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Best Financial Planning Services
69 listings
- Award Winner 2020
- 2019
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
- Transparency 4.7 (94)
- Customer Service4.8 (71)
Superannuation Advice Australia
Latest review: On going support and help with the smooth transition from my previous super account, and clear informative information on how the market is going, with Possible outcomes of future
- Review Summary
- Specifications
- Transparency 4.8 (443)
- Customer Service4.9 (453)
- Award Winner 2020
- 2019
Future Assist Group of Companies
Latest review: Future Assist have helped me understand the whole concept of investing within Australia, I’ve been in this country for less than 10 years and before Future Assist, my knowledge around rules of i
- Review Summary
- Transparency 4.7 (94)
- Customer Service4.8 (71)
- Award Winner 2021
ActOn Wealth
Latest review: ActonWealth and our personal broker (Hayden Dewar) provided multiple solutions for our borrowing needs. The bank we have banked with for 20 years and were dragging their heels regarding a home loan
- Review Summary
- Transparency 5.0 (32)
- Customer Service5.0 (33)
MYOB
Latest review: I have MYOB issues over the past ten years for different businesses. My current employer is still using MYOB at the moment, I had no choice to do migration for a new file. The issues are still there,
- Review Summary
- Transparency 3.4 (431)
- Customer Service3.6 (375)
Xero
Latest review: I find searching for things can be cumbersome. It used to be easier. I'm not overly keen on the new reports, they arent as flexible as the older ones, which I prefer to use as a general
- Review Summary
- Transparency 4.4 (227)
- Customer Service4.1 (233)
My Online Adviser
Latest review: Very satisfied thanks guys have gone out of there way to find the right fund for me and getting me back on track . Have done a awesome job cheers guys
- Review Summary
- Transparency 4.9 (16)
- Customer Service5.0 (17)
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
Fat Prophets
Latest review: I used to follow these guys about five years ago and recently logged in by mistake and now they will not stop calling me. I have blocked them, they keep changing numbers and when I tell them I am not
- Review Summary
- Transparency 1.0 (12)
- Customer Service1.2 (10)
The Motley Fool
Latest review: They are fraud. They don’t have any new recommendations for last two months except same three companies! Don’t waste your money. Why the government allow this company to operate? No idea. Extremely un
- Review Summary
- Transparency 2.3 (95)
- Customer Service2.3 (82)
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
- 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 7 listings
Latest review: Seriously amazing service above and beyond, Narrelle worked with me the whole way and communication was great! Would highly recommend working with her to anyone I got a great rate reduced my
- Review Summary
- Transparency 5.0 (47)
- Customer Service5.0 (37)
Private Capital Management · includes 2 listings
Latest review: Nathan was an amazing partner for our first home purchase. He was knowledgeable and guided us calmly through the process in the very stressful Covid time. He made everything seem straight forward and
- Review Summary
- Transparency 5.0 (40)
- Customer Service5.0 (31)
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
- 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)
Kyra Finance
Latest review: Vikas was professional and so easy to work with. He helped us so much throughout our process of building our first home! We definitely recommend him to anyone who needs a mortgage
- Review Summary
- Specifications
- Transparency 5.0 (4)
- Customer Service5.0 (4)
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
- Transparency 5.0 (1)
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
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 :)
Orbit Financial Services
Latest review: We followed Alison from her former employ into her new business - she really cares about her clients, provides exceptional service and delivers helpful advice in a manner easy to understand and enact
- Award Winner 2020
- 2019
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
- Transparency 4.7 (94)
- Customer Service4.8 (71)