Plenitude Financial Solutions - Notting Hill (VIC)

Jay Mugada Amazing experience. Le was the tax agent who helped me with the tax lodgement. Very professional and knowledgeable person. Keep up the good work.

Rob S This is my first time using mortgage broker. I have a pleasant experience with James. James is a very patience person. I wish I have known him earlier. He listened to my needs and gave me his professional suggestion & feedback. He assisted with refinancing my current loan so I can do other investment. He helped me to find the best and most suitable deal for me. I recognize how time consuming this must be for him and sometime I have spent hours on the phone; but at no time has he made me feel that it was an inconvenience to him. He is such a humor person and sometime we chatted and laugh over the phone. He also called me to follow up after the settlement just to make sure everything run smoothly. I only have praise for him and will definitely use his services again. Thank you James.

Annie Delaine We first engaged David Linco from Davlin Wealth Management when I was in the process of cutting back on work and my husband had retired. Our finances where complicated with a few properties invested some doing ok and some doing not so well and large debt. David helped us confidently negotiate this road and manage the transition to us both being retired and in a comfortable position to enjoy our next chapter. We live in South Australia and where able to have our meetings with David from the comfort of our home using a computer video meeting forum. David was a delight to work with and we where sad to say goodbye as we are now in a position to manage our own affairs. We sincerly wish David and his team well and highly recommend them to anyone wishing to use a finaical planner.

Lou Carey Phil was a pleasure to deal with. Super professional and quick turn around on my tax return. Thanks Phil, will definitely reccomend to friends & family.