Fortune Wealth Creation Group
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"Working with Rashesh has been a very reassuring experience. He is knowledgeable, professional, and most importantly,..."
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Word of Mouth financial planners in Carnegie receive an average rating of 4.9 based off 176 reviews.
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"Working with Rashesh has been a very reassuring experience. He is knowledgeable, professional, and most importantly,..."
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"My business partner and I met with Scott from the Wealthlab Team to discuss financial services for our small..."
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"John has helped me for many years now. When I first saw him I had another financial planner but they just sent me..."
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"Paul is very helpful and easy to talk to and that makes a big difference"
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"Paul has been my financial planner for many years. He's someone I trust as an adviser and as a person and I have..."
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"The team at Oakwood wealth management were amazing they helped me with my insurance and superannuation needs. Esteban..."
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"Four initial meetings at minimal cost to ascertain what our needs were and with no hard sell to engage the business..."
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"I have used Mike and his Team at MG Partners for over 10 years - my partner for over 5 years. They assist us with..."
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"I have recently moved my accounting to Maddern Financial, having been with a Sydney based accountant for many years...."
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"I have never ever felt the need to write a review until I had the pleasure of dealing with Brett @ MCG Advisory. The..."
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"5 stars isn't enough. Exceptional service. I cannot thank Angelo enough for his expertise, guidance, persistance,..."
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"I quite like the services provided here, the accountants are not cold and unfriendly as most have been in my past..."
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"Very knowledgeable. Personable and felt he had my best interests at heart. Very refreshing"
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"I ran my own successful super fund whilst working full time. After I retired, I found it all too much.The Financial..."
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"Yes i had a similar experience - although they now go by the name AJ Financial Planning! My plan was innovative and..."
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"A detailed financial plan was established. Regular reviews and modifications are also part of the service. The..."
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"They knew what they were talking about. Easy to get straight forward answers, very down to earth. If you need to..."
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"Someone you can trust with your financial planning needs I met with Abe to discuss financial planning in..."
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"I have become a personal client in the last 4 months. Planning Partners has made sorting out my superannuation,..."
Showing 20 of 25 businesses
In total, 217 jobs have recently been posted for financial planners on the Word of Mouth jobs marketplace, with 1 in Carnegie. The average quote response time is 13 minutes. Quotes sent back through the marketplace average $3,135 for a fixed-price job, and $257.00 an hour where the work is quoted hourly. These are quotes, not final invoices.
13 financial planners have submitted licence details, which our support team has manually verified. These were accurate at the time of submission, but we recommend checking official registers to confirm they continue to remain valid before hiring any business.
Trade licences shown on the listing when the business has supplied them, with the licence number.
Where enough customers have reported it, the listing shows the typical price range for the job they reviewed.
Australians have been reviewing local businesses here since 2007. How we handle reviews, disputes and removals is set out in our Fair Play Policy.
Always Appreciate the quality advice given to me from the team
Paul has been my financial planner for many years. He's someone I trust as an adviser and as a person and I have referred my family and friends to him. I can always rely on Paul to give me the righ...