Reviews by chloes455

This review is for VSMA, Melbourne VIC

10 May 2021

VSMA helped my husband and I to better understand how we could be making our savings, assets and tax work harder to generate wealth quicker and set ourselves up for the future. The team invested a significant amount of time up front getting to know us and our financial position/future goals, without any commitment on our part. They then reviewed all the information gained and prepared a range of investment options that suited our situation. They again, spent a great deal of time and effort presenting, explaining and ensuring we understood and had all our questions answered. It was made very clear that even at this point, there was no obligation to take anything further if we were not 100% happy with any of the options presented. We appreciated (and continue to appreciate) the real human element that all of the VSMA team had brought to all of our interactions and decided to proceed with one of the options presented. We are now, very excitingly, in the process of purchasing our first investment property. VSMA are also well connected within the industry and have introduced us to a fantastic mortgage broker and financial planner who have helped walk us through and simplify a really complex process. We would highly recommend the VSMA team if you want to better understand how to generate wealth and set yourself and your family up for the future.

Special Offers