Queensland Financial Planner

Positive: Professionalism, Quality, Responsiveness, Value

Paul has been managing my finances for a number of years, couldnt recommend highly enough. He is extra professional and Vanessa the office manager is very friendly.

I had my first session with Garth today. I had heard many compliments about his work excellence from many colleagues who received his services over the years. I honestly ... more

Steve and the Delport & Anderson team are exceptional at providing the best service and advice in financial planning. Steve has a wealth of knowledge in all aspects of f ... more

We really appreciated the advice and knowledge shared with us and highly recommend this business for anyone needing financial advice. thank you

David's knowledge of the lending market, his ability to understand my current financial capacity and provide a tailored detailed financial solution; has allowed me to ref ... more

I would like to say thanks to Neeru Virk and all grow money's staff for their Excellent service . grow money You are very thorough and professional. You did a lot more ... more

My husband and I met with Alex to discuss our retirement plans and have really enjoyed the process. We were quite impressed with his ideas to maximise Centrelink and redu ... more

By working closely with Dean at Ascension, we have improved our financial position and knowledge in measurable terms, and we are now more confident investors with an abil ... more

Luke has been our financial advisor for many years and we have always been extremely happy with his service. He is professional, easy to understand, committed to us long ... more

I would recommend Andrew and his colleagues for all your investmen needs

The team at Wealth Partners have been looking after our superannuation, investments and life insurances for over 9 years now. Stephanie and her team are always available ... more

Have been a long time client with Elston

I cant recommend highly enough Medico Wealth, admirably helmed by John. Personalised advice and guidance, demystification of an opaque financial world, patience and hones ... more

Positive: Professionalism, Quality, Responsiveness, Value

Positive: Professionalism, Quality, Value

Positive: Professionalism, Quality

I have had my first meeting with George. His personal and professional manner is excellent. He made sure I understood everything I needed to consider. I look forward ... more

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

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

Outstanding service, integrity, and advice

Belinda is quick, knowledgeable and easy to work with.

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

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

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

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

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

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

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

Positive: Professionalism, Quality, Responsiveness, Value

Larissa and the team are thorough and are very good at what they do. Give them a call they are friendly and confidential and will help you towards your financial goals! T ... more

Terry at Right fit has been able to streamline my super, the obtaining of various loans and a long term plan for my financial security. I have used Right fits services fo ... more

I've known Ryan for the best part of 10 years and watched him grow from excellent financial planner to become a true visionary. It's been great to see. I wish Ryan and hi ... more

Our family have used Henry Financial Group as our Financial Advisors for more that 35 years. We have always trusted the advice Leonne and Sarah have given us. I haven't a ... more

Geoff and his team are true professionals. I appreciate Geoff's guidance he has provided me over the years I've been a client. Cynthia has always been helpful and respond ... more

Positive: Professionalism, Quality

Steve Nielsen and the whole team at Ascent Wealth are caring and professional people. They will help you to the highest level. I love them.

Bryan Graham has provided financial advice services to myself and my wife for over 10 years and during that time we have transitioned from work to retirement. We have be ... more

Leighton and the team have been incredible to deal with, great communication, very personable with a strategy on point, would and will definitely recommend to anyone!

Positive: Professionalism, Quality, Responsiveness