JD Finance & Wealth Group
Kellyville, New South Wales, Australia
About JD Finance & Wealth Group
Welcome to JD Finance & Wealth Group, a leading establishment in the finance industry located in the picturesque region of New South Wales, specifically in The Hills Shire area of Kellyville. As a prominent point of interest, we pride ourselves on offering a comprehensive range of financial services to cater to the diverse needs of our valued clients.
At JD Finance & Wealth Group, we understand the importance of financial stability and the role it plays in shaping your future. With our team of highly skilled and experienced professionals, we strive to provide personalized solutions that align with your unique goals and aspirations. Whether you are an individual seeking guidance on investments, a business owner looking to expand, or someone planning for retirement, we have the expertise to guide you towards financial success.
Our institution is committed to staying ahead of the curve in the ever-evolving financial landscape. We continuously adapt to market trends and leverage the latest technological advancements to ensure our clients receive cutting-edge advice and strategies. With our finger on the pulse of the industry, we are well-equipped to navigate the complexities of the financial world and help you make informed decisions.
Transparency and integrity are at the core of our values. We believe in building long-term relationships based on trust and open communication. Our team takes the time to understand your unique circumstances, risk tolerance, and financial objectives, enabling us to provide tailor-made solutions that best suit your needs. We are dedicated to providing exceptional customer service and strive to exceed your expectations at every interaction.
Located in the serene surroundings of Kellyville, our office offers a welcoming and professional environment where you can discuss your financial matters in confidence. Our commitment to excellence extends beyond our services, as we also regularly organize educational seminars and workshops to empower our clients with the knowledge they need to make informed financial decisions.
Whether you are a seasoned investor or taking your first steps towards financial security, JD Finance & Wealth Group is here to guide you every step of the way. Contact us today to schedule a consultation and experience the difference of working with a trusted financial institution committed to your success.
Photos of JD Finance & Wealth Group
PO Box 575, Kellyville NSW 2155, Australia
Opening hours of JD Finance & Wealth Group
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of JD Finance & Wealth Group
"I highly recommend Eddie and his team for all your finance, mortgage & insurance needs! We have worked with Eddie for almost 10 years now and Eddie has continually helped us with finding us the best home loan, assisted us with all of our life insurances, & kept us up to date providing us with the best options for all of the above! Personable & helpful! You can’t go wrong!"
"Highly recommended - As a first home buyer, I had little experience with the loan application process, however, Eddie has been extremely professional and helpful by answering any and all questions I had throughout the process. He took the time to get to know us and our loan needs before making any proposals, which greatly helped us find a suitable home loan. He also assisted us by recommending legal services to assist us with the conveyancing aspect. We're extremely happy with the service he and the recommended solicitor have provided."
"Me and my wife having been doing business with Eddie for 10+ years. Eddie is very professional and prompt in his responses. Eddie proposes financial structures which are appropriate to the needs and has a long term vision. Eddie is very helpful and willing to answer any number of queries you have during the loan process and thereafter. I have nothing but words of praise for Eddie. Last but not least, Eddie is no longer a broker/adviser for us, he is our family. Thanks for all your help Eddie over the years."
"Highly recommend Eddie to who is looking for a professional mortgage broker, been working with Eddie since 2013 and the experiences was always wonderful, from our first home loan, investment loan, and personal insurance etc., all our financials had been well looked after for so many years, he kept us updated and provided excellent advice and service, the most important thing is, most of time the outcome from Eddie exceed our expectation! We're so grateful for your help Eddie!"
"From our first home loan, consulting and now all our personal insurance (life, TPD, Income Protection), we have received utmost service from Eddie. We couldn’t have been happier. His service, attention, expertise and consistency has exceeded our expectations for the last 10 years. As our family circumstances have changed and grown, Eddie has continued to tailor packages to meet our changing needs by providing best competitive rates. He seems to keep everything seamless for us. With the amount of care, attitude, professionalism and knowledge for our financial and family wellbeing, why would be deal with anyone else other than Eddie!"
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