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Financial Planning Services in Western Australia Perth
1 listing
- 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
- Specifications
- Transparency 4.7 (101)
- Customer Service4.7 (78)
- 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
- Specifications
Outstanding financial expertise
Prompt, efficient and friendly customer service
- Transparency 5.0 (40)
- Customer Service5.0 (41)
- 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
- Specifications
- Transparency 4.7 (101)
- Customer Service4.7 (78)