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Financial Planning in Tasmania Hobart

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53 listings



Australian Property Planners Association

Latest review: I didn’t know I could use my Superannuation to purchase property. A couple of my work colleagues told me about it and I decided that it was something that might work for me. I wanted a comfortable r


QSA Financial Services

Latest review: QSA really helped me sort out my life insurance and income protection which has given me real peace of mind. Hailey was so professional and thorough, I had no doubt that our finances were in good


StocksInValue

Latest review: I have been using SIV/Clime Direct for the last 7 years to manage my clients SMSF portfolios and I have been able to identify good quality companies that generate consistent dividend income and


WIT Group

Latest review: Witgroup has been our guide into the property investment market since 2016 when we first made enquiry into property investment through superannuation. The team have mentored and engineered the


Tasmanian Perpetual Trustees

Latest review: My 2 children and husband have substantial savings accounts with TPT. Occasionally I need to withdraw money from the children's accounts for biggish items, e.g. major car repairs. I can walk into


Brisbane Angels

Latest review: Found some parties within the group to be disorganised with regard to communication about pitch locations and times, and given no feedback from some of the pitches I did. At times attempts were made


MyBudget Financial Planning

Latest review: For someone who is actually terrified of the word finances, my budget helped me a great deal in sorting out and prioritizing things. With their help i was able to pay off my CC debt and get some


Hillross

Latest review: When we first went to Hillross they were all over us. Told us how much better they were in comparison to others, but after 12 Months and a Profit, I might add, I needed some help and advice and they


Odyssey Financial

Latest review: I was told investment would increase in value. Rubbish. Was sold at $530k would be lucky to get $400k if I sold it today. Rent was supposed to be $450 per week, has been falling and now at $350.


Perpetual Limited

Latest review: I know someone in perpetual due to injury. I think its not bad my friends money gets looked after so he doesnt blow it on stuff he doesnt need or shout everyone or gamble it away and end up broke


Commonwealth Bank Financial Planning

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


Empire Financial Group

Latest review: Be Aware" if you have life insurance through your superannuation with Colonial, commencing prior to 2013, then you are paying nearly a quarter of you life insurance premium as a commission to the


Centuria

Latest review: Estate Solicitors wrote to company seeking details of investments for probate purposes ,4 weeks later no reply Sent Fax to CEO who claimed never received letter but communications crossed and the


Hall Chadwick

Latest review: Absolutely disgusted with the way certain employee's of Hall Chadwick Brisbane handled the voluntary administration and then liquidation of JBM Trailers and Fabrications. Literally the worst case of


Logic Financial Advisers

Latest review: [name removed] managed to charge my wife $3500 to lose $6000 so a total of $9500 excluding a sham of $6000 in insurance fees totalling almost $17000 in 2 years! Then he charged me $5521 to lose $8200


Movo

Latest review: I got on here and read the reviews but didn't take the advice - I signed up to Movo parted ways with my $200 for the basic package, completed all the paperwork waited 2 weeks and nothing! waited


Logic Wealth Group

Latest review: Despite receiving massive upfront and ongoing commissions, refuse to actually manage your loan. Because of their neglect and laziness, unable to prepay my interest in advance, costing me thousands.


Axis Accounting

Latest review: I had the WORST experience. Service was unprofessional, rude and they had no idea what they were doing. They are unprofessional and didn't give an accurate refund estimate (telling us we would get a


ATB Partners

Accounts and Advice


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