3Point Insurance - Murrumbeena (VIC)

Alan Forte I have been with Lakeside Financial for many years. Ross and his team advised me on the best available insurance policies with true level premiums which meant that I could afford to continue with Trauma and Income Protection as I got older. When I did develop serious health issues, Lakeside supported me all the way with my claims. I am very grateful for their help and honest advice.

Helen Stevenson Fabulous licensee. Capstones extensive back-office team provide the capability of delivering all services that are promised - across IT, compliance, marketing, revenue, etc. I have been part of the Capstone network for approximately 5 years and am delighted with the services I receive. The team are extremely knowledgeable and are always happy to assist as needed. I would recommend Capstone to any adviser seeking to go out on their own.

Monica Wangmann In July 2024 we received excellent, prompt, independent financial retirement advice from Simon Thompson at Acumen Asset Management, Glen Iris. I highly recommend them for their knowledge, commitment to clients, communication and integrity.

Adele Dunston We delt with Mark. He was always helpful and no question was a silly one. Very easy to chat with and always kept us updated. Highly recommend him and will use him again.

Zhao Angie Thanks Kathryn for helping with loan application for my family. Kathryn has been professional, patient, and attentive throughout the entire process. She answered all our questions clearly, which gave us great confidence in working with her. She also made sure to inform us in advance of all the details and important points when dealing with third parties. We are truly grateful for her help! We would strong recommend this company to anyone who needs help.