True North Financial Services - Kew (VIC)

Chelsea Mather This year I used this company through recommendation from a friend. I couldn’t recommended them more!! I had my appointment with Wendy. By far, Wendy has been the best accountant I have ever used! She goes over absolutely everything with you, explaining what you might not understand or know. She will thoroughly go through everything to ensure nothing is missed. I was also given tips to help make things easier next year! Couldn’t recommend this company enough!

Mary Joseph I had the opportunity of working with James O Reilly from past 5 years, and I must say that the experience was nothing short of amazing. From our initial meeting, it was clear that James was committed to understanding my specific financial circumstances, aspirations, and concerns. He listened attentively and asked smart questions to acquire a thorough grasp of my financial goals and risk tolerance. This personalised approach immediately gave me trust in his abilities to create a financial strategy that was properly tailored to my needs. Overall, my experience with James exceeded my expectations in every aspect. His professionalism, experience, and personalised approach distinguished him as a trustworthy advisor, and I wholeheartedly recommend  to anyone seeking excellent financial advice. Thanks to his amazing support, I now have the confidence and independence to navigate my financial journey with clarity and peace of mind.

Catherine Cahill Guy quietly explains practical steps I can take to better secure my future. His investments always seem to do better than the market average, and I have great confidence that I can leave my superannuation in his hands. I highly recommend Guy to even the most nervous investor.

Russell Phung I would absolutely recommend Thuy to anyone who needs a mortgage broker. She is so helpful, knowledgeable, and prompt in her communication. We bought our first home through Thuy and she made it so easy, smooth, and stress-free. I came to our first meeting with a long list of questions to ask, and she answered every single one of them through our conversation without me needing to ask a single one. She goes well above and beyond in her service, and it is clear that she has your best interests in mind. I will 100% come back to Thuy if I need her services in the future.

Lisa B Tricia was great in getting me into my very first home. Always in communication and found a fantastic deal for me. Friendly and professional throughout the whole process, Thank you Tricia!