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"I deal with Michelle Murchison for all my financial planning and mortgage broking requirements. She is very..."
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Best Upper Mount Gravatt financial planners near you
Word of Mouth financial planners in Upper Mount Gravatt receive an average rating of 5.0 based off 90 reviews.
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"Since first talking with Mark, and taking his advice 2 years ago, we have made nearly 50% on our investments which I..."
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"Royal Penny was referred to us and we thought we would give him a go to help us in our financial planning, we were..."
Planning Box
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"Rocky's awesome, he explains everything so clearly, even the tricky bits! He's super patient answering questions,..."
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"As a result of Tony’s advice and services, I feel confident where I am heading financially and have clear achievable..."
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"James Howarth is the best private wealth adviser in Brisbane. His knowledge and service exceeded my expectations. I..."
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"Financial planning - They were really helpful and took the time to answer my questions and were quick in getting back..."
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"Greg helped me get into investment properties and his knowledge and personal service was second to none. I pay less..."
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"Douglas and his team are highly professional in their field . Not only do they show you better ways with your money ,..."
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"I have been seeing Caleb now for around 4 years for financial advice. He has helped my wife and I with out financial..."
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"Really great Financial Planning practice. Very trustworthy and they get a great overview of your personal situation..."
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"Highly recommended! Jason was extremely helpful in buying an investment property. His knowledge and service is..."
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"I first met Peter when he arrived at our door and I was thinking here we go...what has my husband signed us up for..."
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"We find this company to be reliable and professional. They listen to our needs, and offer sound advice. Very friendly..."
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"Have had tremendous help from Jason to sort out my financial matters and plan for my future and he explains things in..."
Showing 20 of 25 businesses
Insights for financial planners servicing Upper Mount Gravatt
In total, 217 jobs have recently been posted for financial planners on the Word of Mouth jobs marketplace. Across Word of Mouth, the average quote response time for financial planners is 99.1 hours. Quotes sent back through the marketplace average $3,135 for a fixed-price job, and $257.00 an hour where the work is quoted hourly. These are quotes, not final invoices.
13 financial planners have submitted licence details, which our support team has manually verified. These were accurate at the time of submission, but we recommend checking official registers to confirm they continue to remain valid before hiring any business.
What you can check before you call
Licences, where they’ve got them
Trade licences shown on the listing when the business has supplied them, with the licence number.
What other customers paid
Where enough customers have reported it, the listing shows the typical price range for the job they reviewed.
Reviews going back to 2007
Australians have been reviewing local businesses here since 2007. How we handle reviews, disputes and removals is set out in our Fair Play Policy.