Financial consulting in Victoria

“My wife and I met with Mark and he explains complex information in an easy calm manner. We would recommend Mark Felton to our friends and thank you for helping us.”

“Over a number of years we have found Yield friendly to deal with, well prepared, attentive to our needs, informative and very professional.”

“I had the privilege of working with Alex who played an instrumental role in starting my company. His guidance was nothing short of transformative. From the very first session, he patiently listened to my aspirations, assessed my strengths, and identified areas that required improvement. With his insightful advice, I gained the confidence and clarity needed to establish the foundation of my business. Thank you Alex!”

“The accountant gave me professional and practical advices on my problems, I got excellent services there”

“Indi is very helpful ~ thanks for financing my first home.”

“John’s been amazing providing us financial advice. He’s very thorough and explained everything in great details. The process couldn’t be any more seamless. Highly recommend John to anyone who require assistance in financial advice.”

“Darko is a superb professional who took away the burden of financial consideration so that we can focus on finding a family home. Reliable, prompt and relentless in assessing various options to deliver the best outcome for the client. Looking forward to leaning on your expertise in the future. Thank you for the great service!”

“Mr. Nayan Patel has been very helpful and cooperative. He has in-depth accounting knowledge, and I highly recommend him to anyone seeking accounting services.”

“Motiur helped me get my tax return when I thought all was lost, nearly scammed from online tax return website name "my tax refund today".. charge less than other agents and does his best to get every cent you are owe. Recommended to all A+++ service”

“Our previous financial planner sold his business to Required Financial Services six years ago. It is the best thing he could have done for us! Anthony and team function with excellence in integrity and professionalism. They keep up to date with the ever changing rules and recommend the optimum plan. Gives us great peace knowing our retirement savings are being managed and safe guarded by a trustworthy and efficient team.”

“I've been dealing with Chris and his team for over 20 years now. I appreciate his advice and assistance. While I'm not a multi millionaire yet, I'm well on the way. Thanks again Jensen Financial. Steve”

“Paul and the whole team are always responsive and brings a wealth of knowledge to the table. They've taken care of us throughout the whole home loan process many times, each time championing for what's best for us. With Paul, you're looked after like family. Will recommend anytime for anyone seeking sound advice for home loan and planning.”

“Lane Financial were invaluable in helping me buy my first home. I was very fortunate to have been recommended Lane Financial by my solicitor after it appeared that the house I had placed an offer on would fall through due to the bank valuation not meeting the vendor price and my previous mortgage broker recommended pulling out of the purchase. Daniel was phenomenal at organising further evaluations and talking through my options with me. He was very responsive to questions and kept me updated throughout the whole process. Ultimately I was able to purchase the property thanks to Lane Financial's assistance”

“Our psychology practice engaged with Strawberry Seed for support with starting to employ. Kylie was fantastic and helped us navigate employment HR law, providing excellent templates for all policies and forms.”

“Paul was fantastic at assisting me with re-financing my home loan. He found me the best possible deal and made the process so efficient, he was very professional and guided me every step of the way. I couldn’t be any happier with the service I received. Highly recommend his work!”

“Jayden is easy to talk to and responds to our questions with clear answers. We have found Jayden’s advice has been really helpful to us. We are very happy with his ongoing services.”

“Vertex Consulting & Compliance Group apart from being our ongoing operational consulting firm for different advises, They Helped SUNLIGHT SUPPORT to become a NDIS Company able to provide high quality of support services to our participants. We strongly recommend whoever would be in need of consultancy to not hesitate to contact VERTEX CCG and we particularly acknowledge the collaboration and support from their staff like MOINUL, WALEED , LAURA etc…”

“Worked closely with Kyle to manage my finances to plan for a family and securing a home. Very professional and approachable. Kyle devised a plan which was realistic and practical. Extremely happy with the service. Highly recommend.”

“I have been with ARA for over 18 years, and for that entire time they have kept me informed, been available, given logical and professional advice and (most importantly) have taken care of my money. I would have no hesitation in recommending ARA to any potential client,”

“We had two key requirements for appointing a financial adviser: 1) someone who resonated with us on a personal level, and 2) someone willing to work with our tight timeline. I had an initial phone conversation with Jen who asked pertinent questions to understand who we are and what our goals were. She explained how Kearney Group were best set up to help, and concluded our conversation by organising an introductory chat with the team we’d work with. Immediately after the phone call, we knew their commitment, philosophy and professionalism was exactly what we were seeking. The person to lead us on our journey was Kevin. He was always accomodating of our circumstances by tailoring in-person and remote meetings to work around work and family commitments. Kevin took the time to understand our goals and always remained patient with our many questions—something we really valued when navigating the complex world of tax and finances. By working with us, Kevin was able to provide us a clear view of our current finances plus a view of our future position (showing several scenarios based on data modelling wizardry). From this we were able to tailor a plan that balanced our lifestyle and future aspirations. This journey has given us clarity about our future and we now feel more empowered and confident about our finances. We would certainly recommend the team at Kearney Group!”

“We highly recommend Sam Jewell and the team at Rising Tide. Sam has been fantastic to deal with, understanding of our needs, setting up and executing a plan to help us achieve both our short and long term financial objectives. Sam is easy to work with, highly efficient and very knowledgeable. Working with Sam will be one of the best financial decisions you will make.”

“We have been using Capita Business Advisors and Tax Consultants since 2015 for my business accounting and taxation needs. Since I engaged the firm I am getting on time lodgements and professional service. My business requires costing of each product and price evaluations to be competitive to the market and viable to offer our services. Capita is taking care of this segment of the business by providing management accountant. There is no debut that behind the success of my business there is a vital and tangible role of my business accountants. Without hesitation businesses can rely on this firm. I definitely recommend it.”

“We have used Marvel for a few years now and Michael has been amazing. So helpful and a great guy to work with. Michael went above and beyond for our family. Could not recommend Marvel enough. Would not use anyone else”

“We have been clients for many years and have had courteous valuable advice for all that time, Our initial involvement involved establishment of financial plans for an elderly relative requiring care and estate planning. We then engaged to establish a financial plan for ourselves and are now able to enjoy our retirement by implementing those plans. We have encouraged others to also engage with Freedom Financial Planning and each of them has achieved similar effective results George and Carol Sutherland”

“Joel, Naz and the team at Harpel Financial Group are very professional and thorough in getting to understand their clients needs to seek out the best plans required to meet your financial goals. Joel has looked after my fathers financial planning for many years now which has given me the upmost confidence to allow Joel and his team to handle my future retirement needs.”

“Jatin is very hard working and reliable account. I am impressed the way they look after BAs and tax returns Costumers service and quality of work of Nanak accounts is second to none.”

“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.”

“The team at Select Advice Financial Planning have been invaluable in my journey to have a secure financial future. My parents are long time clients of Tony & Eric's so when I wanted to ensure that I could have in place the right Superannuation, Insurance as well as short and long term financial goals I had no hesitation in placing my trust in their company. They have an amazing team that are always happy to assist with any questions and have taken a lot of care and time to ensure that my dream retirement scenario is on track. I get regular reviews of my portfolio with the team which is invaluable to me.”