Wealth Creation Professionals - Miranda (NSW)

Srinivasan Nagarajan Nagarajan We have been ANZ customers over a period of 25 years and received some excellent support and service most of the time. But the service we received from Mrs Sushma Dhoopad at the ANZ St Ives branch yesterday was truly exceptional and it is way beyond what we expected. She was not simply helping us with what we sought, but took time to patiently explain to us other options that are way more beneficial and suitable to our needs. We wish to thank Sushma for the help. As a bonus, all this was done in a pleasant and efficient manner. ANZ will benefit by staff such as Sushma.

Vitali Loukachonok I would certainly recommend Alluna Finance and Todd McKeon. Todd found us the most competitive interest rate for our investment loan and also helped us through the process of making the switch. It was all done for us which saved us a lot of time and hussle. The support did not end there. Todd and his team assisted us in the investment property search and was always available to discuss potential opportunities. Patient with us being first time investors, Todd never put any pressure and tried to educate us in a considered and very professsional manner. I really appreciated his insights and good humor. All in all - great rates, great service and great people!

Pradeep Reddy Ashok is one of the reliable accountant you can trust, I am so happy with his work since Ive started tax return 5 years back. If you wanted to financial planning, then please meet Samy and Matt, they are the best advisers who guided me in the best possible way to manage my financials.

Jordan Naumovski We recently worked with Alex to secure a loan for our new car and refinance an existing loan, and we couldn’t be happier with the experience. From start to finish, Alex was professional, knowledgeable, and incredibly responsive. He took the time to understand our needs, explained every step clearly, and found us the best possible rates. Thanks to Alex, the entire process was stress-free and surprisingly quick. If you’re looking for someone who genuinely cares about getting you the best outcome, Alex is your guy. Highly recommend!