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VFS Group

5-9 Harbourview Crescent, Milsons Point NSW

(23)
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About

VFS Group is a results driven organisation focused on wealth management for Private Clients. Our services are designed to encompass all aspects of managing your personal wealth, no matter which stage of life you are in.

Partnering with VFS Group means you will be given access to the best bespoke advice in the market.

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25 hires on Bark
4 min response time

Reviews (23)

Leave a review
5/5

23 customer reviews

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2 May 2024

Working with VFS has been refreshing. We have been able to get a result that far exceeded my expectations. It is great working with a professional team who made everything easy.

verified
12 April 2024

Financial Advisors

VFS is a great team that listened and provided me with an excellent solution. The ongoing relationship is encouraging and professional. I appreciate their guidance and advice. My portfolio is developing nicely. More...

14 February 2024

I have been with VFS Group for several years now and have worked with mainly Martin and lately Danilo and have found them to be very helpful and professional. Approaching retirement for me has meant a change in my risk appetite and the team at VFS has made the necessary changes with a minimum of fuss and made it a seamless transition. Also special mention to Toni , my office contact, a dream and worth her weight in gold. More...

verified
30 January 2024

Financial Advisors

VFS were very professional in their approach to guiding us through the realm of ensuring we setup a financial future that suits our needs. They were never pushy in trying to win our business, they just presented the facts and rounded this advice out with historical data. We saved hundreds of dollars per month on our investment properties mortgage repayments after they reviewed our situation and helped us get the best deal out in the market. It was also done with minimal stress and a lot easier than when I have personally applied to banks for refinancing. We are both very happy with the results thus far and look forward to working with them on our future financial plans.

Thank you to the entire team at VFS
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verified
17 January 2024

Financial Advisors

We found the VFS Group was ready to listen and understand what help we were wanting from a professional wealth management company and then were able to tailor a pathway that was suitable to us, by knowing and understanding our goals, risk appetites and preferred lifestyle choices. The team are extremely knowledgeable and resourceful and were able to show us and recommended innovative ways to achieve our financial and lifestyle goals. If we knew the process was as easy as VFS has made it for us so far, we would have sought their professional help many years ago. More...

verified
14 January 2024

Financial Advisors

After listening to numerous financial planner podcast I had an idea of what to expect. VFS were the first out of numerous FPs I spoke to who were more I interested in what I was looking for rather than what they had to offer. Professional and very collaborative. Highly recommend. More...

20 September 2023

We found Danny and Danilo at VFS Group excellent to work with. Specifically, professional and courteous in all communications, flexible and pragmatic in their advice and plan for our financial future. We look forward to a long and prosperous working relationship! More...

verified
20 September 2023

Financial Advisors

My husband and I are thinking about transitioning to retirement. We wanted advice from a financial advisor but had had bad experiences previously with accountants trying to be advisors.
We decided to speak with 5 different advisors to see if any gelled with us to come onboard our financial team moving forward.
We picked Danny and Danilo from VFS. They listen and individualise their advice, not just cookie cutter advice given to everyone. They are extremely responsive and free flowing with their help and advice.
We are very fussy and decided to trust VFS to come along for the trip to help us maximise our life savings
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verified
18 September 2023

Financial Advisors

Martin and Danilo have been an absolute pleasure to work with from day one. They've been flexible and responsive, getting back to me quickly whenever I have questions. They've tailored a personalised to suit my family's current situation and goals and where responsive to changes that have come up in my personal situation. I'm looking forward to maintaining a long relationship with VFS Group and would have no hesitation recommending them to anyone who needs a financial plan in order to achieve their financial goals. More...

verified
5 September 2023

Financial Advisors

Updating my review, they certainly deserve 5 stars, previous post was an error

verified
18 August 2023

Financial Advisors

Energetic and responsive. Their engagement process has been easy.

verified
25 July 2023

Financial Advisors

From the moment we first advertised with Bark, VFS have been on the ball. Turning to them for retirement planning has given us a wealth of information we wouldn’t have had, had we tried to wrangle all this stuff ourselves. They’re a great team to work with, focused on our goals and needs, and not whatever new product they can push. I’m looking forward to working with them for a time to come. More...

verified
21 July 2023

Financial Advisors

Danny Moss and Danilo Medojevic were lovely to deal with. Very responsive, informative and listened to what I had to say and came up with options. Their price was competitive and fair and everything flowed seamlessly in setting up my smsf with recommended better suited insurance options. I would highly recommend VFS and their team More...

verified
11 July 2023

Financial Advisors

Martin and Danilo went out of their way after hours to accommodate our needs. Very professional, knowledgeable and most importantly tailored their advice to our level of risk. The experience with VFS felt very comfortable and personable. More...

23 June 2023

We would like to express our sincere thanks to VFS Group, particularly Danilo and Martin, for assisting us by reviewing our insurances and mortgage within our SMSF. Their professional, knowledgeable and genuine interest in obtaining the best products for us was highly appreciated. We will save thousands each year, thanks to the VFS Group, and we highly recommend their services.
Rochelle & Steve
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15 June 2023

Over the past four years, I have been extremely satisfied with the exceptional support and guidance I have received from the team at VFS. They have been instrumental in helping me navigate through challenging periods, and their advice regarding my superannuation has consistently been tailored to my specific circumstances. I greatly appreciate their ability to communicate complex concepts in a clear and concise manner. Without hesitation, I wholeheartedly recommend the outstanding team at VFS to anyone seeking reliable financial assistance. More...

verified
8 June 2023

Financial Advisors

Working with Danilo and Martin is an absolute delight.
Professional people that are willing to go the extra mile to help find the best solution for my financial situation.
I would highly recommend VFS group to anyone that requires financial help and advice.
I am looking forward to having a long and successful relationship with VFS Group for many years to come.
Gary Flanagan
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8 June 2023

I chose to work with Martin and Danilo from VFS Group and I am really pleased with my decision . Their team of knowledgeable professionals went above and beyond to provide me with exceptional guidance tailored to my specific goals. Their relaxed and friendly approach made it easy for me to understand complex financial concepts, and I felt confident in the decisions I was making. The prompt and efficient service I received from VFS Group further added to the overall positive experience. If you're looking for reliable investment advice and a stress-free journey, I highly recommend considering the VFS Group. More...

verified
30 May 2023

Financial Advisors

Easy to deal with, Martin and Stefan analysed my financial situation and within a very short time have given me future direction advice that will save and make me many thousands of dollars, and they were more cost effective and supportive than any of the other companies I dealt with. I would have given 10 stars but 5 was the maximum. Thanks guys big thumbs up for VFS More...

4 May 2023

VFS Group were quick and efficient in helping us get a much better idea of our financial goals and retirement. They helped with our SMSF and investments. They are very knowledgeable in Finance. Highly recommend them. More...

4 May 2023

Over the passing weeks, I have had the pleasure of speaking with Martin Woods & Daniel Moss of VFS Group. I was in need of an experienced and professional Financial Advisor, of which both Martin and Daniel perfectly fit the bill. They were prompt in their response and motivated to assist me with a much needed financial plan.

I have already put my family and closest friends in touch with them; I highly recommend VFS Group to anybody looking for an honest, hard working financial advisor.
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1 May 2023

As a VFS group client, I couldn't be happier with their services. Despite living interstate, I always feel supported as their team is readily available. They've given my wife and me excellent financial advice that has boosted our confidence about our future. Plus, the performance of our funds has been outstanding. I highly recommend VFS group to anyone seeking expert financial guidance. More...

30 April 2023

I took on VFS for investment services and SMSF advice. They are great and super knowledgeable. Saved me a stack of time and now I have the right diversity in place to better tackle the market conditions for my situation (property and cash allocation). The investment returns are already above market and I am happy to recommend their services. More...

Q&As

I love the fact that I get to meet great people and work with them to achieve their long term financial goals.

Given our independence, this means that we are not tied into any particular product set - as is the case with many large institutions. As advisors, we are able to search the market for the best outcomes which meet the needs of our clients.

VFS Group has been built as an organisation who puts the client first. Australians deserve quality financial advice delivered by industry professionals who are educated and licensed. We have built a first class advisory team that can truly provide clients with advice and service and make a real impact on their lives.

We have now been in business for 15 years and we approach every day with the same passion as when we first started the business.

Here is our guarantee to you.
If you spend the time explaining your situation to our advisors, we will work with you to deliver valuable insights and forward planning which will make a significant impact to your financial situation. We will always act in your best interest and will be completely transparent through the entire process.

There will be no hidden fees of any kind. In the advice we prepare, we will outline the implementation fees which are associated with progressing with the advice. These are only applicable if you decide to move forward with us.

Why? Because we will only prepare advice that creates value for our clients. We won't waste your time with advice that doesn't improve your financial situation.

So what are you waiting for? Contact us, we are here to help.

We do both. Online or you can come visit us, our staff come into the office and work remotely so we are flexible.

We are happy to work completely remotely if this is more convenient for you.

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