Own Path Financial Planning - Greensborough (VIC)

5 /5 Elly Minos: My husband and I would highly recommend Andrew and Kellyanne Ames for welcoming us and for providing expert financial advice. A couple of years ago we were assisted to navigate the complex transition of our father into Aged Care and we were very happy with the result. Recently, we needed financial assistance in regards to our retirement and we were very happy with the financial path and the integrity and assurance that both Andrew and Kellyanne provided. We have no hesitation in recommending Own Path Financial Planning to anyone looking for expert financial advice.

5 /5 Andrea Stokes: From the outset we were very impressed with the professionalism of Own Path Consulting, the team offered us a personalised service and quickly built a trusting relationship for the understanding of our future goals. In providing options for our consideration, designing a tailored plan and implementing our choices we were always confident during each step of the process. Based on our personal experience we highly recommend Own Path Consulting to anyone seeking independent financial advice as they are friendly, helpful, and responsive and deliver an exceptional personalised and professional service. Graham and Andrea.

5 /5 connie forte: Own Path Financial Planning has been tremendous in navigating our financial concerns regarding our recent Downziser and managed funds. Andrew, was able to explain Centrelink rules, Hereditary tax Andrew is up-to-date with rules & regulations he courteous and professional. Would highly recommend .

5 /5 Geoff Porteous: We have known Andrew for many years through CBA and had no hesitation in moving across with Own Path.Andrew’s advice with Super, MYGOV, CENTRELINK has been invaluable.Over the years we have become good friends, always happy to have a chat and sort out any queries we have. We have a lot of trust in Andrew and have no hesitation in recommending him. Geoff and Jan

5 /5 marzia trebilcock: Andrew has been our financial advisor for many years. He takes the time to get to know you, your needs and expectations. Andrew is professional, approachable and knowledgeable. He has given us a better understanding of our circumstances in retirement and beyond. We are so grateful that you, Andrew, are our advisor and have no hesitation in recommending you to family and friends. Graeme and Marzia