Statewide Advice - Financial Planners
1341 Dandenong Road, Chadstone Victoria 3148
About Statewide Advice - Financial Planners
Welcome to Statewide Advice - Financial Planners, located at Chadstone, Dandenong Road, 1341, Australia. As an establishment specializing in finance, we are dedicated to providing top-notch financial planning services to our valued clients.
With over 10 years of professional experience, our trusted advisor Graham has been instrumental in helping our clients establish and manage their financial assets. Graham and his colleagues prioritize understanding our clients' goals and needs, ensuring that they are well-informed about the implications of their financial decisions. The trust our clients place in Graham and the staff at Statewide Advice has been rewarded with the success they have hoped for.
For many years, Graham Jay has been the go-to expert in securing our clients' financial futures. His expertise, knowledge, and guidance have resulted in highly successful and detailed plans, delivered in a friendly and professional manner. Graham's integrity and wealth of knowledge have been invaluable to our clients, providing tailored solutions and regular portfolio reviews. As our clients transition into retirement, they can rest assured knowing that Graham has contributed to their secure frame of mind. We highly recommend Graham as an excellent financial advisor.
Our long-standing collaboration with Graham Jay at Statewide Advice spans over 20 years. Graham's passion for teaching his clients how to be financially self-sufficient has been instrumental in building their personal wealth. Throughout this journey, Graham has provided advice, guidance, and mentorship, empowering our clients to make sound financial decisions based on facts. As they near retirement, our clients continue to rely on Graham and his business partner Paul Wratten for ongoing financial advice, especially for their property portfolio and Self-Managed Superannuation Fund (SMSF). Graham and Paul simplify the investing process, making it easier for our clients to make informed decisions.
We take pride in the advice and service that Graham has provided to our clients over the past six years. Unlike their previous financial advisor, Graham took the time to understand their unique situation, listened to their aspirations, and devised a plan tailored to their needs. Our clients have appreciated Graham's accessibility, pleasant demeanor, and excellent communication skills, ensuring that they feel supported throughout their financial journey.
At Statewide Advice, we strive to exceed our clients' expectations. Our clients have experienced a remarkable difference since switching to Graham as their financial advisor. He not only considers their financial situation but also their plans for the future, creating short-term and long-term strategies that adapt to their changing lifestyle. Our clients have found excitement in working with Graham, implementing strategies in a timely manner, and achieving their financial goals. We are proud of our association with Graham and wholeheartedly recommend his services.
Visit us at Waterman Business Centres Suite 135, Level 2 UL40 1341 Dandenong Road, Chadstone, VIC 3148, to experience our exceptional financial planning services. Trust Statewide Advice - Financial Planners to guide you towards a secure and prosperous financial future.
Waterman Business Centres Suite 135, Level 2 UL40, 1341 Dandenong Rd, Chadstone VIC 3148, Australia
Opening hours of Statewide Advice - Financial Planners
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Statewide Advice - Financial Planners
"Paul and the gang were very professional and thorough in their assessments and explanations about their services and my results. Highly recommend them and will continue to use their services myself."
"Thank you Paul. I appreciate the detailed information you guided me with yesterday in gaining understanding towards our financial future. I would recommend Paul highly, he has a comprehensive knowledge in many areas of finance, for us it was transitioning into retirement. Kind regards Robyn M."
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