- Sign in
- Write a review
Best Financial Planning Services in Victoria Melbourne and Geelong
69 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)
Superannuation Advice Australia
Latest review: Couldnt be happier with the care I get with my super from these guys. Insurances are in check. They go above and beyond to make sure I feel completely comfortable. Wouldnt have my super with anyone
- Review Summary
- Specifications
- Transparency 4.8 (489)
- Customer Service4.9 (501)
- 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)
- 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)
MYOB
Latest review: Big changes and improvements with the latest MYOB software. I haven't used MYOB for more than 10years. now I realize it simplicity for accounting purposes. I highly recommend MYOB to any small
- Review Summary
- Specifications
- Transparency 3.4 (443)
- Customer Service3.6 (389)
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)
My Online Adviser
Latest review: They were very help full and it was an easy process great costumer service and friendly. Couldn’t ask any more of them they do all the foot work. Good job team
- Review Summary
- Specifications
- Transparency 4.8 (28)
- Customer Service4.9 (29)
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: 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)
The Motley Fool
Latest review: Disgusting scam, I lost a lot of money by listening to their advice. I paid to become a member, however, they only sent me stock pick once and then disappeared, bombarded with new advertisements to
- Review Summary
- Specifications
- Transparency 2.1 (113)
- Customer Service2.2 (99)
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)
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
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)
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)
Rate One
Latest review: I have recently received an assistance from Kosh Sothilingam from Rate One to purchase an apartment. Start to Finish , he assisted me patiently. He was knowledgeable , reliable , approachable and
- Review Summary
- Specifications
- Transparency 5.0 (4)
- Customer Service5.0 (4)
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
- Specifications
- Transparency 5.0 (1)
Accounts and Advice
Latest review: I needed to adjust the transfer limit on my account for one transaction and this was done for me straight away and the person I dealt with was friendly and very
- Review Summary
- Specifications
- Transparency 4.0 (1)
- Customer Service5.0 (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
- Specifications
- Transparency 5.0 (1)
- Customer Service5.0 (1)
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
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)