Financial consulting in Canberra Australian Capital Territory

“Luke Smith asked me to write a review and I'm only too happy to do so. Luke has been looking after my finances for over 6 years. He is interested and engaging, and he spends the time to explain. It's clear to me he listens as his advice takes into consideration not only my financial position, but the level of risk I'm comfortable with and my goals for the future. Both Luke and Barbara make me feel that my account is valued and the time they give to me is never rushed and of high quality. If you are looking for a financial advisor you would do well to give Luke and his team a call. I have no hesitation in recommending Envision Financial to you.”

“We have been with Imran and his team for many years and he has been excellent. Our advisor prior to Imran had never contacted us. When Imran took over our account he contacted us and suggested a meeting to review our overall position. His recommendations have turned out to be great. We have regular meetings to review and adjust things as necessary. Imran also contacts us between meetings, if he believes adjustments are necessary. We could not be happier with Imran’s services!! I would highly recommend Imran to anyone looking for a professional, dedicated and very knowledgeable advisor.”

“Could not be happier with Justin and his team at Scarlett Financial. They went above and beyond for us throughout our home loan journey and always gave us multiple options as well as great advice. Highly recommend.”

“We have been with Milestone Financial for the last 8 years and have been very satisfied with the service. It is good to have the continuity of seeing Ian each time either in person or via the internet. Thank you.”

“KLK accounting is a best place to do you tax returns,very professional the way of approching to work with clients, and flexible with timing. I am happy with them.”

“This was my first time using a tax accountant. My return was a bit complicated but the professional, knowledgeable and super friendly Deepika sorted it out in a few days. Communications are easy and swift -will be definitely using Aero again.”

“Been dealing with WFS for a few years now and I must say their display of professionalism and customer service is top notch. They're always quick to respond and deliver an excellent service all round, from Accounting, Financial planning, management of your SMSF, Property Management and Estate Planning. Highly recommend their service to anyone who is in the market for any of the above. Catherine and her experienced team are the reason as to why I opted to transition over to WFS.”

“I have been a client of Hadrill Accounting for almost 15 years. During this time I have had my tax returns prepared in a timely and accurate manner by the amazing Alycia and I have received excellent advice from Jane. Jane can be hilarious and at times cheeky but without her I doubt whether I would have ended up investing in 7 properties. Jane also provided me with information that resulted in a financial windfall that I didn't know I was entitled to. Jane made early retirement a reality for me and I will always be thankful that I ended up being her client.”

“Brilliant. Very good service. Very knowledgeable staff, professional and helpful.”

“Aaron has been extremely helpful setting up our finances once we bought our house. He is always available on emails and happy to help. I will always send family and friends on to use his services.”

“Had a great experience with Greens. I had to cancel my first appointment and then also turned up early accidently for second appointment and then the meeting ran quite a bit longer but was all no problem for Craig. Was great getting to speak with someone offering very down to earth advice who actually made a meeting about financial planning interesting and almost... fun.”

“Gianna was great to work with - clear and sound advice, delivered in an easy to understand and actionable way.”

“I have been very pleased with the service that Jason has been able to provide my wife and I. I cant recommend him and the team enough.”

“We used The Wealth Connection as our mortgage brokers, and Nik Preiner and Matthew Shepard were so professional and easy to deal with through the whole process. They were really responsive to all my questions and were always happy to chat over the phone or via email. The Wealth Connection is a great business and I would recommend them to anyone looking for financial advice or a broker!”

“My husband and I prior to meeting with Phil from Rise Financial thought we had all our insurances in place and felt quite comfortable in what we had. We have our own business and 4 young children so considering our future needs and establishing a safety net was extremely important and this became more realised after our first meeting with Phil. We now have great Superannuation that is invested for our future growth and have the ultimate cover that is perfect for our family. It is so important to have that piece of mind that if something did happen you have the cover. Phil is extremely professional, honest, and a very caring person and to this day we are still clients of Rise Financial. Customer service is paramount in any business and is hard to come by these days. We have always felt very humbled with the professional customer service that Phil provides. We are very happy clients :) Jamie and Stephanie Cregan”

“Ryan Craighead was absolutely fantastic. Courteous, punctual with communication and knowledgeable. I would commend him to you if you're reading this review.”

“I have found ACT bookkeeping Group to be extremely helpful and understanding when it comes to changing accounting software and advice in plain simple terms what needs to be done and when. All my questions were answered and I felt encouraged to try and explore new systems and look any problems with fresh eyes other ideas. Very friendly positive experience all round.”

“Have been with the Elston Canberra team since 2017. Always professional and efficient service. Very approachable and friendly advisors who go out of their way to do that bit more and really add value to the relationship. Highly recommended.”

“It is an absolute pleasure being involved with the team from Money Mechanics and being able to see the great work that they do to assist people in making personal financial decisions. All of Scott’s clients constantly give their feedback on how professional and flexible the service is that they receive. Congratulations on your recent birthday Money Mechanics, looking forward to seeing in the next one with you!”

“NMC provide a great service! I normally find tax time stressful and confusing, but Danielle and Tony made the whole process simple and stress free. Will definitely keep using them!”

“Tribe Group Strategic Accountants and Financial Services is an excellent firm. I have found Grant to be very helpful and thorough. His years of experience in accounting, business strategy, trusts, tax and compliance shows.”

“In the last year we have been dealing with IQ Capital Group and we have found them to be very helpful every step of the way, in helping us invest for our future. Everyone we have dealt with from our first initial consult have been professional and very helpful. We highly recommend IQ Capital.”

“Maciej has been my advisor for about 4 years now and has done a great job growing my super balance and has also been a great sounding board for some investment ideas i have had. Can't recommend Maciej and the team at Freedom Finance Canberra enough”

“Very professional, trustworthy and provided me with proper guidance.”

“I can't express enough how great Nikki and the team at First Class are. They are a very important part of running my business. I would highly recommend them to anyone wanting help with there bookkeeping/accounts. Thanks again for the great service that you have provided us.”