- Sign in
- Write a review
Financial Planning Services in South Australia Adelaide
72 listings
- Award Winner 2020
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
- Specifications
- Transparency 4.7 (99)
- Customer Service4.7 (76)
MYOB
Latest review: Every time I call to cancel the product they say it is already cancelled, but every month I'm charged for it. Don't know what to do. They should have an option to cancel it online. It turns out it is
- Review Summary
- Specifications
- Transparency 3.4 (445)
- Customer Service3.6 (391)
- Award Winner 2020
Future Assist Group of Companies
Latest review: We have been so happy with the service we have received from Future Assist. They have hit the mark every time and we feel more prepared for our retirement
- Review Summary
- Specifications
- Transparency 4.7 (99)
- Customer Service4.7 (76)
Superannuation Advice Australia
Latest review: They got my super transferred to a fund that gave me a much better deal in a seamless fashion. I did not have to do a lot, most of it was taken care of by them. I was never confused or made to feel
- Review Summary
- Specifications
- Transparency 4.8 (498)
- Customer Service4.9 (510)
Anne Street Partners · includes 3 listings
Latest review: Travis Stanley is always encouraging, attentive and personable whenever we meet with him. He has an incredible attention for detail and is highly professional but approachable in the way he works
- Review Summary
- Specifications
- Transparency 4.5 (2)
- Customer Service5.0 (1)
Xero
Latest review: The Xero system is okay to use. The online support is terrible, they respond but their information is incorrect. Xero gave NO support to small businesses during the pandemic by continuing to charge
- Review Summary
- Specifications
- Transparency 4.3 (233)
- Customer Service4.0 (240)
The Motley Fool
Latest review: Yeah, ignore the 1 star because really I give them zero. These guys can never provide actual good advice. They only tell you why you should have bought in after a stock has already risen. They write
- Review Summary
- Specifications
- Transparency 2.1 (119)
- Customer Service2.1 (104)
Resolve Finance · includes 7 listings
Latest review: Sunny and the team was great to work with, he really took the time to listen and provided options with detailed explanations to suit my needs. He was zealous in his strive to help with my loan,
- Review Summary
- Specifications
- Transparency 4.9 (85)
- Customer Service5.0 (89)
Inovayt · includes 2 listings
Latest review: Ben and Noelle were extremely patient and helpful. We gave them a hard task of getting a loan not only approved but settled before Christmas and they came through with the goods.
- Review Summary
- Specifications
- Transparency 4.9 (73)
- Customer Service4.9 (76)
WhiteStar Group · includes 7 listings
Latest review: My wife and I were introduced to WhiteStar when we used their brokering team to buy our first house a couple of years ago. Recently, we expressed interest in purchasing an investment property and
- Review Summary
- Specifications
- Transparency 5.0 (49)
- Customer Service5.0 (39)
- Award Winner 2021
ActOn Wealth
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
- Specifications
Outstanding financial expertise
Prompt, efficient and friendly customer service
- Transparency 5.0 (36)
- Customer Service5.0 (37)
Private Capital Management · includes 2 listings
Latest review: Nathan did an amazing job refinancing our dream home.His tenacity and due diligence in this matter was great!Can recommend Private Capital Management for their professional and patient service!The
- Review Summary
- Specifications
- Transparency 5.0 (42)
- Customer Service5.0 (33)
Fat Prophets
Latest review: I spend at least two and a half hours each day going over their reports. I've had the subscription for over 6 years and my personal portfolio has grown from 35k to over $230k. You have to read the
- Review Summary
- Specifications
- Transparency 1.3 (13)
- Customer Service1.5 (11)
My Online Adviser
Latest review: Ryan and his team at My Online Advisor made quick work of setting me up into a superfund that better suits my personal circumstances. They took care of all the hard work in a very short time, making
- Review Summary
- Specifications
- Transparency 4.8 (28)
- Customer Service4.9 (29)
Income Tax Professionals · includes 5 listings
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
- Review Summary
- Specifications
- Transparency 2.4 (14)
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
New Vision Financial Services · includes 7 listings
Latest review: Good service. Great customer service. If you need house loan please contact Chris New Vision Financial Services Home Loans . He will look after you. I am happy with his service
- Review Summary
- Specifications
- Transparency 5.0 (13)
- Customer Service4.9 (13)
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
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
- Specifications
- Transparency 5.0 (2)
- Customer Service5.0 (2)
Perpetual Limited
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.
- Review Summary
- Specifications
- Transparency 1.0 (4)
- Customer Service1.5 (4)
Kyra Finance
Latest review: Got in contact with so called Mr Vikas Verma. Provided all details and documents to get the finance done for my first property, he gives us the green light, no problem...upon his information
- Review Summary
- Specifications
- Transparency 4.3 (6)
- Customer Service4.5 (6)
- Award Winner 2020
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
- Specifications
- Transparency 4.7 (99)
- Customer Service4.7 (76)