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Best Financial Planning Services in Tasmania Hobart
77 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
- Transparency 4.7 (106)
- Customer Service4.7 (83)
Superannuation Advice Australia
Latest review: Very professional service spoke to michelle first and then had a very informative conversation with taylor. Spoke about topics that i wanted to be more updated on and if i needed to change anything
- Review Summary
- Transparency 4.8 (567)
- Customer Service4.9 (582)
- Award Winner 2020
Future Assist Group of Companies
Latest review: Love the work this team does for us. The team always provides a comprehensive and easy to understand overview regardless of the occasion, whether it's our annual review or the purchasing of an
- Review Summary
- Transparency 4.7 (106)
- Customer Service4.7 (83)
- 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
Outstanding financial expertise
Prompt, efficient and friendly customer service
- Transparency 5.0 (44)
- Customer Service5.0 (45)
My Online Adviser
Latest review: Clear information, very personable, very easy to talk with and understand the process. On line advisor was very keen to answer any questions and was able to provide options to compare products. Very
- Review Summary
- Transparency 4.8 (64)
- Customer Service4.9 (66)
MYOB
Latest review: I have been using MYOB for along time and most of the time the product does its job and is fine. But when it fails and it will the back up service is horrible. Why so bad? 1. They keep you waiting
- Review Summary
- Transparency 3.5 (477)
- Customer Service3.6 (424)
Xero
Latest review: Xero is a great software product. But the product support is either non-existent or very flimsy. I had a waiting time of 13 hours to get a response and they are generally cryptic and off-handish.
- Review Summary
- Transparency 4.3 (301)
- Customer Service4.0 (306)
Shares in Value
Latest review: I have only been with Shares in Value for a few months. Have more than recovered my subscription and also covered the costs of other advisers like TMF which I now find redundant. They regularly
- Review Summary
- Transparency 5.0 (13)
- Customer Service5.0 (12)
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: Signed up for free trial. Despite 3 calls, still unable to unsubscribe and got charged too! Called, left messages, was assured charge would not go thru but still got slugged Somebody please
- Review Summary
- Transparency 1.3 (14)
- Customer Service1.5 (12)
The Motley Fool
Latest review: The Motley Fool has had a proud history, picking great winners, in which I have participated. I can trust their recommendations! I have been with them for many years, trusting their recommendations
- Review Summary
- Transparency 2.0 (142)
- Customer Service2.1 (125)
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)
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 8 listings
Latest review: Customer service was very friendly Very satisfied according to the circumstances Maria did a great job would recommend friends and will keep in touch to get to my goals and also buy and investment
- Review Summary
- Transparency 5.0 (55)
- Customer Service5.0 (46)
Private Capital Management · includes 2 listings
Latest review: I had a wonderful experience dealing with Nathan and the Private Capital team. They really understood my needs, shared insights and help me decide on a loan that was right for me. I’ve had a couple
- Review Summary
- Transparency 5.0 (51)
- Customer Service5.0 (41)
New Vision Financial Services · includes 7 listings
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
- Review Summary
- Transparency 5.0 (14)
- Customer Service5.0 (14)
Rate One
Latest review: Really happy with the service at RateOne. Big thanks to Dominica Durand. Dominica finessed my complex mortgage case quickly and flexibly without any dramas. She is friendly and easy to talk to,
- Review Summary
- Transparency 5.0 (5)
- Customer Service5.0 (5)
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)
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 :)
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)
- 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
- Transparency 4.7 (106)
- Customer Service4.7 (83)