Bamboo Wealth Financial Planning - Coburg (VIC)

Richard Peyton We were very lucky to have been directed to Chris Nothling as a specialist who could assist us negotiate the many complexities and pitfalls associated with difficult and emotional task of entering our mother into the Aged Care system. Chris was very personable, thorough, clear in explanation, and modelled some options that enabled us to adopt the most suitable direction. He was also very agreeable to collaborating with Mum’s own Financial Advisor in the process. We were particularly relieved to learn that the Alteris team could then implement the majority of our plan by navigating the requirements of the many Government agencies involved in the process. This was certainly a weight off our shoulders. We will certainly recommend Chris to anyone looking to enter a loved one into Aged Care. Some 4 years after writing the above review I can honestly say that Alteris have carried on the great work! Following implementation of the developed plan, we further engaged Alteris Lifetime Serive Offer to act as our Nominee to liaise with the various Government Agencies and the Aged Care Facility to ensure that the relevant charges were applied correctly. This followed the submission to Alteris, on a quarterly basis, financial updates of our Mothers assets. The various Alteris agents we liased with over the 4 years always acted with diligence and professionalism. I cannot emphasise enough how this liaison helped us with the navigation of such a complex area!

Matt McGrath Kiran is warm and professional. he went above and beyond, working so hard to secure a brilliant deal. The whole process was easy, and I have a great loan. Highly, highly recommend! Thank you Kiran!

Elle Monteleone When only the best will do! Where do I even begin to explain my experience. Nicole at OBriens real estate is one of the best real estate agents Ive ever been lucky to find and work with. In the end it felt like I was with friends and could trust them and ultimately found my dream holiday home with a dream seller! Just ​amazing! The words thank you dont seem to be enough. The best in the business! Thanks Nicole!

Gareth Carr Kellie helped us from start to finish buying our first home. She made the process painless and easy to understand at every step of the way. I would highly recommend her services.

Toula vala We had a great experience with Sean at Conquer Finance. He was super helpful, easy to talk to, and made the whole process so much less stressful. Sean was incredibly knowledgeable and kept us in the loop every step of the way. We highly recommend Sean and the team!