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Best Financial Planning Services in South Australia Adelaide
61 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.
- Award Winner 2020
- 2019
Future Assist Group of Companies
Latest review: My experience with Future Assist could not have been better. Once I made my initial enquiry I was contracted almost immediately and within days had a consultant at my house to provide a no pressure
- Review Summary
- Transparency 4.7 (65)
- Customer Service4.8 (42)
Greenline Financial Services
Latest review: Thaer and John took a true consultative approach to my needs, not only securing me a great home loan rate upon refinance, but also structuring the loans in line with my property investment goals.
- Review Summary
- Transparency 5.0 (27)
- Customer Service5.0 (24)
Superannuation Advice Australia
Latest review: I have communicated with Tim, Guy and “Super” Louis over the past few days. They have all been amazingly friendly, knowledgeable, patient and not pushy at all. I struggle to understand superannuation
- Review Summary
- Transparency 4.8 (69)
- Customer Service4.8 (64)
ActOn Wealth
Latest review: We had a great experience with Blyth and Shannon who helped us refinance our mortgage. They were able to get a far better interest rate than our bank was offering and given their financial planning
- Review Summary
- Transparency 5.0 (17)
- Customer Service5.0 (16)
MYOB
Latest review: Could be a little more innovative with some of the calculations, For instance Leave Loading only rounds up to the nearest cent (per hour) instead of decimals of the cent, which once it is multiplied
- Review Summary
- Transparency 3.2 (276)
- Customer Service3.3 (208)
Private Capital Management Financial Planning
Latest review: I was very worried about our retirement strategy until I spoke to Nathan. He reviewed our goals and recommended several investment options that would ensure a highly sustainable retirement income
- Review Summary
- Transparency 5.0 (8)
- Customer Service5.0 (1)
Is part of...
Private Capital Management · includes 2 listings
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: once they had my details I was subject to a series of phone calls pressuring me to subscribe again. I did not discount the idea of resubscibing but explained I had series health issues that were
- Review Summary
- Transparency 1.0 (4)
- Customer Service1.0 (2)
The Motley Fool
Latest review: I have been in the finance industry for 40 years. MF quotes sound long term advice you cant argue with , but use small risky stocks with low market cap and pushes their followers to buy them ,
- Review Summary
- Transparency 2.1 (37)
- Customer Service2.3 (22)
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
My Online Adviser
Latest review: I spoke with Matt who helped me find all of my super and get it all together after not hearing back from 3-4 other companies. Fast friendly and professional service, would happily
- Review Summary
- Transparency 5.0 (2)
- Customer Service5.0 (2)
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
Curo Financial Services
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
Wealth Peak Financial Advice
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
- Review Summary
- Transparency 5.0 (1)
- Customer Service5.0 (1)
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)
Rate One
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
- Review Summary
- Transparency 5.0 (1)
- Customer Service5.0 (1)
Wotherspoon Wealth
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
New Vision Financial Services Financial Planning
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
- Review Summary
- Transparency 5.0 (2)
- Customer Service5.0 (2)
Is part of...
New Vision Financial Services · includes 7 listings
Quill Group
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 :)
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
- 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.