Canopy Financial Group
About the Business
Welcome to Canopy Financial Group, located at 175 Maroondah Highway in Ringwood, Australia. As a comprehensive financial institution, we specialize in accounting, establishment, finance, insurance agency, and act as a point of interest for all your financial needs.
At Canopy Financial Group, we understand the importance of securing your financial future. That's why we take a relational approach to building wealth, ensuring that our services are tailored to meet your specific needs. Whether you are a business owner or an individual seeking financial guidance, we have the expertise to assist you.
Our value proposition includes a wide range of offerings, both business-to-business and business-to-client. We are well-versed in areas such as Superannuation, Investments, Retirement Planning, Intergenerational Wealth, Personal Insurance, Estate Planning, and Tax Financial Advice. With our comprehensive services, we can help you navigate the complex world of finance and make informed decisions that align with your goals.
Mari Nguyen, our authorized representative (317240), is backed by Australian Investment & Insurance Group P/L (AFSL 226 405). As a corporate authorized representative (413742) of the same group, Canopy Financial Group Pty Ltd ensures that you receive top-notch service and expertise.
Please note that all strategies and information provided on this website are general advice only. We understand that everyone's circumstances are unique, which is why we encourage you to arrange an appointment with us. By seeking personal financial, legal, credit, and/or taxation advice, you can ensure that you are making the best decisions for your specific situation.
At Canopy Financial Group, we are committed to helping you achieve financial success. Contact us today to schedule an appointment and take the first step towards securing your financial future.
Photos
Location & Phone number
175 Maroondah Highway, Ringwood VIC 3134, 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
"I found Mari to be very approachable and easy to talk to. She had an incredible knowledge base and was able to answer all of my questions. I would highly recommend having a chat to her as she can save you $$ with her hard work."
"Mari Nguyen from Canopy Financial Group provided invaluable Financial Planning for our family and reviewed all our Insurances: - going through life insurance, our superannuation & retirement planning. . Mari saved us a lot of money in premiums and set up much better policies than what we had. Highly recommend Mari & Canopy Financial Group for your insurance needs."
"Mari Nguyen is one of the most caring, knowledgeble, professional financial planners i know. I personally have been a Business Development Managers in the Financial services industry for over 30 years. I have come across close to a 1000 planners, both in the Banks and Independants. Out of all the planners i know, i trust her to always put her clients first, above all else. So much so, i refer my own family to her and Mari has become my sons financial planner. I think that says It all."
"Canopy Financial Group & Mari were terrific providing advice about my business insurance which hadn’t been revised for years. Really appreciate Mari’s assistance & help working though our insurances."
"Mari is one of the most knowledgeable in the industry and always has the time to explain things (no matter how silly the question may seem) in a way that makes sense. Can't recommend high enough. 6 stars!"
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