Fortune Wealth Creation Group
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"Rashesh is professional, approachable, and genuinely cares about his clients. He took the time to understand my..."
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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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"Rashesh is professional, approachable, and genuinely cares about his clients. He took the time to understand my..."
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"I've been working with Wealthlab for over a year now and they have been amazing. They're affordable, friendly, and..."
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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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"“ I have worked with Mari for 4 years and in that time I have found her service and her professionalism to be of..."
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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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"Paul is very helpful with answering my queries. Always makes contact with me once I have contacted the office. Very..."
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"Paul is very helpful and easy to talk to and that makes a big difference."
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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, 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.
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.