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!

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.

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.

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.

Transfer of super to new fund and sourcing appropriate insurances, handled with professionalism and personal service