Financial advisor in Varsity Lakes Queensland

“My sister and I went to see Nick seeking assistance with navigating through the notorious Aged Care system and my mothers finances. Nick was brilliant in helping us sort out the best options for my mother, his easy approachable nature with face to face discussions, appointment flexibility and knowledge of the system with fast turn around results, was a very productive experience . If your requiring financial advise I strongly recommend anybody to consult with Nick for a professional no nonsense experience that I am confident will result in the best possible outcome.”

“Martin is a pleasure to work with. His knowledge is top notch and he really takes the time to understand your needs. Very professional in his approach.”

“We have partnered with Keypoint for a number of years now. They changed our whole understanding of our accounts and are a continuous learning and sounding board. We always look forward to our Quarterly meetings with Chris, they are so positive and candid. The conversations are base on our future and where we want to head and and various ideas and paths to follow. We love the brainstorming - so very inspirational. And Karl is awesome! Definitely recommend Keypoint Accountants & Advisors.”

“Insight Financial Advisors have provided me with sound advice and guidance over many years. They are very professional organisation. Jason,Tim and the rest of the friendly staff are always on hand to help at a moments notice. If you want the best people to secure your financial future you cannot go past Insight Financial Advisors.”

“Dane has been taking care of all my tax work for a few years now & has always been very efficient & professional. I highly recommend him for businesses & sole traders.”

“Elizabeth has been my financial advisor for over 3 years now. She is extremely knowledgeable and always takes the time to explain everything in detail. She is very professional and committed to her job and clients. I know I am in the best hands with Elizabeth and highly recommend her to everyone.”

“Very happy with level of service received from Charles and the team at Advice First. Very friendly staff and always felt welcome. They listened carefully to our financial goals and help us come up with a strategy to reach them. Charles was very professional and not once did we feel any pressure. I would be happy to recommend them to anyone seeking financial advice.”

“Michael was an absolute professional at all times getting me approved quickly and without any issues. He kept me up to date with my loan progress and got me an excellent product which is saving me $$$$. I cannot recommend his services highly enough.”

“Brendan and the team at Prestige Wealth Management made it possible for my wife and I to have a retirement. My financial management skills should never have progressed beyond a Monopoly game board. Thanks to Brendan's expert assistance, we have retired and look forward to a sound financial future. Thanks to Brendan, Lisa, Amanda and Georgia.”

“Adam's knowledge and advice is fantastic. Very professional and caring. Great team”

“My business was a little disorganised and my booking less than satisfactory. I had a meeting with Bon March, he managed to save some money and streamlined my book keeping. I highly recommend them for your ongoing accounting needs. Thanks.”

“I am very content with my experiences dealing with Paul at Nitro Accounting. The process is always easy and stress free. I am more than happy to recommend Nitro Accounting.”

“Ryan was very helpful is walking me through the process of setting up life insurance. Having never dealt with anything like this before he was able to break everything down into simple terms and guide me through it all. It's a great feeling to know that everything is correctly structured now.”

“Really great financial planner. Very professional, very knowledgeable and came highly recommended. We've only been with Mike for a few months now but already seeing the benefits of his services.”

“I have known Jason Skinner and his team for over 8 years. Skinner Hamilton are fantastic accountants and business advisers. We have a number of very happy mutual clients and its been a pleasure working with them to date. Jason and his team are by far the best accountants on the Gold Coast. Very highly recommended.”

“The Advisory Firm is a team of hard working employees who have helped me set up my retirement! I am so thankful for their hard work and dedication to getting the job done; without them I wouldn’t have my future sorted - thank you.”

“These guys are so efficient in what they do and they are a bottomless well of knowledge when it comes to finance. Couldn't speak higher of the team there.”

“Mark Candy is my advisor. He is very knowledgeable and takes the time to explain everything to me, even when I ask the same question multiple times. He's very patient. I have received excellent advice with regards to my super and also financial advice. Highly recommend Mark.”