Investment Planning Services - Mulgrave (VIC)

Chris Jones spoke to ol Charles, great customer service. gave me the heads up in regards to loans with abn and what the process is.. I didnt end up taking the loan out but i gotta tell ya, 5/5 star rating for this guy! honest.

Spacious Sorrento Retreat The Ashfords finance team (George and Steven) worked tirelessly to deliver an excellent refinance result for our complex situation. They understood the requirements and were able to convince one of the Big Four to tailor a suite of loans and accounts which have both simplified our position and delivered greater flexibility. We are now in a much stronger financial position than before. Would definitely recommend approaching Ashfords Finance for lending advice and broking services.

Penny Houlihan Recommended by a friend, we are very happy with the experience and service we received from Finnegan Partners. Ben and his team organised our Individual and Business tax returns in a prompt, friendly & professional way. Thank you Ben and your team for all your assistance.

Ashlee Hodge Lana at Lifecycle Finance was absolutely amazing to work with during the purchase of my first property. As my mortgage broker, she was incredibly warm, kind, and professional throughout the entire process. She took the time to explain everything clearly and made sure I felt comfortable and informed at every step. No question was ever too small—she was always happy to help. Thanks to her guidance and support, I was able to secure the best option for my situation. I’m so grateful for her help and would highly recommend her to anyone!

Parveen Jang One of the best professional accounting service, I ever seen. Very good with documentation and advice. Alway ready to help. Service provided with personal tax returns, business accounting, self managed super funds and investment.