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Financial Planning Services in South Australia Adelaide

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72 listings

Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 749 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 (99)
  • Customer Service
    4.7 (76)
No values yet
MYOB

MYOB

4.0 from 2,402 reviews

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

  • Transparency
    3.4 (445)
  • Customer Service
    3.6 (391)
No values yet
Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 749 reviews

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

  • Transparency
    4.7 (99)
  • Customer Service
    4.7 (76)
No values yet
Superannuation Advice Australia

Superannuation Advice Australia

4.8 from 599 reviews

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

  • Transparency
    4.8 (498)
  • Customer Service
    4.9 (510)
No values yet
Anne Street Partners

Anne Street Partners · includes 3 listings

4.7 from 341 reviews

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

  • Transparency
    4.5 (2)
  • Customer Service
    5.0 (1)
No values yet
Xero

Xero

4.0 from 306 reviews

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

  • Transparency
    4.3 (233)
  • Customer Service
    4.0 (240)
No values yet
The Motley Fool

The Motley Fool

1.9 from 297 reviews

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

  • Transparency
    2.1 (119)
  • Customer Service
    2.1 (104)
No values yet
Resolve Finance

Resolve Finance · includes 7 listings

4.8 from 269 reviews

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,

  • Transparency
    4.9 (85)
  • Customer Service
    5.0 (89)
No values yet
Inovayt

Inovayt · includes 2 listings

4.9 from 137 reviews

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.

  • Transparency
    4.9 (73)
  • Customer Service
    4.9 (76)
No values yet
WhiteStar Group

WhiteStar Group · includes 7 listings

5.0 from 110 reviews

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

  • Transparency
    5.0 (49)
  • Customer Service
    5.0 (39)
No values yet
ActOn Wealth
  • Award Winner 2021

ActOn Wealth

5.0 from 75 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.

  • Outstanding financial expertise

  • Prompt, efficient and friendly customer service

  • Transparency
    5.0 (36)
  • Customer Service
    5.0 (37)
No values yet
Private Capital Management

Private Capital Management · includes 2 listings

5.0 from 75 reviews

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

  • Transparency
    5.0 (42)
  • Customer Service
    5.0 (33)
No values yet
Fat Prophets

Fat Prophets

2.2 from 59 reviews

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

  • Transparency
    1.3 (13)
  • Customer Service
    1.5 (11)
No values yet
My Online Adviser

My Online Adviser

4.9 from 36 reviews

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

  • Transparency
    4.8 (28)
  • Customer Service
    4.9 (29)
No values yet
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

  • Transparency
    2.4 (14)
No values yet
Yale Property Solution

Yale Property Solution

1.7 from 32 reviews

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

New Vision Financial Services · includes 7 listings

5.0 from 22 reviews

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

  • Transparency
    5.0 (13)
  • Customer Service
    4.9 (13)
No values yet
Sheffield Financial Advisors

Sheffield Financial Advisors

4.2 from 16 reviews

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

Odyssey Financial

2.5 from 11 reviews

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

  • Transparency
    5.0 (2)
  • Customer Service
    5.0 (2)
No values yet
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.

  • Transparency
    1.0 (4)
  • Customer Service
    1.5 (4)
No values yet
Kyra Finance

Kyra Finance

4.4 from 7 reviews

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

  • Transparency
    4.3 (6)
  • Customer Service
    4.5 (6)
No values yet
Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 749 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 (99)
  • Customer Service
    4.7 (76)
No values yet
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