Afiniation - Manly (NSW)

Wilson Wang Nhan, a financial planner from Lewealth Financial Services, was incredibly helpful. His service was outstanding, and he always responded promptly. I highly recommend anyone who needs assistance with their insurance or wants to review their super to get in touch with him. Truly exceptional service from start to finish!

Nick Bendel Ive been a very happy customer of Secured Wealth for the past 14 months. Theyve done a great job to help me identify my goals and then create a plan to achieve them. Every step of the way, theyve provided very valuable advice around tax, investing and structuring, which has allowed me to do much more and get much better results than if I managed everything on my own. I trust them 100% and plan to remain a customer for many years to come.

Matt Mclennan Steve Daley at Healthcare Finance is so incredible! He has worked in the healthcare space for many years and so he has a complete understanding of the needs and wants of veterinary and dentistry small businesses. Steve Daley is always available to provide sound council, I am so grateful our paths have crossed.

S I recommend NSF, especially for serving military members and veterans. Wayne and the team helped us after the initiation of a transition from full time military service on medical grounds. They had the ability to clearly explain the interdependence of superannuation, insurance, compensation, and pensions and helped us make some informed and immediate decisions to improve our financial stability. The provided advice was also comprehensive and incorporated our personal goals. The team understand the challenges of transition and showed exceptional empathy and support at all times. Most importantly, we were assisted in purchasing a new home and felt supported during what may have been a complex and stressful process.

Pej Amir FMA has been providing CFO advisory services to our organisation for a number of years. Their team provides exactly what our growing business needs - clear visibility of our financials and expert guidance without the overhead of a full-time CFO. Theyve got a knack for explaining complex financial matters in practical terms, and their advice on systems and technology has helped streamline our operations. I appreciate their partnership in helping us work towards our business goals. Highly recommended for any business looking for professional financial guidance.