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Best Financial Planning Services
73 listings
- Award Winner 2020
Future Assist Group of Companies
Featured review: I have nothing but praise for the team at Future Assist. All of their team are friendly and helpful, always ready to give advice and guidance. They helped set up our SMSF for us and offered a good cross section of investments without any sales pressure. The investments they recommended have all given good returns so far. Their fees are low in comparison to the percentage based fees the big super funds charged. Overall they have saved us tens of thousands and helped put the value of our super well ahead of where we would have been if we had stayed with our old super fund.
- Review Summary
- Specifications
- Transparency 4.7 (101)
- Customer Service4.7 (78)
Superannuation Advice Australia
Latest review: The service is fantastic, the staff Are constantly professional and very patient when it comes to concerns and the questions regarding the review process All in all the team has done well both on the
- Review Summary
- Specifications
- Transparency 4.8 (521)
- Customer Service4.9 (536)
- Award Winner 2020
Future Assist Group of Companies
Latest review: Love how thorough Gerard is and he always closes the loop on any outstanding action items. He’s approach to reviewing my circumstances is fantastic, I’m very satisfied with his wor
- Review Summary
- Specifications
- Transparency 4.7 (101)
- Customer Service4.7 (78)
- Award Winner 2021
ActOn Wealth
ActOn Wealth offers help with cashflow and budget management, wealth creation, risk protection, lending, retirement planning and superannuation, self-managed superannuation, direct property advice and estate planning.
- Pros & Cons
- Review Summary
- Specifications
Outstanding financial expertise
Prompt, efficient and friendly customer service
- Transparency 5.0 (40)
- Customer Service5.0 (41)
My Online Adviser
Latest review: Very professional, and easy to talk to ,did not once feel pressured into buying extra products , looking foward to trying out my new super and other products purchased, thank
- Review Summary
- Specifications
- Transparency 4.9 (40)
- Customer Service5.0 (43)
MYOB
Latest review: My chat was escalated to the correct technical level. Once connected, my questions regarding the treatment of HECS debt of an employee were answered quickly and clearly. The support person also
- Review Summary
- Specifications
- Transparency 3.5 (471)
- Customer Service3.6 (417)
Xero
Latest review: Terrible customer support. The site says 24/7 support but that does not exist. There is no place to even send a support ticket to ask, via email for help. Frustrating experience. I do not
- Review Summary
- Specifications
- Transparency 4.3 (236)
- Customer Service4.0 (243)
Sheffield Financial Advisors
Latest review: Every one I have spoken to and met with at Sheffield Financial have been very helpful and professional . They have always been willing to answer any of my questions and have given me a greater
Shares in Value
Latest review: I have been using Shares in Value for some months now and am very impressed by the individual support, clear advice and share reviews they provide. I had been using another larger advisor for several
- Review Summary
- Specifications
- Transparency 5.0 (8)
- Customer Service5.0 (8)
Fat Prophets
Latest review: I spend at least two and a half hours each day going over their reports. I've had the subscription for over 6 years and my personal portfolio has grown from 35k to over $230k. You have to read the
- Review Summary
- Specifications
- Transparency 1.3 (13)
- Customer Service1.5 (11)
The Motley Fool
Latest review: You know those constant spam emails you get from them that contain no information other than 'This stock grew 1000%!'.. well when you sign up, you just get more of them. And more emails about
- Review Summary
- Specifications
- Transparency 2.1 (129)
- Customer Service2.2 (114)
Odyssey Financial
Latest review: Paul Loupetis and Natalie Kairouz have done it again!! Even in these difficult times, they went out of their way to ensure we got our loan for our investment property! I can't fault them. Despite
- Review Summary
- Specifications
- Transparency 5.0 (2)
- Customer Service5.0 (2)
Yale Property Solution
Latest review: I have had a long history of Yale just not delivering the goods. I followed up with one representative only to find that he had left and commenced with another employer. All subsequent attempts to
WhiteStar Group · includes 8 listings
Latest review: Liz at WhiteStar helped us sell our house and was a pleasure to work with. We had some complications and Liz was exceptional at communicating and very easy to
- Review Summary
- Specifications
- Transparency 5.0 (52)
- Customer Service5.0 (42)
Private Capital Management · includes 2 listings
Latest review: Nathan made what was a tedious and difficult transaction come to fruition. Kept me informed the entire way, actioned items before they were due and was honest and reliable. I would definitely
- Review Summary
- Specifications
- Transparency 5.0 (45)
- Customer Service5.0 (35)
New Vision Financial Services · includes 7 listings
Latest review: Good service. Great customer service. If you need house loan please contact Chris New Vision Financial Services Home Loans . He will look after you. I am happy with his service
- Review Summary
- Specifications
- Transparency 5.0 (13)
- Customer Service4.9 (13)
Rate One
Latest review: I have recently received an assistance from Kosh Sothilingam from Rate One to purchase an apartment. Start to Finish , he assisted me patiently. He was knowledgeable , reliable , approachable and
- Review Summary
- Specifications
- Transparency 5.0 (4)
- Customer Service5.0 (4)
Lime Financial Services
Latest review: very impressed witht he proffesionalism of this service. Andrew was cery helpful and came when he said he would. it was an unusual mortgage process we had to look at but he came through with very
Adelaide Budgeting · includes 2 listings
Latest review: I first messaged Adelaide Budgeting in February 2019 but was embarrassed about my financial situation and buried my head in the sand and thought “I can do my own budget”. Well that didn’t work out. I
- Review Summary
- Specifications
- Transparency 5.0 (1)
Wealth Peak Financial Advice
Latest review: Andrew and the team have provided me with fantastic financial planning advice that will set me up for retirement. Taking a strong interest in my financial future, Andrew has provided me with
- Review Summary
- Specifications
- Transparency 5.0 (1)
- Customer Service5.0 (1)
Quill Group
Latest review: I truly recommend Quill Group to anyone. You get everything you need in one place. The team are friendly and service is always on time. Also, they do awesome coffee for clients :)
- Award Winner 2020
Future Assist Group of Companies
Featured review: I have nothing but praise for the team at Future Assist. All of their team are friendly and helpful, always ready to give advice and guidance. They helped set up our SMSF for us and offered a good cross section of investments without any sales pressure. The investments they recommended have all given good returns so far. Their fees are low in comparison to the percentage based fees the big super funds charged. Overall they have saved us tens of thousands and helped put the value of our super well ahead of where we would have been if we had stayed with our old super fund.
- Review Summary
- Specifications
- Transparency 4.7 (101)
- Customer Service4.7 (78)