SBA Financial - Essendon (VIC)

5 /5 Dean Baird: After assessing my options and retirement plans and looking at several different Financial Planners and what they had to offer, I have been fortunate in that I have found Stuart and the team at SBA Financial. They have opened a set of alternatives and opportunities providing market leading returns whilst minimising costs. I am very impressed with all of my interactions with SBA Financial, whether it be a phone call, managing documents or a chat in the office, the time taken and the way things are explained to me in layman’s terms is a big tick for me.

5 /5 Kay: Stuart McGilvray at SBA Financial is the best adviser I have had looking after my personal financial needs, in particular superannuation. His high level of service, his expertise in so many areas, and the way he researches products or services that he thinks may be good for his clients, definitely goes above and beyond. No question is a silly question, and he has great patience with those questions! I recently had a complex tax matter which had been advised on by an Australia top four accounting/tax firm and Stuart was able to pinpoint the errors and provide me with the required back up documents to plead my case - with great success! His super advice over many years as my circumstances have changed has been something that I have complete faith in. I cant recommend him highly enough.

5 /5 Ross Brown: I would highly recommend Stuart as I engaged him approx 12 months ago to manage my super/investment funds & the results have been very impressive. Hes very knowledgeable, easy to talk to & explains everything in simple terms. I would not hesitate to recommend him to my friends.

5 /5 Kerry Arabena: I have come a long way on my financial journey with support of SBA Financials. Shane Bond has been a tremendous help, both personally and professionally. His advice has been sound and he has always made himself available to me. I never imagined I would have the capacity to generate wealth and leave a lasting legacy for my family. I have recommended for staff to undertake training - to have a deeper appreciation of the role that financial advisors can have, and the importance of working toward the achievement of goals. I highly recommend Shane and the team at SBA Financials. Get ready for your financials to be kickstarted in ways that benefit you and your families! Kind regards, Kerry

1 /5 S & N Scott Scott: Purchased insurance originally through Stuart 10 years ago then as circumstances change in Early 2024 he meet with us only after I stopped paying policies- no other way to stop! Many promises made about reassessment and options, as well as promising a cancellation form for unnecessary policies now over two months later after many attempts by email, message and phone there has been NO RESPONSE, struggling to get out of policies and zero service - avoid!