Financial advisor in Camberwell Victoria

“Chris has been a great help in arranging my income protection insurance. Was able to leverage off his high level of knowledge of the insurance industry to tailor a policy best suited to my needs. And plus he is extremely personable to deal with and flexible with appointments too.”

“Mobeen and the guys/girls in the office are very professional, great communication, Called me to clarify instead of sending heaps of emails back and forth. Was a very quick process, felt as though we were working together rather than being told what to do. Great experience. Have had my tax done here the last couple of years and will continue to do so indefinitely”

“My husband Philip & I recently engaged the services of Salt Financial Group. Having come from a finance background myself I had high expectations of what I wanted in a Financial Planner. We met with Steve Landers on several occasions. We always found him to be extremely knowledgeable as well as up to date within the complex area of superannuation & financial planning. Steve was always professional, patient and articulate, yet he was able to explain everything in a format that was easy to understand. He was also transparent about fees & commissions or lack thereof. Our strategies were then implemented in a timely and efficient manner with the help of Steve's competent assistant Serena. We highly recommend Salt Financial Group for any financial advice.”

“The principal of this firm knows his stuff and is only too happy to repeat himself until you understand it too. He has been in the business of providing financial advice for many years and i have full confidence in him and his ability to guide me with my financial affairs. He will even visit you at your own home if it's necessary.”

“I have known Andrew for more than 20 years. Our professional relationship has been built on a mutual desire to see our clients receive the best possible advice and outcomes. Andrew sees and explains things clearly and is focused on improving his clients experience in all their interactions. I have always valued Andrews considered opinions and feel he is a fine example of a professional and thought leader in our industry. I would have no hesitation in recommending Andrew to anyone requiring the services of a true professional”

“Very happy with MRFS. They helped me with my home loan. I was so happy with the services that we often recommend them to family and friends. We have been with MRFS for over 7 years now. Just spent 10 minutes with the team at mrfs and they were able to have my home loan reduced by 0.58% well worth the time.”

“I have been with GFM for over 30 years. Their integrity and sound advice is incredibly valuable - and they listen and adjust that advice to my ethical investment stance - I review my and GFM's performance regularly - and GFM keep adding more value than I could get on my own. As well, having tax, accounting and financial advice in the one place means that GFM can identify opportunities and rapidly respond to market shifts. Their team that look after me are first rate specialists and Paul's leadership is reflected in the long service of each member. I can recommend GFM without reservation”

“Brett and the team were fantastic to deal with. MCG assessed my current home loan and provided me with advice which has resulted in me refinancing and saving over $300 a month. Would recommend them to all my friends and family after the experience i had.”

“Chris and Louise are amazing people, generous with their exceptional knowledge and experience. They understand what it takes to create successful traders, albeit their support extends beyond just becoming a trader. If you are prepared to put in the effort and want to be involved in building your own trading system to achieve your passion/goals, you won’t find better and more qualified trading mentors than Chris and Louise. I highly recommend The Trading Game.”

“I started my investment journey with Goran Velevski several years ago. His professionalism, experience and knowledge allowed me to reach investment goals in time. And now we're planning the next step. I'm happy to meet such a great adviser as Goran and highly recommend him.”

“ACCRU was initially recommended to our family by a friend. Staff at all levels proved to be as capable and considerate as we could wish. Senior managers and accountants impressed as highly skilled professionals. My mother required advice on a range of complex financial and personal matters. Director James Pastellas led an exceptional team - astute, generous with their time, extremely courteous and patient. Their highest priority at all times was to achieve the best possible outcomes for my mother, both financially and with regard to her welfare. ACCRU showed remarkable foresight in their management of her account. The winding up of my mother's estate was greatly facilitated by their insight and understanding as well as their assiduous attention to detail. I would have no hesitation in recommending ACCRU as a firm with an imbedded culture of integrity and quality. ACCRU have audited the accounts for ADFAS-Yarra* for the past 3 years in a pro bono capacity. I have been grateful for their expertise, ongoing advice and generous support especially in regard to transitioning to an online accounting system and the necessary update of all procedures. Jane Anthony *ADFAS Australian Decorative and Fine Arts Society”

“Our family has been going to Nina for a few years now, we have also recommended a few friends to VHL Business and Tax Solutions and they are all very happy. Nina is a wealthy of knowledge not only in the taxation world but also in investment structures and have saved us so much time, effort, and money. Nina and her team are knowledgeable, professional, friendly, and always have a positive attitude and we love that we have an accountant that can provide valuable advice to save us money, help us structure our investments, and also someone we can have a laugh with.”

“As a small business I have appreciated the guidance and support on offer from Alexander Spencer Accountants and particularly Jeff Issacs my accountant. I’ve been a client for the past 15+ years. Sorting out the COVID response to business changes was a wonderful help. Their accounting advice and practical skills have been fundamental to keeping my business organised. Highly recommend this partnership.”

“Stephen and the team at Link Wealth Group have been our trusted financial advisors for over 5 years. They are approachable and provide insightful/practical advice which has assisted us immeasurably. Whether it be refinancing our mortgage, reviewing our life insurances or planning our long term cash flow requirements the team have been super helpful. I highly recommend them.”

“Been a client of H&R Camberwell for years and wouldn’t hesitate to recommend. I normally see Pam and have always been happy with her great service and the end results.”