Best Financial Planning Experts in Merrimac

“Charles is very professional and very supportive. He is always easily accessible by phone and if he can’t speak to me, ensures he calls me back in a”…

“I needed all my supers rolled into one....a painful and tedious job which I was unskilled and unprepared for!.....Justin took the time to read all the”…

“Hi Paul, We met three years ago, just prior to me being diagnosed with breast cancer. Without the plan and actions you put in place, the treatment I”…

“Scott helped us sort out financial situation. we had numerous superannuation funds and he helped to consolidate everything and find suitable”…

“They understand how to diversify investments to yield higher returns over all ”…

“Discussed our current financial and tax position and took this away and came back with a no nonsense plan. Most of which we acted on. Met at our”…

“After falling behind on my loan repayments the bank decided to mortgagee sell my property. I contacted DJ Partners and spoke with one of their”…