Mary Bahrami I highly recommend Jake and the team at Bridgewood Private Wealth. Jake is switched on, honest, proactive, attentive and very helpful. No question is a silly question & hes very personable. Being transparent at all times, he has given me the best possible advice over the last 7 years.
Monica Wangmann In July 2024 we received excellent, prompt, independent financial retirement advice from Simon Thompson at Acumen Asset Management, Glen Iris. I highly recommend them for their knowledge, commitment to clients, communication and integrity.
Eddie Costa Michael and Sam were superful helpful, responsive, friendly and very experienced. No question was too easy or stupid to ask with them. Would recommend to friends and family.