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BBS Financial Solutions - Croydon (VIC)

Address: 🏡 7 Chateau Cl, Croydon VIC 3136, Australia
Phone : +61 0400 430 417
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Weeekly open hour:

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6 Bank, Branch, Financial Group, Finance, Capital, Wealth, Investment, Advisory, Partners in Croydon VIC: 1.BBS Financial Solutions, 2.Hendrie Financial Planning, 3.Considines Financial Services Pty Ltd., 4.Tompkins Financial Services Tompkins Financial Services, 5.CLY Financial Planning Croydon, 6.East Coast Financial, Top 6 Financial Services in Croydon, VIC

The Finance Shop - VIC

LifeScope Wealth Advisory Pty Ltd - VIC

Robert Marjolin Thank you for your invaluable help and financial advice. Sonal is an amazing and very knowledgeable financial advisor. The best I have met so far. She will only work in the best interests of her clients. I highly recommend her service to anyone who wish to prepare for their financial future. Big THANK YOU to Lifescope Wealth.
5 /5

Priority Concepts Investment & Retirement Planning - VIC

Dr Brett Davies (Legal Consolidated) Great and well respected group.
5 /5

Blazer Wealth - VIC

Dan Ryan We have been with BLAZER WEALTH (Tony Blazevski and Carolina) since I was a youngish executive (CEO for a not-for-profit in Adelaide). That was about 15 years ago now and I have just retired. In those early years, Tony visited my team in Adelaide from Melbourne on a number of occasions as part of a HR/Superannuation and potential wealth-creation opportunity for my staff and managers... also at that time, (after introduction) Tony took over the superannuation portfolio for my NATIONAL organisation - he became the preferred financial advisor for Scouts Australias national staff and executive managers. Tony has successfully developed close ties with the whole National team and has not only provided the most sound advice to our individual staff and managers (including CEOs) for superannuation and personal wealth creation, he has also closely assisted with the development of individual portfolios to specifically address each clients capacity and needs. From the junior employee starting out, to our most senior managers. I am delighted to advise that Tony has proven to be the go-to advisor for our employees and senior management. I believe his ongoing advisory and plan development success is based on his cutting edge knowledge, his ability to see what is allowable in the morass of legislation, and, more importantly, his passion to see others flourish and benefit from his (and his teams) leadership. His great strength is to anticipate markets, find opportunities and solutions and build portfolios for wealth for those that love high-end living as well as those that are very conservative. I have been very proud to have introduced him to my own team and to my wider National organisation - where he has indeed made a significant difference to their life-chances and retirement outcomes. In my personal case... after taking us (my wife and I) from a vanilla superannuation plan to where we are now after 15 years... I am, and will always be, forever grateful to him and his lovely wife Carolina. Thank you Tony Blazevski for your wisdom, your patience to me and Sharon, and for where we are today - financially comfortable, requiring nothing, content and loving life in the start of our retirement. Did I mention that Tony set us up with income protection and trauma insurances which unfortunately I needed to access in 2020. The heart attack stopped me, but was covered under his plan for us. Tony, we owe our financial strength and independence to you and BLAZERWEALTH! THANK YOU!
5 /5