Stephan Independent Advisory - Hawthorn East (VIC)

Jeff Gordon I have known Andrew Havers from Monumental Private Wealth for many years and he has been my Financial Planner helping me plan my future taking into account my salary, assets, life plan, tax situation, retirement info etc. About a year ago he saved me $14,000 in tax by clever advice utilizing money paid into super. His experience and knowledge are first class and he is right up to date with what is happening in Australia and overseas with share markets, trends and being aware of lots of information that enables him to give great advice to his clients like me. My superannuation has grown rapidly assisted by Andrew’s clever investing and planning for my future. Highly recommend Andrew whether you are an employee or business owner!

Joe L Unmatched Service and Expertise! This broker redefines what it means to go above and beyond. I’ve never experienced such dedication from a financial professional. They faced challenges with my loan that seemed insurmountable, but their perseverance and innovative solutions made it happen when no one else could. Their transparency, honesty, and integrity shone through at every stage, making me feel confident and supported. Ive worked with many brokers over the years, but this one is in a league of their own. Truly remarkable. This broker truly goes the extra mile for their clients. I highly recommend them for anyone seeking a broker who doesn’t just talk the talk but truly delivers. If you’re looking for someone who will move mountains for you, this is the broker you want. QUESTRA are simply the best! Joe L. Pitstop 101 Media

Jose Mingo Exceptional at his job does not want any client selective on who comes on board

Charlie Demko Very happy with Ravi and the team at MoneyTree - I arrived with my business records and reputation with the ATO in disarray. Ravi put a strategy in place to get on top of the situation. Very pleased to say that once I met my obligations Ravi also negotiated a $15,000 rebate on my behalf. Great work guys!