Planet Wealth - Financial Advisors Melbourne - Glen Waverley (VIC)

Kit Haselden I always get great financial advice from Kara Treeby and Sarah Leslie. Most recently I took out income protect insurance with them. I highly recommend Story Wealth Management.

john jencek I have been to this branch twice in the last week to get assistance with some complex banking issues for my mother. The first was done by appointment, and I was helped immediately at the scheduled time, and the staff member resolved the issue effectively and in a very cheerful and friendly manner. The second time was a walk in without appointment. There was a reasonable queue, however the staff member that greeted me at the door took note of what I required and messaged one of the specialists who looked after me minutes later. I am unclear on some of the poor reviews below but I have only praise for this branch and its employees.

Nick Feretis Exceptional Mortgage Broker Service - Highly Recommended! My experience with George from PB Finance has been absolutely fantastic! From start to finish, he has proven himself to be knowledgeable, professional, and incredibly efficient. I cannot recommend his services enough! Above all, George personalized attention and genuine care he exhibited was remarkable. George genuinely went above and beyond, taking the time to explain various mortgage concepts, helping me understand the implications of each decision, and providing invaluable guidance throughout. He truly made me feel like a priority. Working with George was an absolute pleasure, and I will undoubtedly be returning to him for any future mortgage needs. Thanks George