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Find the Best Financial Planner in Point Cook

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Average rating of financial planners near Point Cook


based on 168 reviews of 20 businesses
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Best Point Cook Financial Planners Near You

Word of Mouth financial planners in Point Cook receive an average rating of 5.0 based off 168 reviews.

Fortune Wealth Creation Group
5.0 (109)
star icon Happy Customers Program
award badge icon 2025 Award
check icon ABN: 16 576 045 658
Licence image Financial Advisor No. 000410155
star icon Happy Customers Program
award badge icon 2025 Award
check icon ABN: 16 576 045 658
Licence image Financial Advisor No. 000410155
·    03 8648 ... Click to show ·     (Wednesday:  9.00 am - 5.00 pm)  
Service Rating
5.0 (109)
Quality Rating
5.0 (109)
Value Rating
5.0 (109)
shield icon Integrity Always. Clear, honest financial guidance
shield icon Word of Mouth Service Award winner (2012-2024)
shield icon Fixed cost pricing (no hourly rates)

“Working with Rashesh has been a very reassuring experience. He is knowledgeable, professional, and most importantly, genuinely cares about his”…

Wealthlabplus
5.0 (13)
star icon Happy Customers Program
check icon ABN: 29 678 976 424
Licence image Financial Services No. 485478
star icon Happy Customers Program
check icon ABN: 29 678 976 424
Licence image Financial Services No. 485478
 Melbourne VIC ·    03 4323 ... Click to show ·     (Wednesday:  9:00am to 5:00pm)  
Service Rating
5.0 (13)
Quality Rating
5.0 (13)
Value Rating
5.0 (13)
shield icon 12+ years of experience
shield icon Clear, transparent pricing structure
shield icon Tailored advice

“I've been working with Wealthlab for over a year now and they have been amazing. They're affordable, friendly, and understanding of just how much”…

John Hicks Independent Financial Advice
5.0 (4)
star icon Happy Customers Program
check icon ABN: 29 659 945 463
Licence image Financial Advisor No. 001298797
star icon Happy Customers Program
check icon ABN: 29 659 945 463
Licence image Financial Advisor No. 001298797
 Yarraville VIC ·    03 9028 ... Click to show ·     (Wednesday:  9:30am to 5:00pm)  
Service Rating
5.0 (4)
Quality Rating
5.0 (4)
Value Rating
5.0 (4)
shield icon We don't charge asset based fees
shield icon We align with your incentives
shield icon Complimentary 15-min calls

“John is great at listening to me and everything he has done in making me a financial roadmap then helping me do it all was really attuned to my needs”…

Retire Invest

star icon Happy Customers Program
check icon ABN: 23 001 774 125
Licence image Financial Services No. 238429
star icon Happy Customers Program
check icon ABN: 23 001 774 125
Licence image Financial Services No. 238429
 Moonee Ponds VIC ·    0418 103... Click to show ·     (Wednesday:  9:00am to 5:00pm)  
shield icon Established in 1979

TNW Solutions
 Point Cook VIC ·    1300 233... Click to show

Werribee Support And Housing
5.0 (1)
 Werribee VIC ·    03 9742 ... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“a great place for support for those in need of financial help, provide food vouchers, and help with medications, and food parcels. great staff,”…
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Vertex Consulting And Compliance Group
 Melbourne VIC ·    0481 584... Click to show ·     (Wednesday:  9:00 am - 5:00 pm)  
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Moonhaven Financial Consultants
5.0 (11)
 Ascot Vale VIC ·    03 9370 ... Click to show ·     (Wednesday:  8am to 6pm)  
Service Rating
5.0 (11)
Quality Rating
5.0 (11)
Value Rating
5.0 (11)

“Shane was friendly, professional, efficient and researched the best Mortgage loan for an investment property. Nothing was too difficult and Shane's”…

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Superior Mortgage Solutions
5.0 (6)
 Melbourne VIC ·    03 9866 ... Click to show
Service Rating
5.0 (6)
Quality Rating
5.0 (6)
Value Rating
5.0 (6)

“I used to always deal with my own Bank, until a friend of mine put me on to Superior Mortgage Solutions. These mortgage brokers are fantastic! They”…

Envision Wealth
5.0 (6)
 Melbourne VIC ·    0417 055... Click to show ·     (Wednesday:  8am - 8pm)  
Service Rating
4.8 (6)
Quality Rating
5.0 (6)
Value Rating
5.0 (6)

“Brent really helped myself and my wife out with planning our families future. Explained everything in detail and made sure we were happy with”…

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Create Build Protect Financial Services
5.0 (3)
 South Yarra VIC ·    0418 473... Click to show
Service Rating
5.0 (3)
Quality Rating
5.0 (3)
Value Rating
5.0 (3)

“Matt was fantastic, very helpful and will be recommending him to others.”…

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MG Partners
5.0 (2)
 Elsternwick VIC ·    03 9523 ... Click to show ·     (Wednesday:  9 am to 5.30 pm)  
Service Rating
5.0 (2)
Quality Rating
5.0 (2)
Value Rating
5.0 (2)

“I have used Mike and his Team at MG Partners for over 10 years - my partner for over 5 years. They assist us with both our personal and business tax.”…

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Meritum Financial Group Pty Ltd
4.5 (2)
 South Melbourne VIC ·    03 9284 ... Click to show
Service Rating
4.5 (2)
Quality Rating
4.5 (2)
Value Rating
4.5 (2)

“I found this company up to date with all superannuation products and was happy with the advice that I was given”…

Golden Age Financial Services
5.0 (2)
 St Kilda VIC ·    1300 693... Click to show
Service Rating
5.0 (2)
Quality Rating
5.0 (2)
Value Rating
5.0 (2)

“Yes i had a similar experience - although they now go by the name AJ Financial Planning! My plan was innovative and the regular market updates they”…

Maxmargin Accountants
 Williams Landing VIC ·    1300 886... Click to show
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Wattle Financial Planning
5.0 (1)
check icon ABN: 46 609 920 274
 Brunswick VIC ·    0423 192... Click to show ·     (Wednesday:  8:00am - 10:00p...)  
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs,”…

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Yellow Brick Road Richmond
5.0 (1)
 Richmond VIC ·    03 9079 ... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“Bryce was very professional and friendly to deal with. He assisted me in finding the best life insurance deal suitable to my circumstances and I felt”…

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Continuous Wealth Advisers
5.0 (1)
 East Melbourne VIC ·    03 9639 ... Click to show ·     (Wednesday:  9am - 5:30pm)  
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“Scott at Continuous Wealth has been our financial adviser for over 10 years. He's helped us grow our investment portfolio and setup our own self”…

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K Partners
5.0 (1)
 Melbourne VIC ·    03 9863 ... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“I've been a client of K Partners Accountants & Financial Consultants for about 18 months. The services they offer include: Accounting & Tax”…

Equity Financial Services
5.0 (1)
 Melbourne VIC ·    03 9820 ... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“Run Meretz from Equity Financial Services was the adviser who assisted my wife I. We had a number of small super funds in different places and Run”…

JMM Financial Planners
5.0 (1)
 North Melbourne VIC ·    03 9329 ... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“Exceptional service , great strategies and piece of mind. We were unsure of our position they clarified and gave us a clear understanding of where ”…

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Unme Group
5.0 (1)
 South Melbourne VIC ·    03 9029 ... Click to show ·     (Wednesday:  8am-7pm)  
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“I have never seen a Financial Adviser, but saw the unme team as I was interested in how they build healthy living into budgets and wealth plans.”…

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Pekada
5.0 (1)
 Docklands VIC ·    1300 735... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“Had my investments and insurances taken care of by Pekada. Made what I thought was difficult very simple and easy to understand. No hard sell, and”…

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Accurate Financial Consultants
5.0 (1)
 Port Melbourne VIC ·    03 9646 ... Click to show
Service Rating
5.0 (1)
Quality Rating
5.0 (1)
Value Rating
5.0 (1)

“I have been dealing with Accurate Financial Consultants for many years now & they have never let me down or led me in the wrong direction. They are”…

Insights for Financial Planners Servicing Point Cook

Out of all the financial planners servicing Point Cook, 8 are members of the Happy Customers Program. These businesses typically encourage their clients to leave reviews on Word of Mouth and are serious about customer satisfaction.

In total, 193 jobs have recently been posted for financial planners on Word of Mouth. The average quote response time is 105.27 hours. The average fixed quote price received for financial planners is $3135.0, and the average hourly rate is $257.00.

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.

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193+
Jobs posted for Financial Planners
1.61
Average quotes per job
$3135.0
Average quote price
Based on the most recent job posts for Financial Planners.

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