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“Very knowledgeable. Personable and felt he had my best interests at heart. Very refreshing”…
“Yes i had a similar experience - although they now go by the name AJ Financial Planning! My plan was innovative and the regular market updates they”…
“The team at Oakwood wealth management were amazing they helped me with my insurance and superannuation needs. Esteban is a true expert and a great”…
“Brent is extremely approachable and knowledgeable. He put together a portfolio that has been working really well for us. Highly recommended!!”…
“Wife and I needed a review of our plans for retirement including our SMSF. Brett was really good at explaining everything and drawing up the”…
“I quite like the services provided here, the accountants are not cold and unfriendly as most have been in my past experiences there is always a warmth”…
“Overhaul our current financial plan. Establish a new management and administration system. Introduce us to the stock broker's advice and passing on”…
“Run Meretz from Equity Financial Services was the adviser who assisted my wife I. We had a number of small super funds in different places and Run”…
“I ran my own successful super fund whilst working full time. After I retired, I found it all too much.The Financial Advisor I was recomended by my”…
“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”…
“I've been a client of K Partners Accountants & Financial Consultants for about 18 months. The services they offer include: Accounting & Tax”…
“They knew what they were talking about. Easy to get straight forward answers, very down to earth. If you need to Refinance or get Financial Plan this”…
“Someone you can trust with your financial planning needs I met with Abe to discuss financial planning in particular superannuation. He is very”…
“I found this company up to date with all superannuation products and was happy with the advice that I was given”…
“I have never seen a Financial Adviser, but saw the unme team as I was interested in how they build healthy living into budgets and wealth plans.”…
“Darryl was extremely helpful in our quest for finance and property investing. He acted very quickly and the information he provided was useful and”…
“Scott at Continuous Wealth has been our financial adviser for over 10 years. He's helped us grow our investment portfolio and setup our own self”…
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