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Best Financial Planning Services in Victoria Melbourne and Geelong
78 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 (108)
- Customer Service4.7 (86)
Superannuation Advice Australia
Latest review: The advice was factual and easy to understand. Staff are friendly and care about my goals and the most efficient way to achieve them. My super is in good hands.
- Review Summary
- Transparency 4.8 (579)
- Customer Service4.9 (594)
- Award Winner 2020
Future Assist Group of Companies
Latest review: No complaints, the communication has definitely improved over the years. Around the pandemic our investment returns slowed but continued to gradually go up, I like the fact we catch up every 12
- Review Summary
- Transparency 4.7 (108)
- Customer Service4.7 (86)
- 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 (45)
- Customer Service5.0 (46)
My Online Adviser
Latest review: The team at My Online Adviser are very knowledgeable, professional and friendly. They provided in depth but easy to understand advice. I just wish I had got in touch sooner. Highly
- Review Summary
- Transparency 4.8 (68)
- Customer Service4.9 (70)
MYOB
Latest review: Since starting a small business, I took the liberty of looking across multiple accounting software providers, and came onto MYOB as it seemed to be the outstanding software suited to my needs. I have
- Review Summary
- Transparency 3.5 (477)
- Customer Service3.6 (424)
Xero
Latest review: Xero makes book keeping a pleasure. It is very simple to use, simple to learn and help is always available. It is always updating to keep up with the changes in any tax obligations. It implemented
- Review Summary
- Transparency 4.3 (308)
- Customer Service4.0 (313)
Shares in Value
Latest review: I am fairly new to Shares in Value and am very happy with their in depth analysis of companies they recommend or otherwise. I have been successful with my investments so far and the recommendation
- 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: I agreed to a subscription, following the hyped up phone call, but after reading on their website that if it was considered unsuitable, it could be cancelled within 30 days and a refund would be
- Review Summary
- Transparency 1.5 (17)
- Customer Service1.7 (15)
The Motley Fool
Latest review: Simply couldn't believe that its April tip for Extreme Opportunities was the mighty Kogan from Mr Ruslan. At the time was around 16 dollars. Now just over 10. It was a poorly supported tip too. Where
- Review Summary
- Transparency 2.0 (147)
- Customer Service2.1 (130)
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: When I first spoke with Liz, she instantly captured my attention & she absolutely proved to be very responsive, always returning my calls, never let me down & amazing personality. Very good knowledge
- Review Summary
- Transparency 5.0 (57)
- Customer Service5.0 (48)
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 :)
Orbit Financial Services
Latest review: We followed Alison from her former employ into her new business - she really cares about her clients, provides exceptional service and delivers helpful advice in a manner easy to understand and enact
- 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 (108)
- Customer Service4.7 (86)