Quest Advisory Group
About the Business
Welcome to Quest Advisory Group, a privately owned financial planning firm located in Leederville, Perth. Our mission is to build long-term relationships and create lasting wealth for our clients.
At Quest Advisory Group, we understand that navigating the world of finance can be overwhelming. That's why our team of approachable and expert advisors are here to guide you every step of the way. Whether you need help understanding your options or making important financial decisions for you and your family, we provide the care and advice you need.
We offer a comprehensive range of financial planning services, tailored to meet your specific needs and goals. Our team is dedicated to working towards your financial and life aspirations, ensuring that you have a solid roadmap to success.
What sets us apart is our in-depth knowledge of the finance sector and our unwavering commitment to client service. Our clients often praise us for our professionalism and genuine care. One satisfied client said, "Dan and his team at Quest Advisory Group have helped many of my clients in the past, and I never hesitate to refer to them. They combine a professional and truly caring approach and achieve real results for real people."
To get started on your financial journey, we invite you to book a complimentary discovery session. During this session, we will discuss your goals and aspirations, and create a personalized financial roadmap to help you achieve them.
It is important to note that the information contained on this website is general in nature and may not take into account your personal situation. We encourage you to consider whether the information is appropriate for your needs and, if necessary, seek professional advice from a financial adviser.
Quest Advisory Group Pty Ltd ABN 75 610 810 556 is a Corporate Representative of Synchron Advice Pty Ltd AFS Licence No. 243313.
Photos
Location & Phone number
341 Oxford Street, Leederville, Western Australia 6007, 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:
9:00 AM - 5:00 PM
Sunday:
Closed
Reviews
"Quest Advisory is highly professional and quality organisation. Michael is a great advisor. He helped a lot with insurance and Super management. Perfect service that I can recommend to all."
"Michael from Quest have helped us sort my SUPER and made me aware things that was hidden from me as we have just migrated. He has shown me a full potential my SUPER could do and also our insurance. He is a great guy and very honest."
"My husband and I have had the pleasure to meet Michael for financial planning. He is so down to earth and easy to deal with. Michael sincerely cares about his clients. His service is always prompt and professional and he has so much patience explaining the products, pros and cons and supporting clients to make informed decisions with their best interest at heart rather than his personal gains. Highly recommended!!!"
"Daniel and his team of advisors provide an excellent service. They are honest, upfront and ethical at all times. They are all extremely dedicated to their clients and go out of their way to help those in need. I would not hesitate to recommend Quest Advisory Group to anyone in need of assistance, and consider myself extremely fortunate to have come across them."
"My husband and I have always been a bit sceptical about financial planning following some bad advice in the past. And we've always thought we were pretty good at managing our wealth building and setting our lives up for retirement. Then we met Michael & Daniel from Quest. They have helped us structure our assets, manage our super and investment as well as setting up protections so we can retire when we want and in a comfortable way. These guys are genuine and truly work to set up your biggest asset ( your future earnings) to work for you and ensure you reach your retirement and wealth goals. Highly recommend."
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