Phalanx Financial Services

I couldn't recommend Phalanx Financial Services enough. Stuart has not only helped with financial research, but has great interpersonal skills. I have already recommended Stuart to family and friends and look forward to working with Phalanx in the near future.

Stuart helped us establish an SMSF and sorted out our insurance. He took care of everything, nothing was too much trouble. He was always contactable and at hand when needed and very easy to deal with. He explained everything very clearly up front, which we appreciated.

I received financial advice relating to insurance, financial planning, superannuation and investing shares. Having worked in the financial services industry myself, I was impressed by the price and transparency of fees, as well as the range of services on offer. Very happy with my investment also.

Financial research, planning and advice. Stuart listened to our needs and situation and developed a plan that suited us, he was very quick to respond and addressed every question we had.

We have had all our lost super consolidated, help with our life insurance, income protection, shown what we can do with everyday expense's to save money, and guided us with the purchase of our shears.