Best Financial Planning Services

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)
Brisbane Angels
3.0 from 1 review

Latest review: Found some parties within the group to be disorganised with regard to communication about pitch locations and times, and given no feedback from some of the pitches I did. At times attempts were made

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)
Tasmanian Perpetual Trustees

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 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

WIT Group
2.0 from 4 reviews

Latest review: Just sold the apartment for 332K nine years after we paid 435K Great advice WIT, how this company is still operating shows that the industry watchdog is a toothless tiger and companies like WIT can

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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

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

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

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

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

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

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.

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

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

Australian Executor Trustees

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

Invest Blue
1.0 from 1 review

Latest review: I was introduced to Invest Blue by my trusted financial advisor when he was forced to medically retire. It was not necessary for Invest Blue to make any changes to my investment strategy or products.

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 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
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

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

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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