Salt Financial Group Pty Ltd 695 Burke Road, Camberwell, Victoria 3124
About the Business
Welcome to Salt Financial Group Pty Ltd, a diversified financial services firm located in Camberwell, Melbourne, VIC. At Salt Financial Group, we believe that everyone should have a financial plan, not just a retirement plan. Our team of industry experts specializes in accounting, wealth management, financial planning, insurance, and retirement planning, ensuring that all aspects of your financial journey are taken care of.
Many individuals believe that they can only afford to visit a Financial Adviser once they have accumulated wealth. However, we believe that you can't afford not to seek professional advice, as changing your financial outcome requires a different approach. Our clients are pleasantly surprised by how easy it is to start working with Salt Financial Group and how quickly they see the positive results of following our advice.
Our mission is to collaborate as professional teams to provide our clients with a personalized financial road map that takes into account their objectives, financial situation, needs, interests, and likely future circumstances. By empowering our clients to make informed decisions at every stage of their lives, we aim to ensure their financial success and peace of mind.
Please note that all the information published on our website is for informational purposes only and should not be considered as advice. The material provided is of a general nature and does not take into account your specific objectives, financial situation, or needs. We strongly recommend that you consider, with or without the assistance of a Financial Adviser or Accountant, whether the information is appropriate for your particular circumstances.
Visit us at Suite 1, Level 1, 695 Burke Rd, Camberwell, VIC, 3124, and let Salt Financial Group guide you towards a secure and prosperous financial future.
Photos
Location & Phone number
695 Burke Road, Camberwell, Victoria 3124, Australia
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We recently moved across to Salt Financial Group for our business accounting from a larger accounting firm. We have found Salt Financial Group and Matthew amazing to deal with offering us great advice and service compared to our last accountant. within less than 12 months they have helped us transform our business into a much more efficient and profitable business. I would highly recommend Matthew and the team!"
"Cate and Paul Callery had their annual review with Salt advisers, Steven Landers and Serena Swedosh at 11.00am Friday the 25th of November. Steve and Serena came with a wonderful yet uncomplicated summary of the past 12 months of our financial transactions and provided straight forward directions for the ensuing 12 months and beyond. At no stage did they try to 'sugar coat' the difficult times that we live in. In fact their honesty was very reassuring. Their communication skills were professional Their approach allowed for our input. They suggested and explained some modifications to our financial planning. We were given plenty of opportunities to request points of clarification. Serena and Steven worked as a focussed team. They have the ability to complement one another as they bounced ideas off each other. In summary, we felt reassured that our future financial directions are extremely well catered for. Furthermore, the Salt Financial Group have a wonderful dynamic couple in Steven and Serena as they expand into the years to come. Your Sincerely (Drs) Cate and Paul Callery Dr Cate Callery TPTC Trained Primary Teachers Certificate, Christ College Bachelor of Education, Deakin University Diploma in Special Education ACU Master of Education ACU Doctorate (PhD) Literacy Skills ACU Dr Paul Callery Diploma Physical Education, Melbourne University Trained Secondary Teachers Certificate Melbourne State College Bachelor Economics and Politics Monash University Bachelor Arts (Psychology) Monash University Doctorate (PhD) Psychology Victoria University"
"I highly recommend the team at Salt Financial Group. In particular,I have received excellent and comprehensive financial advice from Steve and Serena. The customer service that I have received from Jess and other staff members has been of an exceptional standard as well."
"Steve was informative and extremely helpful in putting together an investment strategy to grow my savings and prepare me for the future. Being in my late 20s with no finance background I was a bit out of my depth but he made sure to explain things in a way I could understand so I felt confident with the approach. Salt take the time to understand who you are, where you’re coming from and where you might be going to make sure the approach is custom to you. Serena was fantastic at pulling together all the details, helping me with any questions and now I can monitor the progress of my portfolio from an app on my phone. Thank you!"
"My husband Philip & I recently engaged the services of Salt Financial Group. Having come from a finance background myself I had high expectations of what I wanted in a Financial Planner. We met with Steve Landers on several occasions. We always found him to be extremely knowledgeable as well as up to date within the complex area of superannuation & financial planning. Steve was always professional, patient and articulate, yet he was able to explain everything in a format that was easy to understand. He was also transparent about fees & commissions or lack thereof. Our strategies were then implemented in a timely and efficient manner with the help of Steve's competent assistant Serena. We highly recommend Salt Financial Group for any financial advice."
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