Dean Financial Group
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49 Octavia St, Mornington VIC 3931
Next door to Anytime Fitness - 03 5976 ... Click to show
- 0404 546... Click to show
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- Opening Hours (Monday: 9am - 5pm)
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6 reviews about Dean Financial Group
everything was explained easily so we were able to understand everything.
felt very comfortable with everything. overall a great experience.
I have done some business with Dean Financial Group in Mornington and have referred 2 other people to them. One for Life Insurance and new mortgage and the other one for super and re-mortgaging. They are both very happy with the service and I would not hesitate in recommending DFG to anyone who needs assistance with their finances. Well done!
Hi.. Hope you had a great weekend.. Thankyou for the review and also for the referrals. They are our main source of business and we would be nowhere without them. have a good week Bev.
I had been through some major financial changes and needed to get a plan to help me get ahead. As I am a tradesman I needed to put things in place so my family would be ok if something happened to me. With the advice from Luke at Dean Financial Services I took out Income Protection. Luke did a plan for me for the next 12 months when I will start a super fund. I feel much better knowing I have done something to protect myself and my family if something untoward happens to me.
Thankyou... Hope the new job is going well... Coffee is on us next time we catch up.
We were concerned about the money we were losing from our Government pension and a friend told us to go and see Luke from Dean Financial Services. He sat with us and explained what we could do to maximize our savings, which would give us a better return on our money and still be able to receive a government pension.
Hi.. Happy to help.. Have a nice holiday in Pt Headland. Phyllis
I have turned 60 and was concerned about my superannuation as I am not ready to retire. I did not want to risk what I already had. I spoke with Luke from Dean Financial Services and he worked out a plan for me. I now feel very comfortable that I will be much better off when I do retire. Thank you for your assistance.
Hi Laurie... Thanks for the good wrap... It's great knowing that you are pleased with our services. By the way... Did your Mum have a Happy 90th Birthday? Phyllis
Transfer of super to new fund and sourcing appropriate insurances, handled with professionalism and personal service
Hi Deb... Thanks for the review. If there is anything else we can do let us know.... Have a "Happy Mothers Day"...
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Thank you for your comments. It was our pleasure to help your family.