Phoenix Loan Consulting - Niddrie (VIC)

Roger Duve Martin was an easy choice for us. He has looked after my mother-in-laws financial planning and investments for years. Any concerns I may have had were very easy to discuss with him. Trustworthy and knowledgeable. Has made my transition to retirement very smooth.

Rakesh Pinto Thanks a lot to Elite Insurance and Financing specially to Kalapi. Now, we know our future is secured and our minds our focussed towards our goal. Cant thank enough, and we know this journey has just started.

Jeff Gordon I have known Andrew Havers from Monumental Private Wealth for many years and he has been my Financial Planner helping me plan my future taking into account my salary, assets, life plan, tax situation, retirement info etc. About a year ago he saved me $14,000 in tax by clever advice utilizing money paid into super. His experience and knowledge are first class and he is right up to date with what is happening in Australia and overseas with share markets, trends and being aware of lots of information that enables him to give great advice to his clients like me. My superannuation has grown rapidly assisted by Andrew’s clever investing and planning for my future. Highly recommend Andrew whether you are an employee or business owner!