- Sign in
- Write a review
Best Financial Planning Services in Queensland Brisbane, Gold Coast, Sunshine Coast, Townsville and Cairns
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.
- Pros & Cons
- Review Summary
- Transparency 4.7 (126)
- Customer Service4.7 (105)
Superannuation Advice Australia is a licensed financial advisory firm that provides independent superannuation advice catered to each customer’s financial interests.
- Pros & Cons
- Review Summary
- Transparency 4.8 (1,668)
- Customer Service4.9 (1,752)
My Online Adviser draws on the skills of a team that specialises in financial planning. They help customers understand and take charge of their finances.
- Pros & Cons
- Review Summary
- Transparency 4.8 (261)
- Customer Service4.9 (271)
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.
- Pros & Cons
- Review Summary
- Transparency 5.0 (78)
- Customer Service5.0 (79)
Future Assist is a company of wealth experts who provide comprehensive financial services; including wealth strategies, tax minimisation, investment lending, property investing, and wills and estate planning.
- Pros & Cons
- Review Summary
- Transparency 4.7 (126)
- Customer Service4.7 (105)
Latest review: weekly updates and webinars are very helpful with the investment decision-making
- Review Summary
- Transparency 4.4 (186)
- Customer Service4.4 (191)
Related Articles
A good super fund can make a substantial difference to the amount you retire with. From retail super funds to self managed super funds, view reviewer ratings for the top-rated super funds of 2022.
Whether it's the sign up bonus, rates and fees, or reliable customer service that you look for in a credit card, a credit card is often used everyday, so it's important you choose one that meets your needs and that you're happy with. These are the top-rated credit cards this year, as decided by ProductReview.com.au reviewers.
Peer-to-peer lending is quickly gaining popularity among Australian borrowers and investors. If you've never heard of it before, this 2 minute read will give you a quick rundown so you can decide if P2P lending is right for you.
Veye is an independent equities research firm that provides unbiased recommendations to clients about buying, selling or holding stocks. Their mission is to help clients increase their wealth and attain financial freedom.
- Review Summary
- Transparency 4.6 (10)
- Customer Service4.7 (10)
Latest review: Xero looks good but that’s where it stops. Bank feeds will just stop and there’s no way to get help with this. We have had a ticket open for 2 months and no res
- Review Summary
- Transparency 4.2 (418)
- Customer Service3.8 (442)
Latest review: I have always felt like I am dealing with genuine people and have always felt secure and confident with
- Review Summary
- Transparency 4.7 (10)
- Customer Service5.0 (11)
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
Latest review: Excellent service and great communication. KYRA finance has very well looked after our needs and made the process so simple. We were kept informed throughout the application and we did not have to
- Review Summary
- Transparency 4.6 (11)
- Customer Service4.7 (11)
Latest review: I have been using Platinum accounting to do my tax for a few years now, Corinne is very helpful when it comes to my tax enquiries and she does an excellent job with my tax return. I have used other
- Review Summary
- Transparency 4.9 (8)
- Customer Service4.9 (9)
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,
- Review Summary
- Transparency 5.0 (5)
- Customer Service5.0 (5)
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.
Latest review: Bank account was debited three times; their service is an opt out service - in other words once you join they keep debiting your account - you have to advise them to stop debiting otherwise they will
- Review Summary
- Transparency 2.0 (245)
- Customer Service2.1 (222)
Latest review: Thanks Stephen for all the time and effort put in to our file, when the bank pulled out 6 days before settlement and u still somehow made this a pretty stress free extra 3 weeks , knowing exactly
- Review Summary
- Transparency 3.0 (2)
- Customer Service3.0 (2)
Latest review: I have had a long and close relationship spanning some 20 years now with Phil Frost formerly of WB Financial and now with the Empire Financial Group. During all these years Phil has guided and helped
- Review Summary
- Transparency 5.0 (3)
- Customer Service5.0 (4)
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
Latest review: Do not trust. Purchased an investment property. Was promised minimum $560 p/w rent. Getting just half that - pre-Covid. Advice way off almost fraudulent and he (Nic Don) doesn’t give a t
- Review Summary
- Transparency 3.7 (3)
- Customer Service3.7 (3)
Latest review: I subscribed about 6 months ago and have bought and sold about 250k worth of stock using their recommendations. At the moment I am $2,500 down which I think is about even. At first the reasoning
- Review Summary
- Transparency 5.0 (3)
- Customer Service5.0 (3)
Latest review: I have employed Andrew at Lime Financial Services for all my new home loan reviews/changes for a very long period of time (3 moves). He is an extremely professional, knowledgeable & caring person and
- Review Summary
- Transparency 5.0 (1)
- Customer Service5.0 (1)
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.
- Pros & Cons
- Review Summary
- Transparency 4.7 (126)
- Customer Service4.7 (105)