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Best Financial Planning Services in Queensland Brisbane, Gold Coast, Sunshine Coast, Townsville and Cairns
66 listings
- Award Winner 2020
- 2019
Future Assist Group of Companies
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.
- Review Summary
- Transparency 4.7 (87)
- Customer Service4.8 (64)
Superannuation Advice Australia
Latest review: I love the customer service my previous provider i never ever heard from would get the occasional email but nothing like these guys terrific keep up the great friendly
- Review Summary
- Transparency 4.8 (278)
- Customer Service4.9 (278)
- Award Winner 2020
- 2019
Future Assist Group of Companies
Latest review: We're so glad to have made the decision to work with this company, our primary goal of purchasing an investment property when we first started is soon to become a reality. The team put together a
- Review Summary
- Transparency 4.7 (87)
- Customer Service4.8 (64)
ActOn Wealth
Latest review: Thomas has been my Financial Adviser for a number of years. He has provided exceptional advice, guidance, support and customer service throughout each life phase. I am very grateful to collaborate
- Review Summary
- Transparency 5.0 (28)
- Customer Service5.0 (29)
MYOB
Latest review: MYOB are ahead of their other competition. Not only can you ring & actually speak to someone but they go out of their way to resolve any issues you may have. I started using MYOB when it was version
- Review Summary
- Transparency 3.4 (397)
- Customer Service3.5 (339)
My Online Adviser
Latest review: Izaak was so helpful, polite and patient with me, what a nice young man. He was very knowledgeable within the super industry and gave very easy to understand directions to
- Review Summary
- Transparency 5.0 (9)
- Customer Service5.0 (10)
Sheffield Financial Advisors
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
Latest review: I bought a subscription to find out it was not as stated, they don't advise on the market only selected stocks, it's too limited with little reward. I did raise these issues with only a poor
- Review Summary
- Transparency 1.0 (10)
- Customer Service1.3 (8)
The Motley Fool
Latest review: I have used their service is just crap all over , I got only 2 email which is about the product I bought other wise everyday go 10 EMIAL FOR MARKETING , please do not subscribe its just waste of
- Review Summary
- Transparency 2.3 (88)
- Customer Service2.4 (75)
Odyssey Financial
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
- Review Summary
- Transparency 5.0 (2)
- Customer Service5.0 (2)
Xero
Latest review: been using this accounting platform since july and since then it randomly deletes typed up invoices this is a know issue with xero as they have admitted it to me they however will not give a fix
- Review Summary
- Transparency 2.3 (3)
- Customer Service1.0 (4)
Yale Property Solution
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
WhiteStar Group · includes 7 listings
Latest review: I was getting nowhere with my existing mortgage broker which I was with for 15 years - high rates and no service! Then I did some research and came across WhiteStar. Glad I did! Marina was
- Review Summary
- Transparency 4.9 (39)
- Customer Service5.0 (31)
Private Capital Management · includes 2 listings
Latest review: Nathan provided us with fantastic support and guidance to help put our finances including our superannuation back on track after my wife and I made a few bad investments. He is a heavyweight in terms
- Review Summary
- Transparency 5.0 (35)
- Customer Service5.0 (26)
New Vision Financial Services · includes 7 listings
Latest review: When searching for a home loan you need to be able to rely on someone you can trust to be able to present all the options available and give you the right information to make the right decisions.
- Review Summary
- Transparency 5.0 (12)
- Customer Service5.0 (12)
Rate One
Latest review: I have recently received an assistance from Kosh Sothilingam from Rate One to purchase an apartment. Start to Finish , he assisted me patiently. He was knowledgeable , reliable , approachable and
- Review Summary
- Transparency 5.0 (4)
- Customer Service5.0 (4)
Kyra Finance
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
- Review Summary
- Transparency 5.0 (1)
- Customer Service5.0 (1)
Lime Financial Services
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 · includes 2 listings
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
- Review Summary
- Transparency 5.0 (1)
Ample Finance
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
AssetZ Wealth Pty Ltd
Latest review: Great staff. Awesome to deal with. Myself and my wife Set up a self managed super fund, and purchasing an investment property. Assetz Wealth have guided and helped us through the whole process. Very
- Review Summary
- Transparency 5.0 (1)
- Customer Service5.0 (1)
- Award Winner 2020
- 2019
Future Assist Group of Companies
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.
- Review Summary
- Transparency 4.7 (87)
- Customer Service4.8 (64)