establishment,finance,point_of_interest

Finnia Wealth - Abbotsford (VIC)

Address: 🏡 Level 1, East Wing/70 Trenerry Cres, Abbotsford VIC 3067, Australia

Phone : +61 (03) 7033 0281

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Weeekly open hour:

Where is Finnia Wealth 🏡?
Level 1, East Wing/70 Trenerry Cres, Abbotsford VIC 3067, Australia
What is the phone number Finnia Wealth 📱?
(03) 7033 0281
What Clients Are Saying Finnia Wealth (GG)

5 /5 Kylie Smith: I find John to be knowledgeable and reliable with his financial advice, while being friendly, down to earth and interested in my life . Hes been so patient while working with me , taking time to explain all the lingo and strategies in the world of financial matters , which , I admit , I struggle to understand! He worked hard to get my affairs in order which are working in my favour. I was so impressed with John that I referred him to my partner. I knew he would give him the best advice ! My partner has received generous tax deductions and is now in a more rewarding super fund thanks to Johns knowledge and professionalism. I have no hesitation in recommending John :)

5 /5 stephen borg: I have had a very positive experience dealing with John as my financial adviser. He assisted me in processing an income protection claim. I was impressed by his expertise in retirement planning. He used strategies that resulted in significant tax deductions and helped me build up my retirement funds. I highly recommend John as a financial adviser.

5 /5 Christine Ross: We have been working with John for a couple of years. He has helped us to identify ways to reduce our tax outlay and increase the returns on our retirement package by better allocation of funds. Would definitely recommend John.

5 /5 Grant Ryan: We have found John Shelton, Financial Adviser to be friendly, enthusiastic and reliable, responding quickly to our enquiries; as does Imelda, Senior Accounts Administrator. John listens and works with us to achieve the most beneficial course of action to suit our needs. To date, we have not been disappointed with the outcomes. We have had several financial advisers over the years, who have moved on for various reasons, but John is the first financial adviser we have felt totally confident in and who has delivered very pleasing results. We would be very surprised if you didnt share the same experience. "The Ryans" 60+

5 /5 ray Jones: When our adviser for many years retired, John Sheldon took over the management of our SMSF. John reviewed our investments and his advice has been most rewarding in terms of our investments. John is caring, professional and is accessible at all times. We would not hesitate to recommend him to any future client. Helen and Ray
Travel route Finnia Wealth
Google map: https://www.google.com/maps/place/?q=place_id:ChIJ_-4vagpD1moRfy0nmzK0zvk

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