Australian Financial Planning Group (AFPG) Pty Ltd - Melbourne (VIC)

Annie Delaine We first engaged David Linco from Davlin Wealth Management when I was in the process of cutting back on work and my husband had retired. Our finances where complicated with a few properties invested some doing ok and some doing not so well and large debt. David helped us confidently negotiate this road and manage the transition to us both being retired and in a comfortable position to enjoy our next chapter. We live in South Australia and where able to have our meetings with David from the comfort of our home using a computer video meeting forum. David was a delight to work with and we where sad to say goodbye as we are now in a position to manage our own affairs. We sincerly wish David and his team well and highly recommend them to anyone wishing to use a finaical planner.

J W Thank you Peter for assisting me with my tax obligations! After living abroad for so long and returning to Australia, finding someone who is genuinely kind and so helpful is not always easy but you were a blessing! I am so happy our paths crossed! You’re a keeper Peter!!!

Ximuoi I had the pleasure of working with “Raj Mrock” at “Mortgage Guru” on my latest investment property, and the experience was outstanding. As an experienced investor, I’ve dealt with numerous mortgage brokers over the years, but Raj truly stands out. Raj possesses an exceptional understanding of the investment market and provided invaluable insights that helped me make informed decisions. Their ability to navigate the complexities of investment property financing is impressive, and they were always one step ahead, anticipating potential challenges and proactively addressing them. What sets Raj apart is their personalized approach. They took the time to understand my specific investment goals and tailored their recommendations accordingly. The mortgage solutions they presented were not only competitive but also aligned perfectly with my long-term strategy. Throughout the process, communication was top-notch. Raj was always available to answer my questions and provided timely updates, ensuring a smooth and efficient transaction. Their professionalism and dedication to client success are evident in every interaction. I highly recommend “Raj Mrock” at “Mortgage Guru” to any investor looking for a knowledgeable and reliable mortgage broker. Their expertise, commitment, and personalized service make them a valuable partner in any investment journey. Thank you, Raj, for your exceptional support and for helping me secure an excellent mortgage deal for my latest property!

Eric Ohlson Yvonne and Paras have been great. Their focus seems to be on what WE want and where WE want to take our financial future. I know we can trust them, and they have resources behind them that give me comfort that our investments are in the right place.

Ash Carr Mark Rogers was brilliant throughout the whole process. We needed our home loan approved within a tight timeframe and Mark put in extra effort to get that sorted for us, his communication skills were excellent, he was great to chat to and he was also very knowledgeable. We are very happy we managed to secure our home loan quickly thanks to Mark.