Ultimate Financial Planners - Cheltenham (VIC)

col duncan Excellent service and attention to detail. Complete discretion in handling your affairs. Neil and Martina delve into your desires and what you want for the future and design a financial program accordingly. Highly recommended.

Kathy Vantfoort Catalina has been an invaluable partner in my financial journey for over 15 years. Her dedication and commitment to helping me secure financing have played a crucial role in the growth of my property development business as well as achieving my personal goals. Catalina is genuinely passionate is seeing her clients achieve their goals and she works tirelessly to ensure that I obtain the best finance possible. I feel incredibly fortunate to have someone like Catalina just a phone call away, ready to discuss my next ventures. I wholeheartedly recommend her services to anyone looking to achieve their financial goals.

Daniel Coniglio We used Heinrich to restructure our whole Investment Strategy. He was a true professional that kept us informed every step of the way. As a father of a young family I also wanted to ensure they were protected if something ever happened to me or my wife. With Heinrich’s guidance and advice we now have all of our life insurances set up correctly and we have established appropriate wills and an estate plan. We also meet with Heinrich on a yearly basis to review our superannuation, investment returns, and broader financial plan to ensure it still best suits our needs. I highly recommend his services and that of Lightbulb Wealth Management.

Dale Burkitt OBriens have just assisted me with the sale of my business. It wasnt a traditional type business, and it was sold to a company in the USA, so not the easiest of jobs for them. But they did a brilliant job, their knowledge was excellent. Very happy I had OBriens looking after this for me.