Fin-X Wealth - Camberwell (VIC)

Sue Smith I would highly recommend Mark King and NeoWealth Management. I have been with NeoWealth for over 7 years now, and the advice, counsel and service I receive is always extremely well considered and researched, accurate and delivered with a sense of urgency and diligence. Mark goes above and beyond, always demonstrating his understanding of my goals and lifestyle needs, by being proactive, personable and caring of me and my family. I am in extremely safe and expert hands that maximize my current and future financial situation.

Carlo Ferrer I had an exceptional experience working with Jo. From start to finish, his communication was clear, consistent, and proactive. I was never left wondering what was happening. He kept me informed every step of the way with regular updates and explained everything in a way that was easy to understand. What really stood out was the range of options that was provided. Jo took the time to understand my needs and presented multiple tailored solutions, helping me feel confident in making the right decision. His professionalism, responsiveness, and genuine care made the entire process smooth and stress free. I highly recommend his services to anyone looking for a mortgage broker who truly goes above and beyond.

Leann Thompson I’ve been working with James Holt for the last eight months. During this time I found James to be trustworthy and honest in all aspects. James has helped me with a complex financial issue and secured a positive outcome for me. I am truly grateful for his hard work. Moving forward James and his colleagues Mel are setting into place a bright financial future for myself. James was recommended to me and I would also recommend Peninsula Wealth Management to others.

Talat Iqbal Being a first home buyer we were like kids in the property market. Luckily we were introduced to David Nassor from Barbican Finance Services. David is very friendly, has tonnes experience and someone who will go by the rule book and make you feel in safe hands all the time. I would highly recommend meeting David if you are new to market and looking for hasslfree closure.