South Australia Investments

Fantastic service not long waiting at all just few minutes I was served by Nicole.very happy with my results an service

I recently saw Jacie at Periapt Financial Services and was extremely happy her friendliness, professionalism and dedication in helping me achieve my financial goals. She ... more

We found the experience very pleasing and informative. It gave us a very clear picture of what we need to do in relation to our up and coming financial commitments and ac ... more

Positive: Professionalism

Positive: Professionalism, Quality, Responsiveness, Value

We first met Coach Chris 3 years ago as we needed to better understand and control our finances to position ourselves for retirement. This was the best decision we had ma ... more

Saved me $7000 first year. Wish I found them years ago

Chris has the able to communicate complicated financial info and projections without hype, spin and can explain his reasoning in a manner that we non accountants/advisors ... more

We engaged with Chris 7 years ago in the lead into retirement. We had a goal of being self funded retirees and we have achieved this over this advised time period. Chris ... more

Positive: Professionalism, Quality, Value

For someone who had very little knowledge about how financial plans worked when first meeting Lee Fen to now ...where I am actually understanding more and asking question ... more

Just lovely people who have a genuine care for those around them. If all Financial Planners were like Acorn the industry would be truly a great profession.

Positive: Professionalism

Neighbours to Jason Hawthorn for 6 years. Highly recommended Professional.

Hayley Dyson has been absolutely instrumental to the success of the clients we work with. From managed funds, to overview of insurances to ensure clients have adequate en ... more

We can totally recommend Christine and her team at Prominent Financial Planners, based on our many years of experience.

Positive: Professionalism, Quality, Responsiveness, Value

Karen's financial advice has been invaluable. Her insights into psychology and money have also been priceless! I can highly recommend her.

Positive: Professionalism, Quality, Responsiveness, Value

Andre has provided above and beyond levels of support, particularly visiting after hours just to suit my work schedule. Theyve provided great options and information, a l ... more

Highly recommended!!!! Angelo assisted us in purchasing our dream home. The fear of stress in purchasing a house delayed us in jumping back into the market. I was recomme ... more

The most important part of this process for us was Arthur taking the time to understand our goals. That patience and understanding allowed him to provide the advice & sug ... more

Positive: Professionalism

Astrid has been immensely helpful in helping my mother and I navigate the world of super and pensions, and worked with us to come up with an investment plan optimised for ... more

The executive qualities / Honesty, Integrity, intelligence - rock solid. The portfolio- well researched, contemporary and diverse. To me, this is a best practice, no thri ... more

Speedy, kind and simple. What more can we ask for. I worked with James and he was a delight. I am still surprised at how easy and clean this has been without any "catc ... more

I was a first time seller and a little apprehensive about selling my shares online. I did some initial research, which included speaking with a member of the team, and de ... more

Hi I looked to leave a review but cant so happy for you to use as testimonial or just consider it as feedback. I highly recommend Shaw and Partners for their efficiency a ... more

Positive: Professionalism, Quality, Responsiveness, Value

Brett has been professional, thorough and available and almost makes financial planning fun. I regularly recommend Brett and will continue to do so. Im glad to have him a ... more

Humble Goode Financial were chosen to assist us in developing and managing our multi-faceted retirement plan. Their service has been comprehensive, and their ability to a ... more

We recently had Todd from Access Capital finance a van for our company Ahrns Electrical. Todd made the process so easy for us. He organised everything he needed from our ... more

Friendly, real people. Didn't feel fake or put on, they genuinely care. Coffee isn't too bad either.

Excellent accounting firm with fantastic staff to provide first-class services, highly recommend it.

I highly recommend Jarrad and his team and Precision Wealth Advisers - extremely knowledgeable and easy to deal with. 10/10

Darrin is very good finical advisers

Milad and the team at Anchor Wealth were knowledgeable & professional to deal with. They put in the time and explained the whole process. Very happy with them.

Nathan has been looking after me for many years and steering me towards reaching my retirement goals. He's very honest, hard working, trustworthy and committed to his cl ... more

Always there when I need them. Whenever I ring they make the time, or promptly respond. Very helpful.

Very good advisors in wealth management

I would like to thank the IQ Capital team for there great advice and help in pointing me in the right direction with my finances and rental property. Best advise and very ... more

We've been using Pridham Capital for many years, they make buying and selling trades so easy. They're friendly and reliable and if you're looking for peace of mind I wou ... more

This is a quality financial planning outfit.

These people know their stuff. Very close eye on the financial markets.

Friendly helpful

So grateful I came across Justin and his wealth of knowledge!

Bruce Davis and the whole team are caring and wonderful. They are experts in Estate Planning and reducing the 32% tax payable on your superannuation when it goes to adult ... more

Positive: Professionalism, Quality, Responsiveness, Value