North Sydney, NSW Investments

Dont buy from them. Bad service after you bought it. They didnt fulfill their promise that they said when they trying to sell. Bought a property from them is the worst de ... more

Financial Planner North Sydney has greatly assisted us in gaining control of our financial situation and preparing us for a wonderful retirement that is rapidly approachi ... more

I have been working with Michelle Flanagan from TWD for the past 18 months as a financial advisory and estate planning service for my family. It has been a much more prod ... more

Andrew has been fantastic in every way during our sessions with him. He is extremely kind and generous with his time and always has a smile and a cheeky laugh to accompan ... more

I was put in contact with Peter Small of Fluid Financial Services by a friend after little progress had been made with my enquires with numerous superannuation/financial ... more

great service, amazing recommendations

The team at Beresfords have been fabulous to work with. From our initial meeting with them I have been blown away with their knowledge, expertise, patience and service. ... more

Worked with Julian at Plenary to consolidate my Super and develop a more sophisticated investment strategy. Great advice and easy to deal with!

Amazing people to deal with - endorsed

We first became AGS clients in 2015. The standout piece for us about AGS is the feeling that nothing is impossible if you have patience, perseverance and the best advice. ... more

Absolutely brilliant. I didn't know anything about the process but Retirement Essentials made everything so streamlined, easy, quick and economical. I would recommend any ... more

Frank Lin of Xin Wealth was extremely helpful in giving me confidence the financial path I am on will help me retire on an income I desire. I would recommend his advice ... more

Nick Wong is an excellent advisor with a detailed knowledge of the product suite. He is a patient listener who cares about his clients. I have every confidence in his rec ... more

Waited 14 days for a term sheet and received. Look forward to the journey with Faro. Great communication.

Bridge Private Wealth has been incredible to work with. The advice weve been given has been personal, agile and easy to digest. The team comes well recommended and we can ... more

Most knowledgeable, hard working, and results driven agent I have encountered. You will not be disappointed. She is the BEST!

Good service

Julian and his team provide timely and well researched information to help you with your investment needs.

Efficient effective service

Critical: Quality, Responsiveness, Value

Positive: Professionalism

Gave terrible advice which in the end, costed me more money due to poorly structured TPD and income protection insurance. They didn't even advise on properties that I had ... more