Plutus Financial Planning - Mornington (VIC)

Jhanz CQ As first‑time home buyers, we were nervous and overwhelmed by the whole mortgage process but working with Duo Finance turned what we expected to be stressful into an exciting and empowering experience. From day one, they took the time to explain every step in clear, simple terms, making sure we understood our options and felt confident in our decisions. They guided us through budgeting, pre‑approval, and comparing lenders, always presenting choices that matched our financial comfort zone. No question was too small whether it was about interest rates, government grants, or the fine print in our loan documents, they answered promptly and with patience. What impressed us most was their genuine care. They checked in regularly, kept us updated on progress, and even reminded us about key deadlines so nothing slipped through the cracks. With their expertise and dedication, we secured a competitive rate and felt very supported from our very first meeting right through to settlement day. Chris and Maya most importantly felt like an extended family, caring for how we felt from the challenges of nailing a property for us as it wasnt easy to find an established property within our budget and also to successfully find a seller that will approve our proposal due to very tight competition in the area we wanted. If you’re buying your first home and want someone who will be your advocate, educator, and guide, we can’t recommend Duo Finance highly enough. They were such a blessing to our family and I am confident they will be the same to yours.

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.

T Ho Rachel has been doing my accounts for many years. She is fantastic and I highly recommend her for her services.