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Best Financial Planning Services in Victoria Melbourne and Geelong

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77 listings

Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 758 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 (107)
  • Customer Service
    4.7 (85)
Hillross

Hillross

2.5 from 4 reviews

Latest review: After many years of valued advice to our parents the time sadly came that mental capacity reduced to the point that financial affairs had to be passed on - as had been prepared for some ten years

  • Transparency
    3.0 (2)
  • Customer Service
    3.0 (2)
WIT Group

WIT Group

2.3 from 3 reviews

Latest review: 9 years property is worth $110,000 less than we paid, rent has still not achieved their day 1 prediction, their answer try and get a better interest rate, that have no comeback and don’t c

  • Transparency
    2.3 (3)
  • Customer Service
    1.0 (2)
Tasmanian Perpetual Trustees

Tasmanian Perpetual Trustees

2.3 from 3 reviews

Latest review: After more than 15 years, I have just closed my TPT accounts. I get a better return from my banks on-demand savings account, and with much more flexible and convenient conditions. And having to go to

  • Customer Service
    1.0 (1)
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)
Link Market Services

Link Market Services

2.0 from 1 review

Latest review: Link Market Services have a crazy policy that if an Email for say a Dividend Statement is returned to them they lock the clients shareholding in that company. They do not tell you they have locked it

Planting The Seed

Planting The Seed

2.0 from 1 review

Latest review: I initially signed up to Planting The Seed around February 2019, the service was fine until October 2020. at the start of 2020 when COVID-19 hit and i was working from home and i didn't have a

  • Transparency
    2.0 (1)
  • Customer Service
    5.0 (1)
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)
Commonwealth Bank Financial Planning

Commonwealth Bank Financial Planning

1.3 from 3 reviews

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

Hall Chadwick

Hall Chadwick

1.0 from 5 reviews

Latest review: Minus 5 star. They don't pay any attention to you, do things over and over they have said they are not doing. Repeat the same things time and again, after sending emails saying they are not doing

  • Transparency
    1.0 (2)
  • Customer Service
    1.0 (2)
Vanguard Investments

Vanguard Investments

1.0 from 4 reviews

Latest review: Connot agree more with the other reviews. What has happened with Vanguard? Since they’ve made those changes in October last year, the service & navigation became terrible. I now hold two investor n

  • Transparency
    1.7 (3)
  • Customer Service
    1.3 (3)
Centuria

Centuria

1.0 from 4 reviews

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

  • Transparency
    1.0 (1)
Modern Wealth Management

Modern Wealth Management

1.0 from 2 reviews

Latest review: Liars! Scam artists! Unprofessional! Will take your $1000 deposit and never return calls or emails! Their managers also apparently don’t have mobile phones. Funny that. Full of excuses and cover ups.

  • Transparency
    1.0 (2)
  • Customer Service
    1.0 (2)
Movo

Movo

1.0 from 2 reviews

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

Australian Executor Trustees

Australian Executor Trustees

1.0 from 1 review

Latest review: I have been a co-executor of my mother's estate for over 50 years now and have several organisations manage the life interest that she left to take care of my sister. So because the management has

Axis Accounting

Axis Accounting

1.0 from 1 review

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

Splitit

Splitit

1.0 from 1 review

Latest review: Splitit Customer Service is absolutely useless. Asked them for a simple change of address, as I have moved houses, and they said "We can't do anything from our end. Speak to your Retailer.". Yet

Logic Wealth Group

Logic Wealth Group

1.0 from 1 review

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.

Logic Financial Advisers

Logic Financial Advisers

1.0 from 1 review

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

KP Partners

KP Partners

1.0 from 1 review

Latest review: Constant unsolicited and illegal SPAM from this company. I have reported them again to ACMA for breach of Spam Act 2003. Email lists these

Gleneagle Securities

Gleneagle Securities

No reviews yet
Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 758 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 (107)
  • Customer Service
    4.7 (85)
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