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Financial Planning Services in Australian Capital Territory Canberra–Queanbeyan

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63 listings

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 725 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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Odyssey Financial

Odyssey Financial

2.3 from 10 reviews

Latest review: Paul and his team came referred via a friend who spoke very highly of Odyssey Financial. They recently assisted us in obtaining our first home loan and then the subsequent purchase of our house. Paul

  • Transparency
    5.0 (1)
  • Customer Service
    5.0 (1)
Logic Financial Advisers

Logic Financial Advisers

1.0 from 1 review

Latest review: [name removed] managed to charge my wife $3500 to lose $6000 so a total of $9500 excluding a sham of $6000 in insurance fees totalling almost $17000 in 2 years! Then he charged me $5521 to lose $8200

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

Hall Chadwick

Hall Chadwick

1.0 from 4 reviews

Latest review: Wouldn’t even give 1 star. Absolutely disgusting and inhumane service I’ve ever received! The services are terrible and the accountants charge you the highest possible fee for a tax return they NEVER

  • Transparency
    1.0 (1)
  • Customer Service
    1.0 (1)
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

Rate One

Rate One

5.0 from 3 reviews

Latest review: A very big thank you to domenica, who guided us threw the process . It was flawless, I would not hesitate to use her again . Trust is a very big thing for us . So trust

  • Transparency
    5.0 (1)
  • Customer Service
    5.0 (1)
Wealth Peak Financial Advice

Wealth Peak Financial Advice

5.0 from 1 review

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

  • Transparency
    5.0 (1)
  • Customer Service
    5.0 (1)
WIT Group

WIT Group

3.0 from 2 reviews

Latest review: Witgroup has been our guide into the property investment market since 2016 when we first made enquiry into property investment through superannuation. The team have mentored and engineered the

  • Transparency
    3.0 (2)
  • Customer Service
    1.0 (1)
QSA Financial Services

QSA Financial Services

4.2 from 5 reviews

Latest review: QSA really helped me sort out my life insurance and income protection which has given me real peace of mind. Hailey was so professional and thorough, I had no doubt that our finances were in good

Source Accounting Australia

Source Accounting Australia

3.0 from 2 reviews

Latest review: Rude, does not return calls. Avoid at all costs as she does not deserve to be in business as a professional. I had to beg her to return emails - definitely not using

  • Transparency
    1.0 (1)
  • Customer Service
    1.0 (1)
Australian Property Planners Association

Australian Property Planners Association

4.5 from 2 reviews

Latest review: I didn’t know I could use my Superannuation to purchase property. A couple of my work colleagues told me about it and I decided that it was something that might work for me. I wanted a comfortable r

Axis Accounting

Axis Accounting

1.0 from 1 review

Latest review: I had the WORST experience. Service was unprofessional, rude and they had no idea what they were doing. They are unprofessional and didn't give an accurate refund estimate (telling us we would get a

Kyra Finance

Kyra Finance

5.0 from 2 reviews

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

  • Transparency
    5.0 (1)
  • Customer Service
    5.0 (1)
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 :)

Orbit Financial Services

Orbit Financial Services

5.0 from 1 review

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

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

New Vision Financial Services Financial Planning

New Vision Financial Services Financial Planning

5.0 from 2 reviews

Latest review: Thank you so much for all the help and support provided, especially when I was stressing out. You always remained calm, listened to my concerns and answered all questions professionally and

  • Transparency
    5.0 (2)
  • Customer Service
    5.0 (2)

Is part of...
New Vision Financial Services · includes 7 listings
20 reviews
Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 725 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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