Toowoomba City, QLD Financial Planner

Positive: Professionalism

The team at Fortress were a great help in easing the stress of my financial worries. Emma was very helpful and was full of advice when it came pointing me in the right di ... more

We were extremely pleased with the professional, expert advice that Rob provided on behalf of our aged parents who needed to move into a nursing home at relatively short ... more

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

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

Recommend to everyone. Serenette was able to help us achieve our goals and set a plan for the future. Easy communication especially as we are not locals and found her thr ... more

Very friendly staff and informative, thorough in explaining what we didnt understand.

friendly staff, felt very comfortable with the advisors and look forward to a long relationship going forward with Bruce and Shannon. 10/10 would recommend! Also, I hear ... more

Very happy with outcomes

TFC Financial, in particular Joshua Snell (our new adviser) were very thorough in establishing our goals and providing advice on how we could achieve them. Josh listened ... more