Tasmania Financial Planner

Positive: Professionalism, Quality, Responsiveness, Value

They go out of their way to save you money on your investments and things are explained in a way you can understand .

Great staff. Expertise is all areas of accounting.

Positive: Professionalism, Quality, Responsiveness, Value

Highly recommend Mary & her team. Professional service that cannot be faulted. Mary was extremely thorough and answered any questions I had. Mary went above and beyond to ... more

Positive: Professionalism

Kyle is very approachable and easy to deal with. I would recommend him for financial advice.

As retirement approached I was very unsure about the best options to take for investments. Through discussions we were able to work through a most beneficial strategy. It ... more

My biggest recommendation is prior to making any retirement or financial decisions is that you speak with Andrew to ensure that the decisions you make are suitable and su ... more

The management of our retirement has been brilliant under the care of our advisor Finn Dorney. So much more than just a business relationship. Thank you Finn

Great team

No one to be seen no Telepfon no service no nothing, why is the address still in the internet

Always available to assist with our questions, very professional & knowledgeable. Financial information is sometimes overwhelming & difficult to understand however, our F ... more

Customer service is excellent from reception thru to my financial advisor. Emails are always read and responded to promptly, almost immediately. Information and advice is ... more

We are very happy with the regular communication and updates from Ben. Ben has a proactive approach and has guided us through a clear strategy for our finances and futur ... more

Marc took complete care of us. He spent time understanding what was important to us and created a plan we could stick to, to get where we want to go. He is one of a kind ... more

Would give him -5 if I could. Been with Scott for some 20 yrs when he started at AMP rep. Have left him. He never gave me independent advice always to stay with AMP even ... more

Isabel has worked with me for the last couple of years to help me successfully reach my goals. She has been a pleasure and spent the time to explain everything and thoro ... more

Michael is very good and knows Financial Planning and puts in the extra work to give the best results.

I saw these people in November 2022 and had an excellent first interview . Advice received was to pay initial consultancy fee of $3.5k and statement of advice would be pr ... more