Fortune Wealth Creation Group
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"Rashesh brings a rare combination of deep expertise and genuine care. He took the time to clearly understand my goals..."
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Word of Mouth financial planners in Kooyong receive an average rating of 4.9 based off 141 reviews.
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"Rashesh brings a rare combination of deep expertise and genuine care. He took the time to clearly understand my goals..."
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"John is great at listening to me and everything he has done in making me a financial roadmap then helping me do it..."
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"Always treated as a valued client and accounting, impressive. We are so far ahead in our retirement planning than if..."
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"I ran my own successful super fund whilst working full time. After I retired, I found it all too much.The Financial..."
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"Four initial meetings at minimal cost to ascertain what our needs were and with no hard sell to engage the business..."
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"Matt was fantastic, very helpful and will be recommending him to others."
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"Wife and I needed a review of our plans for retirement including our SMSF. Brett was really good at explaining..."
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"Bryce was very professional and friendly to deal with. He assisted me in finding the best life insurance deal..."
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"A detailed financial plan was established. Regular reviews and modifications are also part of the service. The..."
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"I have become a personal client in the last 4 months. Planning Partners has made sorting out my superannuation,..."
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"We needed some financial planning in relation to long term investments and insurance needs. We received competent and..."
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"They knew what they were talking about. Easy to get straight forward answers, very down to earth. If you need to..."
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"I have been seeking reliable and affordable help with my tax and finances as a contractor for a long time and I met..."
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"Retirement and investment is what I had done. It was done professionally. Everything was fully explained.They made..."
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