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Word of Mouth financial planners in Wonga Park receive an average rating of 4.8 based off 84 reviews.
"We moved to Victoria in 2014, from Tasmania, and due to my wife’s failing health, sought to simplify our financial..."
"I have referred many clients to Darryl Simms over the last 12 years and Darryl has always treated those clients..."
"Always treated as a valued client and accounting, impressive. We are so far ahead in our retirement planning than if..."
"Mari looks after our self managed super fund, Insurance, financial planning etc. She is very efficient and helpful...."
"I couldn't recommend Phalanx Financial Services enough. Stuart has not only helped with financial research, but has..."
"Wife and I needed a review of our plans for retirement including our SMSF. Brett was really good at explaining..."
"Frank handles our personal taxes and also our family business....highly recommend Frank and his staff. I also..."
"The team at Oakwood wealth management were amazing they helped me with my insurance and superannuation needs. Esteban..."
"I ran my own successful super fund whilst working full time. After I retired, I found it all too much.The Financial..."
"I met Qasim, approx’ 15 years ago. At the time, he was an investment adviser, with The Commonwealth Bank of..."
"Four initial meetings at minimal cost to ascertain what our needs were and with no hard sell to engage the business..."
"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..."
"Thanks so much to Justin and the team at Devon Partners. The process in changing and setting up new income protection..."
"I have had my superannuation fund looked after for many years by BGN Financial Management. I am always offered great..."
"Ramon is amazing. They never say NO. There is always a solution available to every problem and not only they provide..."
"I use LDB for selling our investment properties and other business issues, fantastic professional service, they have..."
"I went to Kismet because I thought I was paying too much to my existing financial planner without ever hearing from..."
"We needed some financial planning in relation to long term investments and insurance needs. We received competent and..."
"A detailed financial plan was established. Regular reviews and modifications are also part of the service. The..."
"I have become a personal client in the last 4 months. Planning Partners has made sorting out my superannuation,..."
"Retirement and investment is what I had done. It was done professionally. Everything was fully explained.They made..."
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