Victoria Financial Planner

Recommend seeing Jamie for financial advice. Jamie helped me with my spending/savings plan. It really opened my eyes and now I can save so much more.

An absolute awesome group of professionals. I feel so fortunate to have been with John and the crew for a few years. If you need to sort out your finances, superannuati ... more

Esteban recently helped myself and my family with some investment options for our children. We wanted to set something up for them at this young age to give them better o ... more

I found myself on my own after a marriage breakdown, terrified of what I was going to do to make my finances work for me going forward. Nick Bird from Ozplan very quickly ... more

Great people with great advice.

Discover have been great in providing prompt and sound advice. In particular, it's been a pleasure working with Manela, who understood our situation with ease, and tailor ... more

I have only recently started using Muirfield Financial Services, but have found my adviser Kieran to be very professional and knowledgeable in his field. Not only does he ... more

Ive been a client of GFM for more than 28 years across a variety of investments and most importantly, A-grade advice and support. I highly recommend this wonderful team. ... more

Thank you to Oscar my financial planner and his team for their exceptional service they have provided to me. Their expertise, professionalism, and commitment to my financ ... more

I would like to say Thank you to Paul, for helping me, to refinance my property, twice. Paul always honest and have a great understanding about my financial situation. I' ... more

Wow all I can say is THANKYOU John. John has helped me understand money can be SIMPLE and easy. We worked together to lay out a plan that works for me and my future. I am ... more

Chris was very helpful with the many questions we have as we approach retirement.

Ali, at Planet Wealth, has impressed since our initial meeting more than a decade ago. Clear goals were established with a targeted stream of income to be achieved at tim ... more

My husband and I have been clients of Billys now for 6 years. Billys continued advice enabled my Super to continue to grow with a goal to retire. We been retired for a co ... more

Josh, Eddie and the rest of the team were simply amazing helping us set up our SMSF and guiding us through the complex process of purchasing an investment property throug ... more

Beti has been so helpful with all of my mortgage needs. Very understanding and always strives to get the best deal. Highly recommend

Great experience

Sarah Wang has been very helpful and proactive in looking after our fund. We have relied on her and Akambo to ensure that our future funds are there for our advancing age ... more

Having Maple Tree Wealth assist us with our wealth management has been an absolute relief. What can often be overwhelming so much so that it's ignored, or swept under th ... more

Our advisors at McQueen have been the informed, skilled and focused bedrock upon which our superannuation portfolio has been established and grown so nicely. You couldn't ... more

I am quite a way off retirement, but I wanted to set myself up to reach my financial goals for now and the future. I wanted an adviser who would educate and empower me to ... more

Joe Vitale Financial Services is truly amazing and awesome. Highly recommend. An absolute pleasure to deal with . Professional, courteous, friendly and goes the ext ... more

Im delighted with the services provided by Ability Financial Planning. I was so worried about having enough money to retire and live comfortably. I had no idea what to do ... more

Great advise and great customer service. Trent is really good to find products matching to your needs on very competitive prices. Highly recommended.

I've had an incredible experience with Jayden and the team at Cruz Financial Planning. This was my first time engaging a financial advisor and I wasn't sure what to expec ... more

Positive: Professionalism, Quality, Responsiveness, Value

Positive: Quality, Value

Brett went above and beyond when supporting us to secure finance for our first home. He was always happy to spend time answering our questions and was very approachable. ... more

Positive: Professionalism, Quality, Responsiveness, Value

Always on time with appointments. Very approachable and pleasant.

For more than twenty years, John Brady & Principal Partners, have managed my financial affairs. Their services have always been exceptional. Professional, personal & dili ... more

In these difficult times, Tim, Paul and Ben have been terrific in their management of my portfolio. Transparency and clear communication is paramount in any relationship ... more

Massive thankyou to the eclipse team. Their knowledge and guidance has been invaluable.

I have had a financial relationship with Partners in Planning for nearly 3 years now. Paul is lovely to work with and is extremely knowledgeable and professional. He keep ... more

Positive: Professionalism, Quality, Responsiveness, Value

Murray Nicol is a true professional.

I have known Louise Bedford and Chris Tate since 2014. I have always found them to be highly ethical people, who always work very hard to help people achieve the goal of ... more

Jake and the team are a pleasure to deal with. They have helped us understand where we are going and how to get there - without any stress. Highly recommend to all.

I couldn't be more happy with Daniel and the team at Tenfold Wealth. They have been incredibly helpful throughout the process. I would highly recommend them for financi ... more

Positive: Quality

Thankyou Michael for your help and guidance with my finances, it was a very enjoyable experience for me, as you are easy todeal with and talk to, which made the experienc ... more

I thoroughly enjoyed working through the nitty gritty of my finances with Daniel at Surf Coast Wealth Management. Sessions were informative, practical, and tailored on my ... more

Great to deal with. Knowledgable and trustworthy. Came out to us and spent time getting to know our income, assets and goals.

Positive: Quality

If you are seeking true independent financial advice with integrity, than Lachlan Schonfelder is someone you must talk to regarding investment advice, life insurance or s ... more

Has provided sound advice with follow up to ensure investments are meeting set objectives.

Mark and the team at Drakkar group have been instrumental in my financial education. They have helped me immensely in areas such as equity markets, self managing my super ... more

Positive: Professionalism, Quality, Responsiveness, Value

If you're looking for a professional, honest and experienced financial planner, then I can thoroughly recomment Andrea from Jenbury Financial. I have had the opportunity ... more