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Financial Planning Services in New South Wales Sydney, Newcastle and Wollongong

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65 listings

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 736 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 (87)
  • Customer Service
    4.8 (64)
Ellerfield Financial Planning

Ellerfield Financial Planning

4.5 from 6 reviews

Latest review: Almost two and half years ago now [name removed](my husband) and I sat down and decided it was time to take serious action toward our retirement goals most importantly take care of our finances.

Intelligent Investor

Intelligent Investor

2.6 from 5 reviews

Latest review: I had taken the Intelligent Investor subscription for a number of years. At one time 3 of the stocks they recommended and I bought kept going down, Namely Trade me, IOOF and Santos. I could accept

  • Transparency
    5.0 (1)
  • Customer Service
    5.0 (1)
Hall Chadwick

Hall Chadwick

1.0 from 5 reviews

Latest review: Minus 5 star. They don't pay any attention to you, do things over and over they have said they are not doing. Repeat the same things time and again, after sending emails saying they are not doing

  • Transparency
    1.0 (2)
  • Customer Service
    1.0 (2)
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

Empire Financial Group

Empire Financial Group

4.0 from 4 reviews

Latest review: I've known and worked with Raymond and the Empire team for several years now and two things have always struck me - their complete focus on their clients and commitment to service excellence. Each

  • Transparency
    5.0 (3)
  • Customer Service
    5.0 (3)
Centuria

Centuria

1.0 from 4 reviews

Latest review: Estate Solicitors wrote to company seeking details of investments for probate purposes ,4 weeks later no reply Sent Fax to CEO who claimed never received letter but communications crossed and the

  • Transparency
    1.0 (1)
StocksInValue

StocksInValue

3.5 from 4 reviews

Latest review: I have been using SIV/Clime Direct for the last 7 years to manage my clients SMSF portfolios and I have been able to identify good quality companies that generate consistent dividend income and

  • Transparency
    5.0 (1)
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

Tasmanian Perpetual Trustees

Tasmanian Perpetual Trustees

2.3 from 3 reviews

Latest review: After more than 15 years, I have just closed my TPT accounts. I get a better return from my banks on-demand savings account, and with much more flexible and convenient conditions. And having to go to

  • Customer Service
    1.0 (1)
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

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)
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

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)
Movo

Movo

1.0 from 2 reviews

Latest review: I got on here and read the reviews but didn't take the advice - I signed up to Movo parted ways with my $200 for the basic package, completed all the paperwork waited 2 weeks and nothing! waited

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

  • Transparency
    5.0 (1)
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)
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

Modern Wealth Management

Modern Wealth Management

1.0 from 1 review

Latest review: There are nothing but a scam. Took $1000 from me and not returning my calls, not providing the contract to my solicitor, not even replying my texts. I am going to file a police complaint

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

Ample Finance

5.0 from 1 review

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

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 736 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 (87)
  • Customer Service
    4.8 (64)
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