FINPOS - Oatley (NSW)

Lachlan Atkins Cant recommend Daniel from mortgage choice enough! I came to daniel looking to sell my first property and acquire my dream property up the coast which he worked with me to make sure that dream became a reality. The whole process I was informed on everything that was happening and he went out of his way to keep me in contact through the whole process reassuring me and being true to his word. He made a stressful situation alot easier.

Tara Cameron-Smith We’ve been with the Practice for several years now and couldn’t be happier with the support we’ve received. The entire team is approachable, knowledgeable, and genuinely invested in helping us achieve the best outcomes—both with tax planning and through their brokerage services. It’s reassuring knowing we have such a dedicated team behind us as our business continues to grow.

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!