Top 10 Best Financial consulting in Southbank Victoria
14 results found
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Klear Picture: Property Investment, Financial Planners & Tax Advisors Melbourne
● Open“I want to give a big, big thank you to Carlos Medrano and Klear Picture team for being fantastic planners and advisors for myself and my family over the past 8 years. I have seen exponential growth year on year with their advice, structure and strategies working side by side with us. Thank you Treasha, Kerri and Adrian for being such high-level professionals and assisting us in our wealth creation goals, and being integral cogs in Klear Pictures exceptional professionalism, guidance and coaching. Once again, thank you and looking forward to achieving our future goals with you further.”
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Select My Finance
● Open“Scott at Select My Finance helped us enormously in securing a loan for our first home. He was able to find us a loan of the amount we needed for our dream house (much better than we could get when enquiring directly with banks) with an excellent interest rate. Scott was very friendly, trustworthy and responsive to our priorities, and he was great at walking us through the ins and outs of the process - which was really helpful for us as first home buyers. We'll definitely be recommending Scott to friends!”
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Peter Chung - Finance/Mortgage Broker Loan Market
● Open“Very dedicated Broker We worked with Peter for over a year. From October 2020 to December 2021 when we finally bought our first place. This included a break from house hunting, so we had to go through the paperwork again with Peter. Peter was very patient, helpful and clear. Whenever we had a question we set up a meeting to go through any new information. He is very thorough and a great guy. Strongly recommend!”
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Zen Apartments
● Open“It is located near to famous landmarks such the Queen Victoria Market and the State Library. They are all within walking distance! There are also alot of cafes nearby. There are also shopping centres that are about 10 minutes away such as the Melbourne Central and Emporium”
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OakWealth
● Open“Grateful to have our financial management strategy in place. We are probably the norm in that wealth management is not at the forefront of our minds (thanks to kids and busy careers)! Yih Sing and his team have walked us through our options, and guided, coached and followed up to ensure we don’t lose sight of our longer term objectives. As the kids grow up, I know we will be more active in managing our wealth but in the mean time, it’s incredibly reassuring to know that we have a skilled team keeping tabs and making that facet of our lives a priority.”
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TAX & ACCOUNTING HOUSE
● Open“Veronique has a great work ethic and strong attention to detail. She has a pleasant disposition and her customer service is of the highest quality. Would highly recommend her for your accounting needs.”
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McCormick Harris Insurance
● Open“Appleby Real Estate have dealt with Tony McCormick for many years. He has always proven to be both professional and reliable. He is backed by very competent staff who are prompt in addressing any queries or claims.”
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Elevated Accounting
● Open“The team at Elevated Accounting are a great team who help me with all my accounting needs. Give great advice that is easy to understand in a friendly manner. Highly recommend the team at Elevated Accounting.”
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