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Financial Planning Services in Australian Capital Territory Canberra–Queanbeyan

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61 listings


Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 708 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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The Motley Fool

The Motley Fool

1.9 from 185 reviews
  • Transparency :
    2.1
  • Customer Service:
    2.2

Superannuation Advice Australia
  • Transparency :
    4.8
  • Customer Service:
    4.8

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 708 reviews
  • Transparency :
    4.7
  • Customer Service:
    4.9

MYOB

MYOB

4.0 from 2,108 reviews
  • Transparency :
    3.1
  • Customer Service:
    3.1

Fat Prophets

Fat Prophets

2.5 from 50 reviews
  • Transparency :
    1.0
  • Customer Service:
    1.0

Perpetual Limited

Perpetual Limited

1.6 from 7 reviews
  • Transparency :
    1.0
  • Customer Service:
    1.0

Commonwealth Bank Financial Planning

Commonwealth Bank Financial Planning

1.3 from 3 reviews

Latest review: I was referred to a financial adviser when calling CBA, inquiring about starting a new account. I agreed to meet their chosen adviser and sat through two hours of questions whereby I provided


Intelligent Investor

Intelligent Investor

2.3 from 3 reviews

Latest review: I have used II for a number of years but I have chosen not to continue for the below reasons. When looking at the past returns achieved for their portfolios, I have seen their numbers been overly


ActOn Wealth

ActOn Wealth

5.0 from 49 reviews
  • Transparency :
    5.0
  • Customer Service:
    5.0

Greenline Financial Services

Greenline Financial Services

5.0 from 51 reviews
  • Transparency :
    5.0
  • Customer Service:
    5.0

Tasmanian Perpetual Trustees
  • Customer Service:
    1.0

Empire Financial Group

Empire Financial Group

1.0 from 1 review

Latest review: Be Aware" if you have life insurance through your superannuation with Colonial, commencing prior to 2013, then you are paying nearly a quarter of you life insurance premium as a commission to the


Yale Property Solution

Yale Property Solution

1.7 from 32 reviews

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


Hillross

Hillross

2.0 from 2 reviews

Latest review: When we first went to Hillross they were all over us. Told us how much better they were in comparison to others, but after 12 Months and a Profit, I might add, I needed some help and advice and they


WIT Group

WIT Group

3.0 from 2 reviews
  • Transparency :
    3.0
  • Customer Service:
    1.0

StocksInValue

StocksInValue

3.5 from 4 reviews
  • Transparency :
    5.0

Centuria

Centuria

1.0 from 4 reviews
  • Transparency :
    1.0

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


My Online Adviser

My Online Adviser

5.0 from 1 review
  • Transparency :
    5.0
  • Customer Service:
    5.0

Wotherspoon Wealth

Wotherspoon Wealth

5.0 from 1 review

Latest review: We needed help with financial advice, and recommendations for a good accountant, due to sudden changes in circumstances. Wotherspoon Wealth was extremely helpful, impartial, and offered choices in


Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 708 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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