Financial Planning

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52 listings

The Motley Fool

Latest review: I took 3 of its recommendation and they all turned out losses. The thing is that they managed to delete all big losers in score card, only keep gainers and small


Latest review: What can I say??? Wow!!! They were all super understanding and took the time to dumb things down and explain it to me properly. Took the effort to help me even through everything else that was


Latest review: The call to cancel our MYOB subscription took an hour and a quarter. At least at the end of that time, the desired result was achieved. Two previous calls “dropped out” during transfer to the can

Future Assist Financial Services Group

Latest review: I've always had a good experience with the Management team at Future Assist, they have always been very helpful and quick to respond to any of my questions. In my recent review Hewad was great to

Fat Prophets

Latest review: Was with them for over 5 years. Basically they make a weekly recommendations and some mid-week ones. Some work and some don't. It just depends on your luck which ones you happen to choose. One

Resolve Finance

Latest review: Felicity was beyond outstanding! From day dot, she went above and beyond to make us feel comfortable. She answered every silly little question or concern we had. We appreciate your dedication, time,

WhiteStar Group

Latest review: I would like to commend Joanne C for her empathy and guidance. She is our guardian angel and showed us ways that we did not know existed. Joanne also displayed patience and understanding to our

Anne Street Partners

Latest review: We had two financial advisors ( neither of whom we rated) prior to meeting Goran Velevski. We had only one meeting him until he joined Anne Street.When he joined Anne Street Partners we located

New Vision Financial Services

Latest review: Complete guidance for loan approval and cost involved. Fabulous service for home loan settlement. I changed my plan for home building after approval still Chris guided me to ensure I could build my

ActOn Wealth

Latest review: Blyth was incredibly diligent, patient and understanding of my needs, due to these traits I am confident that the product he advised is the correct one. Dealing with Acton Wealth has been a great

Income Tax Professionals
  • Contact Number: 1800 367 487

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

Perpetual Limited

Latest review: I know someone in perpetual due to injury. I think its not bad my friends money gets looked after so he doesnt blow it on stuff he doesnt need or shout everyone or gamble it away and end up broke

Private Capital Management

Latest review: Nathan is the consummate professional. He took the time to understand our current circumstances, the outcomes we wanted to achieve and delivered a solution that perfectly met our needs. Nathan was

Yale Property Solution

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

Inovayt Finance

Latest review: My situation was difficult due to timing of settlement around Christmas and also the time Jye had to get everything together. Jye was great keeping in contact even while he was on vacation, when our


Latest review: I have been using SIV/Clime Direct for the last 7 years to manage my clients SMSF portfolios and I have been able to identify good quality companies that generate consistent dividend income and


Latest review: When we first went to Hillross they were all over us. Told us how much better they were in comparison to others, but after 12 Months and a Profit, I might add, I needed some help and advice and they

Greenline Financial Services

Latest review: Tee has been amazing from start to finish! Always ensuring we had a clear understanding of what was going on and any process to follow! His professionalism and outstanding service gives me no

Odyssey Financial

Latest review: I was told investment would increase in value. Rubbish. Was sold at $530k would be lucky to get $400k if I sold it today. Rent was supposed to be $450 per week, has been falling and now at $350.

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