The Wealth Game - Balgowlah (NSW)

Rudy Morskate We have met with Morgan on a number of occasions now and with each visit we have been impressed with the knowledge and advise given. We found Morgan easy to talk to and he explained things in a manner that was easy to understand. If you are looking for someone to assist with your investments or retirement needs then we would highly recommend you speak to Morgan and the team at Lane Financial, their advise and assistance has enabled us to transition to retirement earlier than we had thought possible. Looking forward to our next and future visits Thanks Morgan

ella cutbush Georgia has been such a great support for us in trying to navigate our tax this year. My husband has only been working as a sole trader for a year and there is a lot of additional processes and loopholes werent aware of. Georgia not only helped us to get organized, but set up our GST, created personalized spreadsheets that are easy to use (a big tick for us!) and is saving us hundreds in the process. Her communication has been clear and informative without confusing us in the process. She is incredibly patient with our millions of questions and always responds quickly to any queries we have had. I couldnt recommend Georgia highly enough if you are needing someone to take the pressure of organizing your business and creating streamlined processes for you to keep organized throughout the year.

Cassandra Ellis Wouldnt give them a 1 star! Had Briony as our financial adviser had everything done and she completely ignored us and our emails. When she did reply 5 months later saying she will finish our application that week we again didnt hear from her. Only to then find out she left this company. Had Paul call and he was just rude from the start on the phone, advised him we werent happy and he just said move on as that was in the past. Im sorry but no need to be rude, weve waited 10months to still have nothing in place and all you say is move on.. definitely wont be going there.

Nomi makkar The team at Biznerve is fantastic. Harkiran is very response. Helped us with our loan for our first home. Providing this feedback after more than one year. Even after the loan (his job) was done, he was always there just a phone call away. Available for any query, big or small. Guided properly. Also, recommended my friend and he assisted her as well with the loan process. is my first choice as a broker.