Find the best financial planner in Rodd Point, NSW

2023 Award

"I'm grateful for Walker Capital Agency's commitment to my financial success. Their passion for what they do shines..."

"Since I and my husband were beginners in investment, we need a financial planner to help us understand where our..."

"We were recommended Financial Spectrum by a friend who was very impressed with their financial advice and we too..."

"Being self employed - I needed someone who has the lateral thinking skills to look at financial problems from a..."

"iMoney goal is to partner with clients to become their trusted adviser, to give them the confidence to live their..."

"This business provides a personalised service offering advice on financial planning and in particular superannuation...."

"I have done The Everyday Trader's beginners trading course. I found the courses extremely helpful. It was easy to..."

"i was enquiring about superannuation for my staff and came across this company. i went in for a consultation and the..."

"Very professional and helpful staff. Provide very good and balanced advice and have a very straight forward fee for..."

"i don't really know much about life insurance, but they were really helpful in explaining everything really well. i..."

"I was offered a free ticket to Booming in the Bust which was a 3-day seminar hosted by Global 1 Training. They had..."

"As medical professionals, we have entrusted our wealth creation and future security with Bloomwealth Tax & Financial..."

"Deducted week amounts from my income for superannuation savings. Deducted week amounts from my income for..."

"They suggested me good stocks picks. They helped me with some dividend recommendations and growth stocks for my..."