Best Financial Planning Services in Australian Capital Territory Canberra–Queanbeyan

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77 listings

Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 762 reviews

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.

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  • Transparency
    4.7 (110)
  • Customer Service
    4.8 (88)
Superannuation Advice Australia

Superannuation Advice Australia

4.8 from 738 reviews

Latest review: Michelle and Marcus, were extremely helpful, knowledgeable and professional offered me excellent advice. It's a great service and conecin which I am happy I switched to a year ago. Thank you.

  • Transparency
    4.8 (611)
  • Customer Service
    4.9 (629)
Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 762 reviews

Latest review: Thank you Holly, you were very helpful in my recent review. I was happy to hear about my performance, my super's cruising nicely which is something I wanted in the first place, it's why I joined.

  • Transparency
    4.7 (110)
  • Customer Service
    4.8 (88)
ActOn Wealth
  • Award Winner 2021

ActOn Wealth

5.0 from 88 reviews

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.

  • Outstanding financial expertise

  • Prompt, efficient and friendly customer service

  • Transparency
    5.0 (47)
  • Customer Service
    5.0 (48)
My Online Adviser

My Online Adviser

4.9 from 102 reviews

Latest review: Great advice from Matt, we now have a solid plan that benefits my own and my families future. What else is there! Totally recommend this team to guide you through personal financial planning. Thank

MYOB

    MYOB

    4.0 from 2,449 reviews

    Latest review: MYOB is overcomplicated for small business. The programs makes the simple complicated. if you have a small business with 5 or less staff there are better accounting packages available. The program is

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    Xero

    Xero

    4.1 from 418 reviews

    Latest review: Xero is great for generating quotes, invoices as well as reports. I particularly like the summaries that give a snapshot of of the business on a daily basis. It also makes balancing transactions easy

    Sheffield Financial Advisors

    Sheffield Financial Advisors

    4.2 from 16 reviews

    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

    Fat Prophets

    2.4 from 69 reviews

    Latest review: Great service and support made plenty of money from the recommended stocks. Members area on the website easy to navigate as well with no advertising like others. The weekly webinars are great as

    The Motley Fool

    The Motley Fool

    1.9 from 341 reviews

    Latest review: They then subdivided into various sections, all of which you to pay extra to join! Also they helped themselves to renewal fees twice without consent and swore they'd emailed me prior. Was also

    Odyssey Financial

    Odyssey Financial

    2.5 from 11 reviews

    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

    Perpetual Limited

    Perpetual Limited

    1.4 from 11 reviews

    Latest review: I now understand the full meaning of white collar crime after tassling with this organization for so many years! This trustee company is the worst of the worst....! The Financial Ombudsmen requires

    WhiteStar Group

    WhiteStar Group · includes 8 listings

    5.0 from 142 reviews

    Latest review: I can highly recommend Maria as she was nothing but professional, enthusiastic and totally motivated to help with our refinancing. She also made the whole process seamless, which can be stressful

    Private Capital Management

    Private Capital Management · includes 2 listings

    5.0 from 86 reviews

    Latest review: Had a great experience with Nathan from PCM. He was very knowledgeable and supportive. I will use if again if/when needed and will look at the other services he provides. I cannot recommend him

    New Vision Financial Services

    New Vision Financial Services · includes 7 listings

    5.0 from 23 reviews

    Latest review: Chris was such a massive help through the whole process of purchasing our property and took a lot of the stress out of it for me. He's quick to respond and by the phone 24/7 willing to answer any

    Rate One

    Rate One

    5.0 from 7 reviews

    Latest review: Really happy with the service at RateOne. Big thanks to Dominica Durand. Dominica finessed my complex mortgage case quickly and flexibly without any dramas. She is friendly and easy to talk to,

    Lime Financial Services

    Lime Financial Services

    5.0 from 2 reviews

    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

    Adelaide Budgeting · includes 2 listings

    5.0 from 2 reviews

    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

    Apex Financial Planning

    Apex Financial Planning

    5.0 from 1 review

    Latest review: Great service from the whole team. Very easy to understand the process and know I’m now on track for a better retirement . Highly recommend the team and their service is first c

    Quill Group

    Quill Group

    5.0 from 1 review

    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 :)

    Curo Financial Services

    Curo Financial Services

    5.0 from 1 review

    Latest review: Fantastic assistance with my complex TPD Insurance Claim. I couldn't have done it without you. If you are looking for Insurance advice or claims management, get in touch with these guys. Thank you to

    Future Assist Group of Companies
    • Award Winner 2020

    Future Assist Group of Companies

    4.7 from 762 reviews

    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.

    Ad
    • Transparency
      4.7 (110)
    • Customer Service
      4.8 (88)
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