Financial Essence - Clayton (VIC)

Ruki B In the two-and-a-half years since we signed up with Sherpa, we have been impressed with the professionalism of Nik and his team. From day one Nik has provided us with quality personalized financial advice which is always backed by knowledge of the financial markets and Sherpas detailed analysis of products offered to us. While previous financial advisors had, for us, only focused on how our super was invested, Nik looked at our assets and liabilities and came up with strategies that really worked for us in meeting our lifestyle wishes and goals. We were able to retire from our jobs and we feel confident that our finances are well looked after and managed into the future.

Ben Alder This branch has been really good to me. Helping me through the beginnings of my mortgage. Top tier service

Andrew Honan Both Andrew Bures and Ivan Popkowski were fantastic. They navigated us through the various lending options and gave us a great financial deal. It was a difficult time for us, what with the high interest rates but at all stages they gave us the confidence that we were on the right track. They were meticulous in all their detail documentation, were on top of all the issues and kept us informed on all developments.