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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.
Quill Group
Latest review: I truly recommend Quill Group to anyone. You get everything you need in one place. The team are friendly and service is always on time. Also, they do awesome coffee for clients :)
Orbit Financial Services
Latest review: We followed Alison from her former employ into her new business - she really cares about her clients, provides exceptional service and delivers helpful advice in a manner easy to understand and enact
Accounts and Advice
Latest review: I needed to adjust the transfer limit on my account for one transaction and this was done for me straight away and the person I dealt with was friendly and very
- Review Summary
- Transparency 4.0 (1)
- Customer Service5.0 (1)
Ample Finance
Latest review: Awesome services! The staff there are very patient, and fully understand my situation and solve my tax issues in a professional manner. I really like to recommend them to my
Inovayt Finance · includes 2 listings
Latest review: We found the interactions and support provided by Lambros Tsoumaris was outstanding. There are always a few issues that come up when purchasing a new home and Lambros would pivot to take a new route
- Review Summary
- Transparency 4.7 (20)
- Customer Service4.8 (22)
Resolve Finance · includes 7 listings
Latest review: I have recently been in contact with resolve finance for my home mortgage. Scott Whitcher was my mortgage broker and he was professional, knowledgeable and helpful. He always answered the emails
- Review Summary
- Transparency 4.9 (55)
- Customer Service4.9 (57)
- Award Winner 2019
Anne Street Partners · includes 3 listings
Latest review: Travis Stanley is always encouraging, attentive and personable whenever we meet with him. He has an incredible attention for detail and is highly professional but approachable in the way he works
- Review Summary
- Transparency 4.5 (2)
- Customer Service5.0 (1)
MyBudget · includes 2 listings
Latest review: I can’t recommend this service highly enough! Having just been stood down MyBudget has proved to be the smartest & best thing I have done in the last 6 months and will be how I get though this time w
- Review Summary
- Transparency 4.5 (120)
- Customer Service5.0 (4)
Ellerfield Financial Planning
Latest review: Almost two and half years ago now [name removed](my husband) and I sat down and decided it was time to take serious action toward our retirement goals most importantly take care of our finances.
Australian Property Planners Association
Latest review: I didn’t know I could use my Superannuation to purchase property. A couple of my work colleagues told me about it and I decided that it was something that might work for me. I wanted a comfortable r
QSA Financial Services
Latest review: QSA really helped me sort out my life insurance and income protection which has given me real peace of mind. Hailey was so professional and thorough, I had no doubt that our finances were in good
StocksInValue
Latest review: I have been using SIV/Clime Direct for the last 7 years to manage my clients SMSF portfolios and I have been able to identify good quality companies that generate consistent dividend income and
- Review Summary
- Transparency 5.0 (1)
Source Accounting Australia
Latest review: Rude, does not return calls. Avoid at all costs as she does not deserve to be in business as a professional. I had to beg her to return emails - definitely not using
- Review Summary
- Transparency 1.0 (1)
- Customer Service1.0 (1)
WIT Group
Latest review: Witgroup has been our guide into the property investment market since 2016 when we first made enquiry into property investment through superannuation. The team have mentored and engineered the
- Review Summary
- Transparency 3.0 (2)
- Customer Service1.0 (1)
Brisbane Angels
Latest review: Found some parties within the group to be disorganised with regard to communication about pitch locations and times, and given no feedback from some of the pitches I did. At times attempts were made
Intelligent Investor
Latest review: I had taken the Intelligent Investor subscription for a number of years. At one time 3 of the stocks they recommended and I bought kept going down, Namely Trade me, IOOF and Santos. I could accept
- Review Summary
- Transparency 5.0 (1)
- Customer Service5.0 (1)
Tasmanian Perpetual Trustees
Latest review: After more than 15 years, I have just closed my TPT accounts. I get a better return from my banks on-demand savings account, and with much more flexible and convenient conditions. And having to go to
- Review Summary
- Customer Service1.0 (1)
Income Tax Professionals · includes 5 listings
Latest review: Sara from ITP is an amazing tax agent working for ITP Ryde. We have filed our last two years tax lodgements with her and have been impressed with her attention to detail, professionalism, sense of
- Review Summary
- Transparency 2.8 (11)
Hillross
Latest review: When we first went to Hillross they were all over us. Told us how much better they were in comparison to others, but after 12 Months and a Profit, I might add, I needed some help and advice and they
Odyssey Financial
Latest review: I was told investment would increase in value. Rubbish. Was sold at $530k would be lucky to get $400k if I sold it today. Rent was supposed to be $450 per week, has been falling and now at $350.
- 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.