Top 15Financial Services in in Chatswood NSW

Elisabeth Rassmussen I had the pleasure of meeting Greg from Financial Spectrum, who impressed me with his professionalism and attentive listening skills. He provided invaluable insights into the intricate web of financial decision-making, which ultimately enabled me to purchase my first home. Im thrilled about the prospects of my future, and I wholeheartedly endorse Greg and his team at Financial Spectrum for their strategic and impartial advice.

Alky Avramides Greg and his team have helped my wife and I navigate through some tricky financial headwinds. He’s a very down to earth and personable advisor with a sense of humour too. He has always prioritized our personal and family goals as he steered us through various strategies to properly secure our daily living and future retirement goals. Communication is always available and direct. We feel very confident and appreciative of his ongoing advise and support. Highly recommended !

Amanda Martin MWL Melbourne is the worst of the worst. My husband who passed away 2 years ago had been contacted by MWL and we were promised great investment advice. MWL invested approximately $220,000.00 of my deceased husband and my super with Shield Master Fund (Keystone Asset Management Ltd), which ASIC obtained orders from the Federal Court to freeze assets. I have asked for my late husbands signed portfolio, but they are not giving it to me. I have lost my husband and all our super. Due to MWL, I have no future.

Raff Guarascio Probably the worst customer service, well not so much as worst but non existent. No email response despite follow ups, multiple phone calls always being advised some excuse or reason why no one can get back to me. Do not bother with this mob they just want to take your money, once they have you dont matter anymore.

chamindika konara We had a somewhat complicated home building project that took nearly 15 months to complete, throughout this process, Lians exceptional knowledge, negotiation skills, customer service, and ability to manage tough situations made sure we got this project over the line. Lian made something that could have easily been very stressful, an easy process to navigate. Couldnt recommend her more!

Reza Pirmoradi I started working with Lian as my broker since 2018 and I have been fortunate to use her excellent service for my Owner Occupied, Investment and refinancing loans. Shes hard working, quick when required, and very meticulous for all the details, offering the best options possible. Definitely will work with Lian again.

arushi bhatt I’ve had the pleasure of working with Wellson Sugiarto from Providence Financial, and I can confidently say he is an outstanding financial adviser. He truly takes the time to understand his clients’ goals and always puts their financial wellbeing first. Wellson is professional, approachable, and extremely knowledgeable. He explains complex financial matters in a clear and simple way, making it easy to make informed decisions. What really stands out is his genuine care for his clients – he doesn’t just focus on numbers, but on building long-term financial security and peace of mind. If you’re looking for a financial adviser who is trustworthy, proactive, and always has your best interests at heart, I highly recommend Wellson.

Ronaldi Laksana Wellson helped with my financial mortgage advice. He is very knowledgeable, proactively giving the best suggestions and directions. Wellson has been invaluable in assisting us deciding our needs. I would highly recommend him and the Providence team for their professional and superb service.

Joey Wu Awesome work delivered by Loanlink . Will recommend to all our family and friends! Very professional and efficient through out the whole journey: negotiation with banks, preparation of documents and coordination with all parties.

Jenny Z Very professional service. They provided a number of competitive options for my needs and explained the features and benefits of each so that I could make an informed choice. I would highly recommend !

Yvette Just I would not recommend this firm to anyone! Whilst selling my practice this year I was alerted to the fact that my trust deed had not been set up according to the way my accountant had insisted he had set this up for me 5 years ago. This caused several months delay in the sale process, tens of thousands of dollars of lost revenue and additional legal expenses incurred from my solicitor. When I told them they needed to correct this they eventually had their legal team draw up the necessary documents but only after many phone calls and emails from me continually chasing this up. I told the new account manager that I did not expect to see an account for this work as it was an error on their behalf. Guess what! For the last few months their finance team have been harassing me TO PAY FOR THEIR MISTAKE! Even going as far as threatening me with debt collectors. Disgraceful! And not even an apology....

Kathryn Hutchins I have found the service at MWL Financial Services to be less than effective. For two straight forward tax returns it has taken three months for the tax returns to be actioned. With numerous follow ups to MWL financial services to get each step actioned. MWL came recommended and yet the service to date has been very poor with absolutely no follow up. Unfortunately I would not recommend.

Melissa Xu Professional and friendly advise! Great job! I had a fantastic experience working with Adam. He is incredibly professional, enthusiastic, and always quick to provide tailored advice and solutions. Adam made the whole process smooth and stress-free with his expertise and clear communication. He’s truly an outstanding broker — highly recommended to anyone looking for reliable and top-notch service!

Xu (Blooding) I was super happy that I chose this company for refinancing my home loan, special thanks to Henry. The service provided for the whole process was absolutely out of expectation. Henry was easy to talk to and very patient with answering all my questions and confusions. The whole process is not as smooth as always due to some external reason. But they definitely are a problem solver, Henry helped to come up with a plan and recommendations that work well with my situation which I really appreciate. Highly recommend!

David Youngbae Chae Throughout my refinancing process, Alice was responsive, informative and kind from beginning to end. With exceptional service and quick turnarounds, I am certain that Forward Financial Solutions will be my go-to mortgage broker from hereon. Ive already recommended Alice to multiple friends and family members as well. Thank you, Alice, for your professionalism, hard-working nature and attentiveness.

Helin Kayabekman Alice was excellent! Her prompt response and clarity in explaining various options made it easy to understand what sometimes feel like complex financial jargons. With her help, I was able to refinance my home loan at a considerably better rate with a fast turnaround. Thanks Alice!

Peter Callow Helping our family for decades.

Martin Hampton Great financial advice from super smart and friendly team. They also organise interesting seminars for clients. Best decision we ever made was getting their advice.

Bill Papas I love Westpac, they have lots of money to go around. Enough for a Greek holiday!

Barry Edwards In my experience of investing with westpac, I did not receive advice as purported I would, and lost my savings, rating out of ten, ZERO

Dylan Great service, the people there are very nice and they got me out of a tough situation. I wouldnt know what to do with my money without them.

jeff brown Simon and team have been very helpful and understanding in answering questions about the vagaries of superannuation and options. I would use them again without hesitation.

Kamal Singh We were looking for a fiduciary financial advisor in the neighbourhood to help us get our wealth plan underway. Simon and the team did a great job.

Janelle Stock We met Quantum Financial for the first time earlier this year after being under whelmed with our current advisor. We sort honest, independent and knowledgeable advice and found it in Claire and the Quantum Financial team. Whilst our relationship with Quantum Financial has only just began we have already experienced the level of trust, integrity and level of tailored advice that others have spoken of and the team’s passion for finance. We would not hesitate to recommend Claire and the team to any of our family and friends.

Stephen and Cherry Harman We have been clients of Quantum Financial since 2014, and are happy to provide a very positive rating on them. Prior to Quantum Financial, we had been clients of one of the big Australian financial institutions for over 12 years, but terminated that relationship as we were receiving poor service levels whilst paying high fees. The adverse outcome of ASIC’s investigation into the institution was the final straw. At Quantum Financial, principals Tim and Claire Mackay and their support team take a structured approach and have been good to work with. They take great care to get to know their clients and ensure their needs are met. We’re happy with the financial advice we get from Quantum. It’s middle of the road and logically sound, which should achieve the financial goals we are seeking. We have a warm and happy feeling in our dealings with Tim and Claire, and the rest of their team. It’s as if we have joined a family. Quantum’s fees are fixed, agreed annually in advance and based on anticipated workload rather than portfolio size. This provides us transparency and reassurance that their advice is independent and not swayed by commission income. Quantum Financial are not cheap, but we feel their fees are acceptable for the level of personal service provided. An important consideration for us when choosing a financial adviser was the assistance that would be provided to the survivor, should the more financially-literate spouse die suddenly or lose capacity. We have every confidence that high levels of support would be available from Tim and Claire should the need arise, which is very reassuring.

Carolyn Kefford Tim Mackay has been assisting us with financial advice for 4 years now and during this entire period he has never failed to give us sound and wise advice. He is very respectful of our ideas and answers all of our questions. Tim is also very honest and tempers his sound advice with a sense of humour which helps when dealing with money, markets and looking out for our futures. We are very grateful that we have found a financial advisor whom we can trust.