- Sign in
- Write a review
Best Financial Planning Services
66 listings
Superannuation Advice Australia
Latest review: phone call was very informative and usefull with information i hadn't viewed for a while. James was easy to talk to and had all the information at hand Thankyou Richard
- Review Summary
- Transparency 4.8 (264)
- Customer Service4.9 (264)
- Award Winner 2020
- 2019
Future Assist Group of Companies
Latest review: We're so glad to have made the decision to work with this company, our primary goal of purchasing an investment property when we first started is soon to become a reality. The team put together a
- Review Summary
- Transparency 4.7 (87)
- Customer Service4.8 (64)
ActOn Wealth
Latest review: Thomas has been my Financial Adviser for a number of years. He has provided exceptional advice, guidance, support and customer service throughout each life phase. I am very grateful to collaborate
- Review Summary
- Transparency 5.0 (28)
- Customer Service5.0 (29)
MYOB
Latest review: Have been a Myob user for many years. They say it is what you get use to and that is true. However, I always did like the reporting of the financial statements and documents. I have never had any
- Review Summary
- Transparency 3.4 (395)
- Customer Service3.5 (337)
My Online Adviser
Latest review: Izaak was so helpful, polite and patient with me, what a nice young man. He was very knowledgeable within the super industry and gave very easy to understand directions to
- Review Summary
- Transparency 5.0 (9)
- Customer Service5.0 (10)
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 bought a subscription to find out it was not as stated, they don't advise on the market only selected stocks, it's too limited with little reward. I did raise these issues with only a poor
- Review Summary
- Transparency 1.0 (10)
- Customer Service1.3 (8)
The Motley Fool
Latest review: Not a great stock pick. Not worth the subscriptions. some of their US stocks are good to pick but ASX stock is crap. Do your own research before you follow their
- Review Summary
- Transparency 2.3 (86)
- Customer Service2.4 (73)
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)
Xero
Latest review: I was with Xero for number of years was used of the level of support and feature requests they actioned. Then they entered the US market and mostly turned their backs on NZ and AUS existing customers
- Review Summary
- Transparency 3.0 (2)
- Customer Service1.0 (3)
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
New Vision Financial Services · includes 7 listings
Latest review: When searching for a home loan you need to be able to rely on someone you can trust to be able to present all the options available and give you the right information to make the right decisions.
- Review Summary
- Transparency 5.0 (12)
- Customer Service5.0 (12)
WhiteStar Group · includes 7 listings
Latest review: Maria was highly recommended to me by a friend and she didn’t disappoint. From day one Maria was nothing but professional, enthusiastic and totally motivated to help us. She also made the whole p
- Review Summary
- Transparency 4.9 (38)
- Customer Service5.0 (30)
Private Capital Management · includes 2 listings
Latest review: From the beginning of our interactions with Nathan, he was constantly accessible and consultative during what was a complex transaction for our loan facilities. Nathan patiently took us through the
- Review Summary
- Transparency 5.0 (35)
- Customer Service5.0 (26)
Kyra Finance
Latest review: Great Service, We were recommended KYRA by a friend & definitely will recommend this. Every process was handled smoothly & efficiently. Thanks to Vikas for all the advice & guidance. All the
- Review Summary
- Transparency 5.0 (1)
- Customer Service5.0 (1)
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
- 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
Ample Finance
Latest review: Awesome services! The staff there are very patient, and fully understand my situation and solve my tax issues in a professional manner. I really like to recommend them to my
AssetZ Wealth Pty Ltd
Latest review: Great staff. Awesome to deal with. Myself and my wife Set up a self managed super fund, and purchasing an investment property. Assetz Wealth have guided and helped us through the whole process. Very
- Review Summary
- Transparency 5.0 (1)
- Customer Service5.0 (1)
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)