Fortune Wealth Creation Group
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"Working with Rashesh has been a very reassuring experience. He is knowledgeable, professional, and most importantly,..."
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Word of Mouth financial planners in Mount Waverley receive an average rating of 5.0 based off 160 reviews.
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"Working with Rashesh has been a very reassuring experience. He is knowledgeable, professional, and most importantly,..."
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"My business partner and I met with Scott from the Wealthlab Team to discuss financial services for our small..."
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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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"Mari has helped both my husband and I to set up our SMSF. Our experiences have been very positive. We are in the..."
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"The team at Oakwood wealth management were amazing they helped me with my insurance and superannuation needs. Esteban..."
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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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"Being my first time, I found a very professional and very welcoming. All the staff were wonderful and welcoming. Paul..."
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"Paul has been my financial planner for many years. He's someone I trust as an adviser and as a person and I have..."
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"My finances and super were in a real mess. I called up and spoke to the lovely receptionist who was able to get me an..."
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"I use LDB for selling our investment properties and other business issues, fantastic professional service, they have..."
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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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"Ramon is amazing. They never say NO. There is always a solution available to every problem and not only they provide..."
Showing 20 of 25 businesses
In total, 215 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 100.1 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.
Trade licences shown on the listing when the business has supplied them, with the licence number.
Where enough customers have reported it, the listing shows the typical price range for the job they reviewed.
Australians have been reviewing local businesses here since 2007. How we handle reviews, disputes and removals is set out in our Fair Play Policy.