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Best Financial Planning Services

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64 listings

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 717 reviews

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.



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Perpetual Limited

Perpetual Limited

1.6 from 7 reviews

Latest review: I was effectively headhunted by Perpetual for a role in their back office functions. Approached out of the blue with a role that I was quite interested in after discussion with their talent

  • Transparency
    1.0 (2)
  • Customer Service
    1.0 (2)
Commonwealth Bank Financial Planning

Commonwealth Bank Financial Planning

1.3 from 3 reviews

Latest review: I was referred to a financial adviser when calling CBA, inquiring about starting a new account. I agreed to meet their chosen adviser and sat through two hours of questions whereby I provided

Empire Financial Group

Empire Financial Group

1.0 from 1 review

Latest review: Be Aware" if you have life insurance through your superannuation with Colonial, commencing prior to 2013, then you are paying nearly a quarter of you life insurance premium as a commission to the

Hall Chadwick

Hall Chadwick

1.0 from 4 reviews

Latest review: Wouldn’t even give 1 star. Absolutely disgusting and inhumane service I’ve ever received! The services are terrible and the accountants charge you the highest possible fee for a tax return they NEVER



  • Transparency
    1.0 (1)
  • Customer Service
    1.0 (1)
Centuria

Centuria

1.0 from 4 reviews

Latest review: Estate Solicitors wrote to company seeking details of investments for probate purposes, 4 weeks later no reply Sent Fax to CEO who claimed never received letter but communications crossed and the

  • Transparency
    1.0 (1)
Logic Financial Advisers

Logic Financial Advisers

1.0 from 1 review

Latest review: [name removed] managed to charge my wife $3500 to lose $6000 so a total of $9500 excluding a sham of $6000 in insurance fees totalling almost $17000 in 2 years! Then he charged me $5521 to lose $8200

Logic Wealth Group

Logic Wealth Group

1.0 from 1 review

Latest review: Despite receiving massive upfront and ongoing commissions, refuse to actually manage your loan. Because of their neglect and laziness, unable to prepay my interest in advance, costing me thousands.

Movo

Movo

1.0 from 2 reviews

Latest review: I got on here and read the reviews but didn't take the advice - I signed up to Movo parted ways with my $200 for the basic package, completed all the paperwork waited 2 weeks and nothing! waited



Axis Accounting

Axis Accounting

1.0 from 1 review

Latest review: I had the WORST experience. Service was unprofessional, rude and they had no idea what they were doing. They are unprofessional and didn't give an accurate refund estimate (telling us we would get a

Invest Blue

Invest Blue

No reviews
Chifley Financial Services

Chifley Financial Services · includes 3 listings

No reviews
ATB Partners

ATB Partners

No reviews
Nexia Edwards Marshall

Nexia Edwards Marshall · includes 2 listings

No reviews
Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 717 reviews

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.

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