Queensland Financial Planner

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.

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.

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

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

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

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

Positive: Professionalism

Positive: Professionalism, Quality, Responsiveness, Value

I have know Dean for a number of years, and have found him to be completely trustworthy and always have my interests at his first priority. Having Dean as my financial ad ... more

Have found Mark most helpful and professional in managing my finances over the years.

Excellent service that really addressed our unique needs and was very good value for money. I will recommend anyone who wants clear advice on their financial options to g ... more

I can only speak in superlatives about the helpful advice received from Angelo Veschetti, Financial Adviser. Angelo has been extremely helpful, knowledgeable, honest and ... more

My wife and I went to see Caleb & Ellie for financial advice to help us sort our finances ahead of purchasing a home. They were excellent in listening to our goals and wo ... more

Damien is very knowledgeable with excellent attention to detail.As a small business owner he has helped me immensely in setting up a system to achieve my financial goals. ... more

Bobby at Centaur Financial is exceptional! He was a pleasure to work with and made the entire process seamless. Bobby is extremely friendly, knowledgeable and goes above ... more

Positive: Professionalism, Quality, Responsiveness, Value

Jarred is great to work with. Highly recommended.

Very Professional ,great customer service , very detailed, and Ian goes above and beyond for his clients , and makes sure you understand everything that your getting int ... more

Brilliant communication and understanding of financial complexities. The negotiated plan was clear with easily understood goals for changes. Expert advice.

Kim has given me and my husband amazing advice on how to better secure our financial position for when we're ready to invest further and retire in the future. Kim's thoug ... more

The team at Vision Wealth Group have been amazing in helping me to understand and take control of my super and finances. I would highly recommend to anyone who is unsure ... more

Excellent support staff and very helpful advice regarding aged care placement. Robyn in particular has gone above and beyond for our family by offering a fast and detaile ... more

Elizabeth Marshall has been very helpful and patient to my partner and myself, working towards our best interests. She and the rest of the Cooper management crew take out ... more

Very professional, experienced and great to deal with.

I have been with Acquira Wealth for over 2 years. Their advice for future planning has been indisposable and would highly recommend them. They also have that personal tou ... more

Euan was the best!!! He understood my situation and really helped me get a quick result.

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.

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

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

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

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

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

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

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

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.

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

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

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

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