, in a way we could both understand, ho ... more

We have been customers of Achieveit financial planning for the past 30 odd years. To say we are happy with the service provided is an understatement. We will continue uti ... more

I have referred a number of my mortgage clients to Sean and I have no hesitation in doing so for his expertise. I highly recommend his down to earth approach and ability ... more

Positive: Professionalism

Could not help me at all considering I've been a customer since 1993 very disappointed

Positive: Professionalism, Quality, Responsiveness, Value

Met with Simon from Sage. Fitted us in promptly and was wonderful. Very knowledgeable and gave us insightful advice and forward thinking. Highly recommend and will contin ... more

Friendly and knowledgeable.

BEST PLACE TO SEND MONEY OVERSEAS . FRIENDLY STAFF AND PROMPT SERVICE AS ALWAYS . GOOD LUCK

After a not so good experience with a previous advisor, Peter at Freeman Financial Group got us back on track with his knowledge and no-nonsense approach. We appreciate h ... more

Positive: Quality

Imran has been my adviser for over 5 years and the service has been top notch. He has provided me with sound advice on investments and has made me very happy with the out ... more

Cant thank enough how much Ray has helped me through my super and insurances. I cant believe how much I was paying in fees which eroded my super fund and policy definitio ... more

Best and most honest financial Advisor in Sydney. Highly recommend!

A family business with only the needs and wishes of the client and family in mind. Excellent, honest advice, warm and friendly attitude and thoroughly professional. I've ... more

Personal Wealth Solutions is a Financial planning service that I highly recommend. Andrew and the team provide friendly, reliable, trustworthy advice and products. Our ... more

I've been with Elston now for quite a few years. It took me several former advisors to find this one - and now I'm very happy with the choice. I find all the people I dea ... more