Financial Planning Services in Victoria Melbourne and Geelong

79 listings
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Future Assist Group of Companies
  • Award Winner 2020
4.7 from 766 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.

  • Transparency
    4.7 (113)
  • Customer Service
    4.7 (91)
The Motley Fool
1.8 from 368 reviews

Latest review: The only people making money is them, they suck you in get you to buy, i signed yesterday now they pressure into buying different levels all about paying them. Stay away from this company best

  • Transparency
    2.0 (175)
  • Customer Service
    2.1 (155)
Superannuation Advice Australia

Latest review: Marcus is fantastic very comfortable to speak with Felix excellent communicator Appreciative the constant communication and the excellent follow up Feel safe and secure with Marcus service So I

  • Transparency
    4.8 (642)
  • Customer Service
    4.8 (662)
My Online Adviser
4.9 from 198 reviews

Latest review: My online Adviser have been a great help and I would recommend them to any one. i have seen great results and they are very helpful with lots of communication especially Izaak Shipway Thanks

  • Transparency
    4.8 (145)
  • Customer Service
    4.9 (152)
Fat Prophets
3.7 from 164 reviews

Latest review: The share market exists for companies to raise money not for you to make money. Like the gold rush miners one needs to know where to dig to have success and Fat Prophet can provide such a map that

Future Assist Group of Companies
  • Award Winner 2020
4.7 from 766 reviews

Latest review: We are satisfied with the overall experience at Future Assist, they've helped us set up a solid foundation for our retirement by implementing tailored strategies that meet's our requirements, our

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Xero
4.0 from 447 reviews

Latest review: We needed help getting back into our Xero account after a billing error from changing banks. Weeks and weeks of emails (often the same ones we already answered) and still not fixed! We were promised

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

ActOn Wealth
  • Award Winner 2021
5.0 from 98 reviews

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.

New Vision Financial Services

New Vision Financial Services

 · includes 7 listings
5.0 from 25 reviews

Latest review: Very pleased with "New Vision Financial Services", I found both Chris and Jeff great to deal with. Good customer focus, timeliness of response and accurate feedback throughout. Happy to recommend,

Resolve Finance

Resolve Finance

 · includes 7 listings
4.8 from 295 reviews

Latest review: Ginny looked after us from start to finish - nothing was to much for her and if we need advise she was only a email/phone call away. Would recommend Ginny

Intelligent Investor
3.0 from 6 reviews

Latest review: I’ve been a subscriber for almost the entire life of Intelligent Investor. Must be getting onto 20 years now. Without doubt, I believe they offer the very best value investing stock recommendation a

Inovayt

Inovayt

 · includes 2 listings
4.9 from 200 reviews

Latest review: Matthew was very professional and excellent customer service skills. Extremely prompt and made the process very easy and smooth for us. We would highly recommend Matthew in the Finance

Income Tax Professionals

Income Tax Professionals

 · includes 5 listings
2.0 from 37 reviews

Latest review: My appointment was with Hass, and as usual he provided great customer service and I got a good return. I return each year to the same company as I am always satisfied with the service

Perpetual Limited
1.3 from 12 reviews

Latest review: We are in the same position as many of you. With no way to get rid of them How do you start a royal commission ? SERIOUSLY There is a staggering failure

WhiteStar Group

WhiteStar Group

 · includes 8 listings
5.0 from 164 reviews

Latest review: Liz was the most informative, efficient and knowledgeable conveyancer we have ever dealt with .. her can do attitude and turnaround is second to none, nothing was too much trouble and her

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

Gleneagle Securities
1.0 from 2 reviews

Latest review: Can't even pull up a list of FT-SE stocks, tried to enter financial details but it was rejected saying I need at least 20k USD despite having way more than that, website constantly timing out after 3

Link Market Services
1.1 from 16 reviews

Latest review: This must be the slowest web site on record. I cannot understand why companies continue to use this facility. I have been trying for the past hour to just register & continue to get Error messages.

Praemium
1.0 from 1 review

Latest review: Failed to pass on a dividend belonging to me when I rolled out. Up to $50 of your money can be retained because it is deemed too small to pay to you. Poor support and high handed attitude, watch the

Private Capital Management

Private Capital Management

 · includes 2 listings
5.0 from 89 reviews

Latest review: We were first home buyers and finalized on Nathan as our mortgage broker, it’s been an absolute pleasure working with Nathan through this process of buying a property in Sydney. There are many f

Ad
Future Assist Group of Companies
  • Award Winner 2020
4.7 from 766 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.

  • Transparency
    4.7 (113)
  • Customer Service
    4.7 (91)
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