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Pick from some of the best providers in your area. With easy access to reviews and direct contact with Financial Advisors, you can be confident with your choice.
Geelong
At Advance Wealth group our mission is to create a positive difference in the lives of our clients through education and awareness by guiding our clients through their current and future financial goals and challenges. We do this through a joint commitment to work together in a trusted supportive environment and relationship. The end result is that we leave our client in a better financial position after seeking our advice, so that they can maintain/achieve the lifestyle they wish to lead.
Tracey Head
Bob was patient listening to me and getting an idea of what was best for me financially, near retiring but not yet, planning.
Bob explained things logically and in laymen terms
I was comfortable and at ease with asking questions and discussing personal information
I’m very grateful for Bobs ideas for my future endeavours toward financial security.
Geelong
Better Financial Planning for your road ahead. Whether you are starting out or changing track, it never hurts to have expert support to assist you with financial strategies to protect and maximise your income and wealth. I strive to provide clients with investment, superannuation and insurance solutions that match their individual goals, ethics and financial risk tolerances.
Geelong
Freedom Finance Australia helps Australians make smart decisions about their money with a goal of living your best life. We have a team of Super, Investment, Insurance; and Retirement Specialists to help you make smart decisions about your wealth and money. Small tweaks and great advice make a massive difference and we're here to help. We are excited to have the opportunity to work with you.
Lily Tran
Very happy with the service Nick and Harry gave me. They are very knowledgeable with mortgage broking. They made it very easy for me as a first home buyer. They always responded to my calls and emails (and I had alot of these!). They got all my paperwork i needed in order. Would highly recommend. Definitely would use them again.
Geelong
EH Tax Accountants is a family owned tax and financial services business in Melbourne. We help clients with a comprehensive range of solutions, covering all areas of Income Tax, Goods and Service Tax (GST), Accounting, trust set up and Self-managed super funds. Our sister company, Royale Wealth financial planning completes the entire financial planning suite of services: Financial modeling, investment strategies, retirement planning, pension and centrelink, superannuation and insurance reviews, all while assisting you to reduce your taxes to the minimum.
National Awarded Financial Advisor and Mortgage Broker services. We are a client-orientated practice and take the time to explain and support new clients through their financial planning needs and objectives.
We have answers to questions, you may never ask. A great amount of satisfaction comes from in-depth and holistic advice.
Client Testimonial:
Over the past 8 years we have been with Wade, we have received extensive professional advice that has helped us plan and achieve multiple family goals. It's imperative for us to have trust in the person providing advice about our future; Wade has never let us down, always steering us in the right direction.&quot
Most of my professional career has been working for myself and it would be the flexibility it offers. I still pick the kids up from school each day.
Client Testimonial:
We approached Wade to help us future-proof our financial needs. He went above & beyond to assist us through the stages of refinancing & achieve the financial goals we are confidently moving forward with.
Wade made the process easier to understand, filled with professionalism & upfront knowledge we feel beneficial for undertaking his services."
I am highly qualified and have met all the exams and education standards imposed 3 years ago by the Hayne Royal Commission into Financial Planning and am a National Awardard Financial Advisor and i love the job we do.
We as a practice have made allowances through Covid to work with our clients remotely. However, I do like the old approach of sitting with clients and working through what's on their minds.
Client Testimonial:
"I have nothing but praise for you, Wade, and your team. You made the frustrating experience of re-financing in the middle of Covid so much easier. As mature clients we did not think it was possible to be able to refinance due to our age, however, the downsizing strategy that you provided the lender made it possible.
You went above and beyond to help in all aspects. Thank you Wade"
Client Testimonial:
"I have known Wade and his business since 2018 and at that time one of our needs was to refinance our mortgage to a more competitive interest rate as we were with a 2nd tier lender paying higher interest rates & mortgage repayments, with Wade’s knowledge he found a better interest rate (not the best in the market, yet!) he worked with us on providing a debt management plan and we immediately started to get on top of our mortgage and make extra repayments.
Moving forward 2 years and it was time to review our financial situation our hard work of sticking to the debt plan has paid off with us refinancing with a major lender and the lowest interest rate we have ever had.
Most importantly we found within the last 2 years Wade regularly touched base with us regarding our financial situation and supported us to stay on track as it will be to our long-term benefit.
We highly recommend Wade for financial services as he is enthusiastic and knows the business
4.99/5.00
based on 25 reviews
The average rating for Bark Financial Advisors in Geelong is 4.99, based on 25 reviews.
