Boston Financial Planning - Sandringham (VIC)

Pradeep Peiris I have been a loyal client of SM Wilson & Associates for over 25 years, and I cant speak highly enough about their exceptional service. Steve is incredibly knowledgeable and approachable, always ready to provide the best tax advice and support. The customer service at this firm is of a very high calibre, consistently exceeding my expectations. SM Wilson & Associates is a well-established accounting firm with a wealth of experience, making them the best choice for all your tax and financial needs. I would strongly recommend their services to anyone looking to get high quality tax advice.

Joel Carroll Absolutely great service, highly recommended.

joshua fernandez I recently refinanced my home with Anastasia at rate market she was absolutely amazing from start to finish. Anastasia was very knowledgeable with everything I asked her she did everything she said she would and some she worked tirelessly to get my lone done as quick as possible Evan working after hours. I cannot recommend Anastasia enough I will definitely be using her services and expertise in the future. If I could give here 10 stars I would. Definitely recommend highly recommend

Grace Chen Ive been a finance broker with SFG for five years now, and its been an exceptional journey. From the moment I joined, Ive never looked back. The support from Marcus OBrien, William Lockett, and the entire team has been outstanding. Whenever I needed assistance or guidance, they were there, ensuring my success every step of the way. One of the aspects that truly sets SFG apart is their cutting-edge technology. Its streamlined our processes, making our work more efficient and effective. And lets not forget about payments—getting paid on time is crucial in our industry, and SFG has consistently delivered. I wholeheartedly recommend SFG to any finance professional looking for a supportive network, top-notch technology, and reliability when it comes to payments. Thank you, SFG, Marcus, William, and the team, for your unwavering support and commitment to excellence!

H John Just purchased my first investment property with the help of working with Justin. His wealth of knowledge not only with the finance side of the things but in many aspects made bouncing ideas around and coming to the best outcome for my situation easy. His down to earth nature and approachability made him just a phone call away the entire time and my experience was much easier and positive. He could always answer my questions and explained all the reasons behind his guidance when we were discussing things such as lenders and future goals, making sure my intentions and plans were first priority. Definitely recommend Justin for anyone looking at a purchase no matter if it’s owner occupied or investment or even just to reach out with questions. Looking forward to coming back soon and working with Justin again. Cheers