New South Wales Financial Planner

Tristan took the time to explain everything beautifully A good experience

Dustin Bartholomew and the team at MBA Wealth Solutions have assisted us for many years in our financial and retirement planning and we cannot recommend their services hi ... more

I've used FMS for many years and their knowledge and service is exceptional. In particular, my recent dealings with Stella have been professional and timely, and I would ... more

My husband and I are long standing clients of the Shadforth Financial Group. We have been extremely happy with their high level of professionalism and advice. Our Private ... more

Since the very beginning, Emm and her team have completely understood what my goals were - Lumaire Wealth offer a wonderful service and go above and beyond for their clie ... more

Josh and the team were absolutely amazing, my brother and I were first home buyers who honestly had little idea of the process and what we needed to do. Josh was so helpf ... more

David from Innovus Accounting assisted our business in a informative and professional manner. The service he provided us has assisted our small business and attributed to ... more

I have no understanding how these 5 star reviews could possibly be linked to Stockspot. Does no one review the returns on money invested over 12, 24 or 36 months. These g ... more

Amazing advise. Friendly and very personable. Outstanding preparation, always offering sound and practical solutions to manage personal finances and supannuation. Fantast ... more

Dylan has looked after my finances for a number of years, helping me get closer to my early retirement. Always professional, friendly and endlessly patient with me!! High ... more

Great Service

We have been extremely impressed with Griffiths Wealth, Kyle's knowledge is second to none and makes you feel like your the one and only client, which is pretty amazing i ... more

After having a long-standing association with Michal, his help and assistance in achieving goals and providing insights would not have been known to me otherwise. I recom ... more

I recently had the pleasure of working with an outstanding financial planner, Min Wu, who exceeded all my expectations. His professionalism and exceptional knowledge of t ... more

Zac & the team have sorted my finances and have me on my way to buying my first home. They were really affordable and took my savings goals seriously. They were patient a ... more

I find Brett to be very knowledgeable and genuine. He is easy to to talk to and offers a great service. I know he has my best interests at heart. I have referred my frien ... more

I have been connected with Assure Wealth for several years now. This service provides a sense of confidence and comfort with regards to my financial needs. Pat has assist ... more

Positive: Professionalism

Dealing with Benny has been great. He's very knowledgeable, friendly and explains difficult things in a way I can understand. I would highly recommend Benny to anyone se ... more

Andrew and his team are simply amazing. The level of professionalism and care they offer is second to none. Andrew has so much experience and genuine passion for what he ... more

Thomas from iLink has consistently and professionally served our financial needs for the past few year. I can highly recommend him.

Positive: Professionalism, Quality, Responsiveness, Value

Paul and his team have worked with us for many years and help us create order from the chaos of our lives. He has the structure, skills and impolementation nous in his b ... more

I have had the great pleasure to work with Scott and he has demonstrated the quality of his advice through the comprehensiveness and well detailed nature of his research. ... more

Mankit and Jin are both professional and friendly with all financial consultations and advice. They took their time to listen to my concerns and dissolve any queries or m ... more

Positive: Professionalism, Quality, Responsiveness, Value

Would definitely recommend!

Best in the business !!

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My husband and I met with Liz a few months ago as we wanted to review our superannuation, get personal insurances in place and also needed assistance with our money manag ... more

Positive: Professionalism, Quality, Responsiveness, Value

Working with ADR Wealth has been nothing short of inspiring. Through Davids deliberate, measured, and considered approach, we have been able to plot my financial future. ... more

My Wife and I have been using Tim and the Team at Provident for several years now, planning for our retirement. We have always found the Provident team to be helpful and ... more

Positive: Professionalism, Responsiveness, Value

I was referred to Alex via my initial referral through a friend. Alex contacted me almost immediately after he was provided my details - and I never looked back! Alex and ... more

Positive: Professionalism

Tim Cotton really helped us consolidate our Super and got it working for our future. He made things simple to understand. We have already seen the financial benefits to t ... more

Positive: Professionalism, Quality, Responsiveness, Value

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

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

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

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

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

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.

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

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

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