Australia Post - Wahroonga Post Shop - Wahroonga (NSW)

Jenny Tynan Friendly team, knowledgeable Advisers.

Jeff Gordon I have known Andrew Havers from Monumental Private Wealth for many years and he has been my Financial Planner helping me plan my future taking into account my salary, assets, life plan, tax situation, retirement info etc. About a year ago he saved me $14,000 in tax by clever advice utilizing money paid into super. His experience and knowledge are first class and he is right up to date with what is happening in Australia and overseas with share markets, trends and being aware of lots of information that enables him to give great advice to his clients like me. My superannuation has grown rapidly assisted by Andrew’s clever investing and planning for my future. Highly recommend Andrew whether you are an employee or business owner!

Gagan M Sachdeva Fantastic Service! So glad I went with Proactive Lending. Shaun is so helpful and the best thing about his service is that he will guide you through the entire process personally. He will always check on you to see how things are moving and send you alerts from time to time, if required. Thank you Shaun and Team!

Rosemary Diodati My husband and I found Lucy to be extremely helpful, she went the extra mile to investigate our finances and was happy to answer my queries after hours. Lucy gave us many options taking our business further and although this is our first tax return with Elite, we definitely will be a forever customer. Thank you again Lucy!