Discover Financial Partners
About the Business
Welcome to Discover Financial Partners, a leading establishment in the finance industry located in Bundoora, Australia. Situated at 9 Ormond Boulevard, our institution is a point of interest for individuals and businesses seeking expert financial guidance and support.
At Discover Financial Partners, we take pride in our team of professionals who possess vast knowledge and experience in the financial markets. Our dedicated experts are committed to providing exceptional financial advice and solutions that help our clients achieve their unique financial goals.
What sets us apart is our easy and streamlined process, designed to make financial planning and management hassle-free for our clients. We understand that navigating the complexities of the financial world can be daunting, which is why we strive to simplify the process and ensure our clients have a clear understanding of their financial options.
Discover Financial Partners is proud to be a Corporate Authorised Representative of The Advice Exchange, a trusted and reputable authority in the finance industry. As an authorized representative, we uphold the highest standards of professionalism and adhere to strict regulatory guidelines to safeguard our clients' interests.
With our ABN 55 107 629 194 and AFSL No. 278937, our clients can have peace of mind knowing that they are working with a reputable and compliant institution. We prioritize transparency and integrity in all our dealings, ensuring our clients receive the best possible financial advice and solutions tailored to their individual needs.
Whether you are an individual looking to secure your future, a business seeking strategic financial planning, or an investor wanting to maximize your returns, Discover Financial Partners is here to guide you every step of the way. Trust us to be your partner in achieving financial success.
Take the first step towards a brighter financial future by contacting Discover Financial Partners today. Our team of experts is ready to assist you in making informed financial decisions and charting a course towards financial prosperity.
Photos
Location & Phone number
9 Ormond Boulevard, Bundoora, Victoria 3083, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"One of the first things that I noticed when dealing with Lachlan, and the team at Discover Financial Partners, was their approach. Significant time was spend discussing our specific needs, wants and goals in a financial plan. This highlighted, to me, the personalised manner of their services and how they are tailored to meet their clients needs and not some "template" they push all clients through. Every dealing we have had has been professional, informative, and left me with great confidence that our financial needs are in great hands. Thank you Lachlan!"
"Our daughter recommended Lachlan from Discover. We are hurtling towards retirement and needed support and a plan. Lachlan helped us to really see where we are at now and what we needed to do with our current income and investments to maximise where we would like to be in the future. Prior to meeting with Lachlan it was all overwhelming but now we have a plan and it feels good - we are on track and we have a timeline for a secure retirement and we can also live in the moment with joy and confidence. Thank you Lachlan for your patience, understanding and guiding us through the process. We will be working with with into the future to ensure that we are across the ever-changing rules and regulations that come with investments, super and retirement. Roger and Sharyn"
"The team at Discover Financial Partners has provided a life changing service for me. Financial health and wealth planning seemed so daunting initially, but Lachlan and the team have been considerate, patient and incredibly insightful throughout the whole process. I honestly feel so peaceful about my finances now, knowing I'm doing the most with what I have and that I'm finally on track to hit some impressive goals! Highly Recommend Discover Financial Partners."
"Lachlan and his team continue to provide me with excellent service. Very attentive to the needs of my individual portfolio and always ready to provide me with advice based off the research they do into where I want to invest. Would absolutely recommend for anyone who is looking to find a financial planner! Thanks Lachlan and Team!!!"
"I would highly recommend Discover Financial Partners to anyone who is looking for a financial planner to assist them with achieving their financial goals. After recently approaching Discover for some financial advice, I was very impressed with the holistic approach that the Discover team took to helping my wife and I reach our financial objectives. If you are looking for some financial advice, then these are your guys!"
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