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“Although financial planning services are an expensive matter, this group give a free first appointment without obligation. The waiting room had”…
“Really great Financial Planning practice. Very trustworthy and they get a great overview of your personal situation and put together a strategy that”…
“Small job completed with efficiency and effectiveness. Thanks. ”…
“Thanks so much to Justin and the team at Devon Partners. The process in changing and setting up new income protection insurance was seamless. Justin”…
“I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs,”…
“Helped us refinance. John came to our home and provided us with simple information, excellent service & no cost to us whatsoever! Free service. He”…
“The SMSF administration, accounting and investment service The combination of an administration and accounting service with investment advice has”…
“Have been a client with this Planning Firm for years and they still provide consistent quality service with good returns on my investment portfolio.”…
“James has been our financial adviser for many years and manages our Superannuation and a small investment portfolio. He has always kept us informed on”…
“This business provides a personalised service offering advice on financial planning and in particular superannuation. They are a small group, very”…
“I was offered a free ticket to Booming in the Bust which was a 3-day seminar hosted by Global 1 Training. They had organised 12 of the world's highly”…
“Four initial meetings at minimal cost to ascertain what our needs were and with no hard sell to engage the business long-term. After a full”…
“Ramon is amazing. They never say NO. There is always a solution available to every problem and not only they provide best possible solution but they”…
“I have been using Tony since I retired in 2010. He set up my self managed super fund and organised for all my super payments and other lump sums were”…
“I first met Peter when he arrived at our door and I was thinking here we go...what has my husband signed us up for now??? Well wasn't I suprised at”…
“My finances and super were in a real mess. I called up and spoke to the lovely receptionist who was able to get me an appointment with the company's”…
“Bryce was very professional and friendly to deal with. He assisted me in finding the best life insurance deal suitable to my circumstances and I felt”…
“Financial Planning Practice Age Care ”…
“I chose GDA as they are independently owned and licensed. This means they can advise and recommend products which suit my requirements, rather than a”…
“I have been seeing Caleb now for around 4 years for financial advice. He has helped my wife and I with out financial goals as they have changed in”…
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