Owen Partners - Kew (VIC)

5 /5 June Collini: Richard Owen has been my financial advisor for many years, and more recently that of my partner also, and we have always been very happy with the prompt attention to any query from both Richard and Diana Chavez, and with the advice received. Highly recommended.

5 /5 June Collini: Richard Owen has been my financial advisor for many years, and more recently for my partner also, and he and Diana Chavez have always responded promptly and with good advice whenever we have needed them. Highly recommended.

5 /5 Jack Terry: Weve been working with Richard and Di at Owen Partners for some time now, and couldnt be happier with their services. Di is incredibly organised, always on top of everything, and ensures things get done in a timely manner—often following up with us when life gets busy and we lose track. Richard brings a wealth of knowledge to the table and has been an invaluable resource in guiding us through our financial planning. I think what we value most is the confidence and reassurance we feel knowing our financial decisions are backed by decades of experience. It brings us real peace of mind, and removes the stress of second-guessing or having to constantly double-check if were on the right track.

5 /5 Roxi & Shaun: Owen Partners (Richard & Di) are a fantastic team of professionals that have SAVED & EARNT US much more than we ever thought possible with great assistance. Their efforts have included amazing financial PLANNING for early semi retirement, then later dealing with Centrelink for any further benefits. At the time of this review we are fortunate, able & have chosen to still work even if just casual or part+time or as much as we can to improve our situation the best way. They continue to help us report to Centrelink accurately & stress free. We are in our fifties & sixties---We rarely do reviews but highly recommend them & suggest start with them even in your forties if possible but anytime should help.... the SOONER the BETTER-OFF you will be. We are definitely still continuing with their services for a long time 14.9.25 and beyond.

5 /5 margaret taylor: I have been a client of Owen Partners since 2019. Richard and his team always deliver professional planning advice and have given me the confidence to begin my transition to retirement, knowing they have my best interests at heart. Richard and Diana have always responded to my questions and requests with honest and trustworthy guidance and I’m reassured that the future of my finances is in good hands. I have recommended Owen and Partners to a number of my friends and family and will continue to recommend their good practice to others.