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Financial Planning Services in Queensland Brisbane, Gold Coast, Sunshine Coast, Townsville and Cairns

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78 listings

Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 762 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 (110)
  • Customer Service
    4.8 (88)
The Motley Fool

The Motley Fool

1.9 from 341 reviews

Latest review: They then subdivided into various sections, all of which you to pay extra to join! Also they helped themselves to renewal fees twice without consent and swore they'd emailed me prior. Was also

  • Transparency
    2.0 (153)
  • Customer Service
    2.1 (136)
Superannuation Advice Australia

Superannuation Advice Australia

4.8 from 735 reviews

Latest review: Staff were very friendly & patient as I am not tech savvy. It gives me peace of mind to feel at ease with those handling my future. Very informative & ready with all the

  • Transparency
    4.8 (608)
  • Customer Service
    4.9 (626)
Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 762 reviews

Latest review: Thank you Holly, you were very helpful in my recent review. I was happy to hear about my performance, my super's cruising nicely which is something I wanted in the first place, it's why I joined.

  • Transparency
    4.7 (110)
  • Customer Service
    4.8 (88)
My Online Adviser

My Online Adviser

4.9 from 100 reviews

Latest review: Matt was super helpful and made it easy to understand explaining my options and guiding me through the process. I definitely feel like I’ll be better off financially having used Online Advisor

MYOB

    MYOB

    4.0 from 2,448 reviews

    Latest review: We have a number of businesses and run myob accountright premier v19.6. We continually have to phone and get our 5 company files confirmed about every 4-6 weeks. We paid for the software for 17 users

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    Fat Prophets

    Fat Prophets

    2.4 from 68 reviews

    Latest review: I am a single mother and invested $50k using FP recommendations 2.5 years ago and now it's currently at $81k which might not be much for some big investors but for a single mum, that goes a long way.

    Xero

    Xero

    4.0 from 413 reviews

    Latest review: I have been locked out of my account since I bought a new iPhone. Cannot call anyone. Replied to a question 72 hours ago via email - no reply. XERO SUPPORT for a loyal customer trying to access

    ActOn Wealth
    • Award Winner 2021

    ActOn Wealth

    5.0 from 88 reviews

    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.

    Vanguard Investments

    Vanguard Investments

    1.0 from 4 reviews

    Latest review: Connot agree more with the other reviews. What has happened with Vanguard? Since they’ve made those changes in October last year, the service & navigation became terrible. I now hold two investor n

    Resolve Finance

    Resolve Finance · includes 7 listings

    4.8 from 282 reviews

    Latest review: This review goes out to Ginny. As a solo "soon to be home owner" Ginny managed to find me a good home loan with low rates on a low deposit, communication was good, fast & direct, the journey to

    New Vision Financial Services

    New Vision Financial Services · includes 7 listings

    5.0 from 23 reviews

    Latest review: Chris was such a massive help through the whole process of purchasing our property and took a lot of the stress out of it for me. He's quick to respond and by the phone 24/7 willing to answer any

    WhiteStar Group

    WhiteStar Group · includes 8 listings

    5.0 from 142 reviews

    Latest review: I can highly recommend Maria as she was nothing but professional, enthusiastic and totally motivated to help with our refinancing. She also made the whole process seamless, which can be stressful

    Intelligent Investor

    Intelligent Investor

    3.0 from 6 reviews

    Latest review: I’ve been a subscriber for almost the entire life of Intelligent Investor. Must be getting onto 20 years now. Without doubt, I believe they offer the very best value investing stock recommendation a

    Perpetual Limited

    Perpetual Limited

    1.4 from 9 reviews

    Latest review: Probably the worst performing Trust-Fund and the most outrageously expensive - lucky to get 2.5% as they take huge costs- based on the total amount of your trust fund-NOT on the income they make.

    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

    Inovayt

    Inovayt · includes 2 listings

    4.9 from 167 reviews

    Latest review: We used Inovayt to guide us through the purchase of our first house and land. Lambros went above and beyond throughout the whole process, even taking the time to reassure me of any worries. We felt

    Private Capital Management

    Private Capital Management · includes 2 listings

    5.0 from 86 reviews

    Latest review: Had a great experience with Nathan from PCM. He was very knowledgeable and supportive. I will use if again if/when needed and will look at the other services he provides. I cannot recommend him

    Income Tax Professionals

    Income Tax Professionals · includes 5 listings

    2.0 from 34 reviews

    Latest review: I completed my tax return online. The email communications that I received was less than informative with poor spelling and grammar. It was a simple tax return. The person who completed my tax made

    Hillross

    Hillross

    2.5 from 4 reviews

    Latest review: After many years of valued advice to our parents the time sadly came that mental capacity reduced to the point that financial affairs had to be passed on - as had been prepared for some ten years

    WIT Group

    WIT Group

    2.0 from 4 reviews

    Latest review: Just sold the apartment for 332K nine years after we paid 435K Great advice WIT, how this company is still operating shows that the industry watchdog is a toothless tiger and companies like WIT can

    Future Assist Group of Companies
    • Award Winner 2020

    Future Assist Group of Companies

    4.7 from 762 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 (110)
    • Customer Service
      4.8 (88)
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