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Sterling Grange Financial Planning - Toorak (VIC)

Address: 🏡 Tok Corporate Centre 1, 459 Toorak Rd, Toorak VIC 3142, Australia
Phone : +61 0400 574 900
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Weeekly open hour:

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1 Bank, Branch, Financial Group, Finance, Capital, Wealth, Investment, Advisory, Partners in Toorak VIC: 1.Sterling Grange Financial Planning, Top 1 Financial Services in Toorak, VIC

Blazer Wealth - VIC

Dan Ryan We have been with BLAZER WEALTH (Tony Blazevski and Carolina) since I was a youngish executive (CEO for a not-for-profit in Adelaide). That was about 15 years ago now and I have just retired. In those early years, Tony visited my team in Adelaide from Melbourne on a number of occasions as part of a HR/Superannuation and potential wealth-creation opportunity for my staff and managers... also at that time, (after introduction) Tony took over the superannuation portfolio for my NATIONAL organisation - he became the preferred financial advisor for Scouts Australias national staff and executive managers. Tony has successfully developed close ties with the whole National team and has not only provided the most sound advice to our individual staff and managers (including CEOs) for superannuation and personal wealth creation, he has also closely assisted with the development of individual portfolios to specifically address each clients capacity and needs. From the junior employee starting out, to our most senior managers. I am delighted to advise that Tony has proven to be the go-to advisor for our employees and senior management. I believe his ongoing advisory and plan development success is based on his cutting edge knowledge, his ability to see what is allowable in the morass of legislation, and, more importantly, his passion to see others flourish and benefit from his (and his teams) leadership. His great strength is to anticipate markets, find opportunities and solutions and build portfolios for wealth for those that love high-end living as well as those that are very conservative. I have been very proud to have introduced him to my own team and to my wider National organisation - where he has indeed made a significant difference to their life-chances and retirement outcomes. In my personal case... after taking us (my wife and I) from a vanilla superannuation plan to where we are now after 15 years... I am, and will always be, forever grateful to him and his lovely wife Carolina. Thank you Tony Blazevski for your wisdom, your patience to me and Sharon, and for where we are today - financially comfortable, requiring nothing, content and loving life in the start of our retirement. Did I mention that Tony set us up with income protection and trauma insurances which unfortunately I needed to access in 2020. The heart attack stopped me, but was covered under his plan for us. Tony, we owe our financial strength and independence to you and BLAZERWEALTH! THANK YOU!
5 /5

Soaring Super - VIC

Lendly - VIC

Henny Vo Dawn and Ben were absolutely amazing to deal with! Ben really took on a dad figure role. He genuinely cared and helped me choose the best car that suited both my budget and my lifestyle. I never felt pressured, just supported. They were kind, helpful, fast, and made the whole process easy and stressfree. Can’t recommend them enough! Love you guys xx
5 /5

Aim Financial Advice - VIC

Llona Noble We have dealt with Susan and Luke at Aim for 17 years now and they are great. We trust them to always do the right thing by us and are really happy with the outcome of our investments. Highly recommend.
5 /5