Southgate Wealth Management & Planning - Southbank (VIC)

M T After falling victim to a scam in August and getting the run around from the Disputes Department, I was shocked when I walked into the bank the found further fraudulent activity was detected on my account yet again. Two days out from Christmas, dealing with this situation was incredibly stressful. Thankfully Samantha came to assist me, she expertly managed all my queries and concerns, dealing with multiple departments and rectified everything. Its hard to find good customer service let alone excellent customer service. What an asset to Westpac. Thank you Samantha. Maria

Peter Apostolopoulos If youre looking for a professional, honest and experienced financial planner, then I can thoroughly recomment Andrea from Jenbury Financial. I have had the opportunity to see first hand how she can assess your current situation and then provide valuable feedback & recommendations that will help make a difference. I have also referred clients to Jenbury Financial and they have been very impressed and have thanked me for introducing them to Andrea.

Darren Knight I have been dealing with TIS Partners for over 30 years now. They started as a husband and wife team in Reservoir and have grown into a large organisation today. They have handled my businesses with the care and trust that I expect of an accounting firm and now all my family members use them for their respective businesses. They still provide personalised service and excellent advise. I highly recommend TIS Partners.

Riley Ledingham As a 20 year old, I thought saving my money would be the best thing to do advancing in life and into my future. After meeting with Michal and implementing his recommended changes and improvements, I couldn’t have been any more wrong. The results have been undeniable, and effortless. Michal has broken down not only the fundamentals of investing and how important and efficient it is, but has also helped open my mind to an endless possibility of achievable goals. Sydney financial planning is not only a place of growth and education, it is a place of judgement free assistance and guidance. No matter what financial position you are in, Sydney financial planning will help you and guide you to be, where ever your goals reside. 5 stars for the Sydney financial planning team.