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Income Solutions Financial Planners Geelong
153 Mercer Street, Geelong, Victoria, Australia
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Photos of Income Solutions Financial Planners Geelong
153 Mercer St, Geelong VIC 3220, Australia
Opening hours of Income Solutions Financial Planners Geelong
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Day off
Sunday:
Day off
Reviews of Income Solutions Financial Planners Geelong
"The team at Income Solutions are highly professional and master's of their trade. I've recommended them to family and friends on several occasions."
"We have been fortunate enough to work closely with David Ramsay of Income Solutions in Geelong for many years after a chance phone call from my husband. It came at a time when we realized we needed to start saving seriously and make the changes we needed to one day retire. We met with David on a regular basis and built a firm and respectful relationship. David always making himself accessible, generous with his time and making sure we understood the principals of our combined goals. Income Solutions are always polite and efficient, but more importantly the goals set and the outcomes achieved were fulfilled. We have retired and are making the sea change closer to our families to enjoy the coastal lifestyle and spend more time with our grandchildren. We are forever grateful to David for his encouragement, financial guidance, his caring persona and his genuine interest he has for our children, always ready to impart his knowledge to steer them in the right direction. Thankyou so much for everything David. Lesley and Tim"
"I would highly recommend Income Solutions to anyone. They were amazing in helping us with our home loan and structuring in a way suited to us. They also gave us great financial planning and investment advice on top of this which has also been extremely beneficial."
"My wife and I have found Elise to be a friendly and skilled Financial Adviser. Elise has helped us realise our goals by prioritising our spending and tailoring our insurance needs to ensure our family remains protected. We are confident that Elise will be here to help us meet all challenges into the future."
"I would recommend Income Solutions to anyone as a quality financial planning business. I have been a client for many years. They have provided me with common sense advice, presented in a way I can easily understand, and I always feel any questions I have are welcomed and answered honestly. This provides me with peace of mind and is something I really appreciate in my retirement."
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