Logix Financial Services Melbourne - Caulfield South (VIC)

Rod Phin Weve been Mandate Financial clients for over 20 years now and Den and Danielle especially have been at our beck and call. Everything financial is explained in a down to earth way. As they say in the Mortein ad "when youre on a good thing, stick to it!"

Eleni D Competitive rates fast and easy service. Must’ve misheard the earlier rate for euro. But comparable and competitive with my usual currency exchange place. They are willing to match rates. Fast and easy transaction with no fees if you pay with debit card.

Jonathan Case We recently engaged Harry Harry Charalambous from Plan Assist to act as our selling agent for our two Sydney investment properties. Harry organised appraisals and marketing proposals from a number of real estate agents and then recommended the real estate agent he felt would work hardest to achieve the best sales results for us. Harry provided his expert opinion on what property preparations were important to gain the best result and worked with the real estate agent to manage all work to be done to a high standard. He also represented us during the negotiation process and provided honest and excellent advice. Being interstate Harry took all the stress out of the selling process for us. Harry was instrumental in achieving good sale prices without any stress. I strongly recommend Harry as a selling agent.

Shane Daly Spent yesterday afternoon with my partner in the dealership enquiring about buying a demo model car as part of their EOFY sale. We were really well looked after by Djuro on the sales team. He was super transparent, accomodating and did his best to get us the car model and colour that we were looking for. I got a really good vibe and really would not hesitate to recommend Djuro and the dealership to my friends and family.

JGF JGF When mother had to enter the aged care system, Mary and her team at MD Financial Planning provided invaluable assistance in navigating the complex bureaucratic maze ensuring that mothers’ transition was financially secure. Even now, several years later, Mary’s team continue to provide invaluable advice and help with ongoing financial matters. Professional and ethical.