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Financial Planning Services in Victoria Melbourne and Geelong

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65 listings

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 736 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 (87)
  • Customer Service
    4.8 (64)
The Motley Fool

The Motley Fool

2.0 from 258 reviews

Latest review: I have used their service is just crap all over , I got only 2 email which is about the product I bought other wise everyday go 10 EMIAL FOR MARKETING , please do not subscribe its just waste of

  • Transparency
    2.3 (88)
  • Customer Service
    2.4 (75)
Superannuation Advice Australia

Superannuation Advice Australia

4.8 from 312 reviews

Latest review: I love the customer service my previous provider i never ever heard from would get the occasional email but nothing like these guys terrific keep up the great friendly

  • Transparency
    4.8 (278)
  • Customer Service
    4.9 (278)
MYOB

MYOB

4.0 from 2,336 reviews

Latest review: MYOB are ahead of their other competition. Not only can you ring & actually speak to someone but they go out of their way to resolve any issues you may have. I started using MYOB when it was version

  • Transparency
    3.4 (397)
  • Customer Service
    3.5 (339)
Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 736 reviews

Latest review: We're so glad to have made the decision to work with this company, our primary goal of purchasing an investment property when we first started is soon to become a reality. The team put together a

  • Transparency
    4.7 (87)
  • Customer Service
    4.8 (64)
Xero

Xero

1.7 from 31 reviews

Latest review: been using this accounting platform since july and since then it randomly deletes typed up invoices this is a know issue with xero as they have admitted it to me they however will not give a fix

  • Transparency
    2.3 (3)
  • Customer Service
    1.0 (4)
Fat Prophets

Fat Prophets

2.3 from 57 reviews

Latest review: I bought a subscription to find out it was not as stated, they don't advise on the market only selected stocks, it's too limited with little reward. I did raise these issues with only a poor

  • Transparency
    1.0 (10)
  • Customer Service
    1.3 (8)
ActOn Wealth

ActOn Wealth

5.0 from 67 reviews

Latest review: Thomas has been my Financial Adviser for a number of years. He has provided exceptional advice, guidance, support and customer service throughout each life phase. I am very grateful to collaborate

  • Transparency
    5.0 (28)
  • Customer Service
    5.0 (29)
Intelligent Investor

Intelligent Investor

2.6 from 5 reviews

Latest review: I had taken the Intelligent Investor subscription for a number of years. At one time 3 of the stocks they recommended and I bought kept going down, Namely Trade me, IOOF and Santos. I could accept

  • Transparency
    5.0 (1)
  • Customer Service
    5.0 (1)
Resolve Finance

Resolve Finance · includes 7 listings

4.8 from 255 reviews

Latest review: Sunny Singh from Resolve Finance helped me with my mortgage application. As a solo purchaser and first home buyer, Sunny helped make my dream a reality. I couldn’t have asked for a better broker. He l

  • Transparency
    4.9 (72)
  • Customer Service
    4.9 (76)
Empire Financial Group

Empire Financial Group

4.0 from 4 reviews

Latest review: I've known and worked with Raymond and the Empire team for several years now and two things have always struck me - their complete focus on their clients and commitment to service excellence. Each

  • Transparency
    5.0 (3)
  • Customer Service
    5.0 (3)
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)
New Vision Financial Services

New Vision Financial Services · includes 7 listings

5.0 from 21 reviews

Latest review: When searching for a home loan you need to be able to rely on someone you can trust to be able to present all the options available and give you the right information to make the right decisions.

  • Transparency
    5.0 (12)
  • Customer Service
    5.0 (12)
Inovayt

Inovayt · includes 2 listings

4.9 from 115 reviews

Latest review: Ben was amazing to deal with during the recent purchase of my first home. He made the whole process so simple and I felt supported throughout. I would highly recommend him and the team at

  • Transparency
    4.9 (53)
  • Customer Service
    4.9 (55)
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)
My Online Adviser

My Online Adviser

5.0 from 11 reviews

Latest review: Izaak was so helpful, polite and patient with me, what a nice young man. He was very knowledgeable within the super industry and gave very easy to understand directions to

  • Transparency
    5.0 (9)
  • Customer Service
    5.0 (10)
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

WhiteStar Group

WhiteStar Group · includes 7 listings

5.0 from 97 reviews

Latest review: I was getting nowhere with my existing mortgage broker which I was with for 15 years - high rates and no service! Then I did some research and came across WhiteStar. Glad I did! Marina was

  • Transparency
    4.9 (39)
  • Customer Service
    5.0 (31)
Private Capital Management

Private Capital Management · includes 2 listings

5.0 from 67 reviews

Latest review: Nathan provided us with fantastic support and guidance to help put our finances including our superannuation back on track after my wife and I made a few bad investments. He is a heavyweight in terms

  • Transparency
    5.0 (35)
  • Customer Service
    5.0 (26)
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)
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

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 736 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 (87)
  • Customer Service
    4.8 (64)
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