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65 listings
- Award Winner 2020
- 2019
Future Assist Group of Companies
Featured review: I have nothing but praise for the team at Future Assist. All of their team are friendly and helpful, always ready to give advice and guidance. They helped set up our SMSF for us and offered a good cross section of investments without any sales pressure. The investments they recommended have all given good returns so far. Their fees are low in comparison to the percentage based fees the big super funds charged. Overall they have saved us tens of thousands and helped put the value of our super well ahead of where we would have been if we had stayed with our old super fund.
- Award Winner 2020
- 2019
Future Assist Group of Companies
Latest review: Supraya has always been friendly and easy to chat with regarding our ideas and has always given relevant and honest feedback. We have been provided with many options relevant to our situation which
- Review Summary
- Transparency 4.7 (68)
- Customer Service4.8 (45)
Greenline Financial Services
Latest review: They given us very wonderful service in every step of the journey. Tee and Alon provided their professional supports from beginning of getting a good home loan until the end of the purchase (dealing
- Review Summary
- Transparency 5.0 (28)
- Customer Service5.0 (25)
Superannuation Advice Australia
Latest review: After being cold called and actually answering, I felt like they were worth talking to. They are very open with who they are, easily searchable. Keen to see the
- Review Summary
- Transparency 4.8 (75)
- Customer Service4.8 (70)
ActOn Wealth
Latest review: My wife and I have engaged in the services of Blyth from ActOn Wealth since last year and we couldn’t be happier with his work in organising our finances. Right from our first meeting with Blyth, w
- Review Summary
- Transparency 5.0 (18)
- Customer Service5.0 (17)
MYOB
Latest review: Love how easy it is to create a report for completing forms for example the BAS, IAS, Superannuation. Year to date feature is good for budgeting and tracking money
- Review Summary
- Transparency 3.3 (282)
- Customer Service3.4 (214)
Sheffield Financial Advisors
Latest review: Every one I have spoken to and met with at Sheffield Financial have been very helpful and professional . They have always been willing to answer any of my questions and have given me a greater
Fat Prophets
Latest review: once they had my details I was subject to a series of phone calls pressuring me to subscribe again. I did not discount the idea of resubscibing but explained I had series health issues that were
- Review Summary
- Transparency 1.0 (4)
- Customer Service1.0 (2)
The Motley Fool
Latest review: Motley Fools approach seems to be to recommends as many stocks as possible with some expecting to do remarkably well but most failing. The recommendations are more akin to gambling, without any
- Review Summary
- Transparency 2.1 (39)
- Customer Service2.3 (24)
Yale Property Solution
Latest review: I have had a long history of Yale just not delivering the goods. I followed up with one representative only to find that he had left and commenced with another employer. All subsequent attempts to
New Vision Financial Services · includes 7 listings
Latest review: Chris offered help with financing my loan and was able to suggest the lenders who would be able to service. He pursued and obtained all approvals in time. Lovely person to work with. Very responsive
- Review Summary
- Transparency 5.0 (10)
- Customer Service5.0 (10)
WhiteStar Group · includes 7 listings
Latest review: Thanks to Jo and Eric for their work in assisting us to consolidate our debts into one Home Loan. There were some extra costs and the interest rate is a bit higher, but they have helped in reducing
- Review Summary
- Transparency 4.9 (27)
- Customer Service5.0 (22)
Private Capital Management · includes 2 listings
Latest review: My wife and I started working with Nathan four years ago when we purchased our first investment property. Nathan provided us with end to end advice from the best loan options available, suggestions
- Review Summary
- Transparency 5.0 (29)
- Customer Service5.0 (21)
My Online Adviser
Latest review: The adviser was respectful, kind and knowledgeable. Understanding of my situation. Her also provide other information to support my situation. I really appreciated the whole experience. Couldn’t f
- Review Summary
- Transparency 5.0 (3)
- Customer Service5.0 (3)
Lime Financial Services
Latest review: very impressed witht he proffesionalism of this service. Andrew was cery helpful and came when he said he would. it was an unusual mortgage process we had to look at but he came through with very
Adelaide Budgeting · includes 2 listings
Latest review: Andrew and Alyssa offer a user-friendly service that is practical and easy to understand. I was embarrassed about our financial situation and kept delaying getting help because of this, but I am so
Curo Financial Services
Latest review: Fantastic assistance with my complex TPD Insurance Claim. I couldn't have done it without you. If you are looking for Insurance advice or claims management, get in touch with these guys. Thank you to
Wealth Peak Financial Advice
Latest review: Andrew and the team have provided me with fantastic financial planning advice that will set me up for retirement. Taking a strong interest in my financial future, Andrew has provided me with
- Review Summary
- Transparency 5.0 (1)
- Customer Service5.0 (1)
Kyra Finance
Latest review: Great Service, We were recommended KYRA by a friend & definitely will recommend this. Every process was handled smoothly & efficiently. Thanks to Vikas for all the advice & guidance. All the
- Review Summary
- Transparency 5.0 (1)
- Customer Service5.0 (1)
Rate One
Latest review: A very big thank you to domenica, who guided us threw the process . It was flawless, I would not hesitate to use her again . Trust is a very big thing for us . So trust
- Review Summary
- Transparency 5.0 (1)
- Customer Service5.0 (1)
Wotherspoon Wealth
Latest review: We needed help with financial advice, and recommendations for a good accountant, due to sudden changes in circumstances. Wotherspoon Wealth was extremely helpful, impartial, and offered choices in
- Award Winner 2020
- 2019
Future Assist Group of Companies
Featured review: I have nothing but praise for the team at Future Assist. All of their team are friendly and helpful, always ready to give advice and guidance. They helped set up our SMSF for us and offered a good cross section of investments without any sales pressure. The investments they recommended have all given good returns so far. Their fees are low in comparison to the percentage based fees the big super funds charged. Overall they have saved us tens of thousands and helped put the value of our super well ahead of where we would have been if we had stayed with our old super fund.