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Financial Planning Services in Victoria Melbourne and Geelong

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68 listings

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 743 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 (94)
  • Customer Service
    4.8 (71)
MYOB

MYOB

4.0 from 2,376 reviews

Latest review: All the new features I thought it would be nice to have but never knew were there in the new version. I love the upgraded FX functions, especially on entering foreign exchange purchases. I can

  • Transparency
    3.4 (428)
  • Customer Service
    3.6 (372)
Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 743 reviews

Latest review: Future Assist have helped me understand the whole concept of investing within Australia, I’ve been in this country for less than 10 years and before Future Assist, my knowledge around rules of i

  • Transparency
    4.7 (94)
  • Customer Service
    4.8 (71)
Superannuation Advice Australia

Superannuation Advice Australia

4.8 from 523 reviews

Latest review: Great advice on superannuation, investing and possibility of withdrawing some super in the future. We also looked at options for sickness and accident insurance. We then discussed my will and the

  • Transparency
    4.8 (440)
  • Customer Service
    4.9 (450)
Anne Street Partners
  • Award Winner 2019

Anne Street Partners · includes 3 listings

4.7 from 341 reviews

Latest review: Travis Stanley is always encouraging, attentive and personable whenever we meet with him. He has an incredible attention for detail and is highly professional but approachable in the way he works

  • Transparency
    4.5 (2)
  • Customer Service
    5.0 (1)
Xero

Xero

4.1 from 296 reviews

Latest review: I find searching for things can be cumbersome. It used to be easier. I'm not overly keen on the new reports, they arent as flexible as the older ones, which I prefer to use as a general

  • Transparency
    4.4 (227)
  • Customer Service
    4.1 (233)
The Motley Fool

The Motley Fool

2.0 from 267 reviews

Latest review: They are fraud. They don’t have any new recommendations for last two months except same three companies! Don’t waste your money. Why the government allow this company to operate? No idea. Extremely un

  • Transparency
    2.3 (95)
  • Customer Service
    2.3 (82)
Resolve Finance

Resolve Finance · includes 7 listings

4.8 from 263 reviews

Latest review: Sunny helped me get my first home loan. Sunny was always available to talk to at any time of the day. I am currently working in WA with a 3 hour time difference to Melbourne and he always made time

  • Transparency
    4.9 (79)
  • Customer Service
    5.0 (83)
Inovayt

Inovayt · includes 2 listings

4.9 from 126 reviews

Latest review: Thank you to Lambros and his Team for facilitating my home loan. In particular i am so impressed by the attention to detail, personalised service, caring disposition and a great outcome (good rate).

  • Transparency
    4.9 (63)
  • Customer Service
    4.9 (66)
WhiteStar Group

WhiteStar Group · includes 7 listings

5.0 from 105 reviews

Latest review: Jo and the Whitestar team just helped me to purchase my first home. Jo was always a pleasure to deal with and went above and beyond to help me with the

  • Transparency
    5.0 (46)
  • Customer Service
    5.0 (36)
Private Capital Management

Private Capital Management · includes 2 listings

5.0 from 72 reviews

Latest review: Nathan was an amazing partner for our first home purchase. He was knowledgeable and guided us calmly through the process in the very stressful Covid time. He made everything seem straight forward and

  • Transparency
    5.0 (40)
  • Customer Service
    5.0 (31)
ActOn Wealth
  • Award Winner 2021

ActOn Wealth

5.0 from 70 reviews

Latest review: Act on Wealth have turned my future around. After engaging their services to set myself and children up financially and I can comfortably say I can’t wait for future! Their professionalism, knowledge

  • Transparency
    5.0 (31)
  • Customer Service
    5.0 (32)
Fat Prophets

Fat Prophets

2.2 from 59 reviews

Latest review: I used to follow these guys about five years ago and recently logged in by mistake and now they will not stop calling me. I have blocked them, they keep changing numbers and when I tell them I am not

  • Transparency
    1.0 (12)
  • Customer Service
    1.2 (10)
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)
Yale Property Solution

Yale Property Solution

1.7 from 32 reviews

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

New Vision Financial Services

New Vision Financial Services · includes 7 listings

5.0 from 22 reviews

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

  • Transparency
    5.0 (13)
  • Customer Service
    4.9 (13)
My Online Adviser

My Online Adviser

5.0 from 19 reviews

Latest review: Fantastic people to work or communicate with will recommend to family , easy to talk too and fast and efficient. Will recommend to others and will get the word around

  • Transparency
    4.9 (16)
  • Customer Service
    5.0 (17)
Sheffield Financial Advisors

Sheffield Financial Advisors

4.2 from 16 reviews

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

Odyssey Financial

Odyssey Financial

2.5 from 11 reviews

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

  • Transparency
    5.0 (2)
  • Customer Service
    5.0 (2)
Perpetual Limited

Perpetual Limited

1.6 from 7 reviews

Latest review: I was effectively headhunted by Perpetual for a role in their back office functions. Approached out of the blue with a role that I was quite interested in after discussion with their talent

  • Transparency
    1.0 (2)
  • Customer Service
    1.0 (2)
Rate One

Rate One

5.0 from 6 reviews

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

  • Transparency
    5.0 (4)
  • Customer Service
    5.0 (4)
Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 743 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 (94)
  • Customer Service
    4.8 (71)
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