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Melbourne
Believe it or not, accounting was not my first choice, when l finished high school. Thinking that accounting was boring, I majored in philosophy instead but I soon realised that accounting was far more than mere numbers. It was about problem solving and helping people achieve their goals, helping others achieve their goals, is still something I am passionate about today. Getting my grounding initially with a big four firm, in Deloittes, was a great way to break into the profession.
Melbourne
I love the world of finance and helping others achieve their financial goals. It's a bit of a cliche, but it's true. Buying your first home, an investment property or even refinancing is a massive endeavour, and to be part of this journey with you humbles me in ways I cannot explain. My promise you to is this: I will work hard and work smart to provide you with the best loan product for your needs and goals.
Susan Papertalk
I am 67 years old and after my daughter passed I inherited her beautiful children and a mortgage. There was a time I thought I was going to lose the roof over my head. Without John, I believe I would have. He guided me step by step with detailed information. He texted and emailed after hours and made sure every signed documentation was submitted correctly. Week after week we got closer and closer to refinancing my daughter’s home and I can finally say I see the light at the end of a very dark tunnel. I felt in safe hands the entire time and would highly recommend John and the team to those who struggle understanding such overwhelming processes.
Sue Papertalk
Melbourne
In a nutshell, CCA makes complex financial strategies simple. We make finance manageable by taking clients on a journey through our very own pathway to wealth program. The program is designed to: 1. Provide a clear path to achieving your financial objectives 2. Deliver cutting-edge financial solutions 3. Tailored our programs to your individual financial needs 4. Give you the confidence to take action
Melbourne
We work with small business owners, professionals and couples who want more certainty about their financial situation, to help them make smarter decisions with their money and systematically build their wealth. We do this by working them through our own ‘Values Based’ Financial Planning Approach, which is all about taking the time to understand and discover what’s really important in life to them.
Melbourne
Walbrook Wealth Management provides a holistic advice service, ensuring your investments, mortgages, insurance, and other aspects of your wealth are aligned and working together to achieve your goals. Because no two clients are the same, we adopt a tailored, client-centric approach to financial advice. Some clients may initially need our help refinancing their mortgage or purchasing a new home, before tackling broader financing planning needs over time.
Rob Buskey
It was the best decision hiring Walbrook Wealth Management and working with Damien to help organise and realise a sound financial plan to ensure my current and future goals are met. I lacked confidence in my financial knowledge and Damien explains everything in a very accessible, super friendly manner. I have just begun to action the plan we came up with I will continue to use Walbrook Wealth to review, reassess and adapt my financial plan as necessary. 10 out of 10.
Melbourne
At CWP, we pride ourselves on providing comprehensive and personalized financial services to help you achieve your financial goals and secure your future. What sets us apart from other businesses is our dedication to understanding your unique needs and aspirations. We specialize in identifying your specific goals and carefully assessing your current financial situation. This allows us to tailor a customized financial plan that aligns with your objectives and helps you navigate the complexities of financial decision-making.
Melbourne
Hi, I'm Josh, one of the Directors and owners of Prosper Advisory. I am the expert finance commentator on radio 94.1FM and we have helped hundreds of people to achieve financial success and security. We are Business Advisors and Financial Advisors. We offer a range of services provided in a personalised and tailored manner via our team of 14 Chartered Accountants and Financial Advisors.
Melbourne
Northeast is a privately owned business, which offers advice on a fee for service model. This means we're not aligned with any product providers, and you’re not at risk of being charged any fees that you’re unaware of. We've done our best to remove the noise and the conflicts so that you can rest assured your advice will be highly personalised, with your best interests at heart.
Melbourne
Ariston Group is a boutique financial services house with a unique client-first approach. Our size and scale allow us to respond to and deliver the best possible financial outcomes for our clients. With personalised service and a holistic approach, we take the time understand your specific situation and develop a fully customised financial management program tailored to the individual clients requirements.
Melbourne
Sound advice can really make a difference to your personal situation at any stage of your life. It important to remember that its never too early or too late to have a plan. Our planning solutions are not just about making plans for your money, but we are also passionate about building wealth and choices for You. We work with individuals, couples, families, and children of our clients.
Melbourne
TruWealth is a Melbourne-based fee only financial advice practice that specialises in helping pre-retiree successful single women - those who have never married, are widowed or divorced - to manage their financial affairs and achieve financial independence. Our mission is to empower single women so that they feel financially secure and in control of their financial future by taking them through a process that educates them and takes them on a journey.
Melbourne
Our proven strategies have helped hundreds of Australians reduce their debt, decrease their tax burden and build wealth through property investment planning and education. We exist to help you realise the life you want, free from the financial stress and pressure that most people endure. If you want to pay off your mortgage in less than 10 years and significantly reduce your tax bill, our industry-leading solutions can help you.
Nat Warner
Matt and the NIA Team went above and beyond many times to deliver a great financial outcome. I now have a much clearer picture of my future goals and my way to financial freedom. NIA truly delivered on their promises and have given me a greatly improved understanding of property investing and wealth creation.
Welcome to St. Anthony Financial Planning, where we are dedicated to setting lives up for success. With over 24 years in financial services industry and more than 6 years as a Senior Advisor, Antony Fernando is here to provide you with the highest quality service to lead your best life. We offer a comprehensive range of services, including retirement planning, investment planning, superannuation and insurance solutions, tailored to meet your unique financial goals. What sets us apart from our competitors is our unwavering focus on our clients through focusing your values. We believe that success is not just about financial gain, but about aligning your financial plans with your individual values and meaningful goals stemming from these values. Before making any recommendations, we take the time to thoroughly understand your unique circumstances and aspirations. This client-centric approach ensures that the strategies we develop are specifically designed to give the best chance to lead your best life. To demonstrate our commitment to your financial well-being, we offer a complimentary first discovery meeting. This initial consultation allows us to get to know each other better and gain valuable insights into your financial situation and goals. Following this meeting, we provide you with a complimentary proposed strategy document, outlining our proposed strategies to provide the best chance to achieve your unique meaningful goals. Trust us to be your partner in your financial journey. We are passionate about helping you make informed financial decisions and setting your life up for success. Choose our financial advisor company today and experience the difference of working with a team that genuinely cares about your financial well-being.
What I love most about my job as a financial advisor is the opportunity to work with clients who have unique circumstances, as each client brings a fresh set of circumstances. I enjoy helping people achieve their life goals by, developing personalized strategies tailored to their specific needs. It's incredibly fulfilling to make a positive impact on their financial well-being and guide them towards a more secure future. The dynamic nature of the financial industry keeps me engaged and intellectually stimulated. Whether it's helping someone save for their child's education, plan for retirement, or navigate a complex financial situation, knowing that I played a part in their journey towards financial security and accomplishing their dreams is incredibly fulfilling to me.
The inspiration behind starting my own business as a financial advisor was driven by two main factors: the desire for full control and accountability, and the passion for providing exceptional service to my clients. By having my own business, I can take complete ownership of my work and decisions, allowing me to operate with the flexibility and autonomy needed to best serve my clients' interests. This sense of control empowers me to tailor personalized strategies that align with their unique circumstances, goals, and aspirations.
Clients should choose us as their financial advisors because of our extensive experience in the field and our unwavering commitment to prioritizing their needs. With years of successfully navigating diverse financial scenarios, we bring deep knowledge and expertise to the table. What sets us apart is our genuine dedication to our clients' well-being and their pursuit of a fulfilling life. We take the time to understand their goals, values, and concerns, and then craft personalized strategies to help them achieve financial success. Our client-centric approach, coupled with our commitment to ongoing support and education, ensures that clients have the tools and guidance they need to confidently navigate their financial journey and make informed decisions. With us, clients gain a trusted partner who combines experience, personalized service, and a genuine passion for helping them live their best financial lives.
4.97/5.00
based on 213 reviews
The average rating for Bark Financial Advisors in Melbourne is 4.97, based on 213 reviews.
