We Plan - Chelsea Heights (VIC)

Elly Minos My husband and I would highly recommend Andrew and Kellyanne Ames for welcoming us and for providing expert financial advice. A couple of years ago we were assisted to navigate the complex transition of our father into Aged Care and we were very happy with the result. Recently, we needed financial assistance in regards to our retirement and we were very happy with the financial path and the integrity and assurance that both Andrew and Kellyanne provided. We have no hesitation in recommending Own Path Financial Planning to anyone looking for expert financial advice.

Ben Allen Have worked with Bruce, Vikky, Helen and the team for over a decade now and have always been impressed with their professionalism and considered advice. Highly recommend.

Warren Oakes A shout out to NAB and Alex. Brought my elderly aunt here to help with her accounts. Triaged us directly to a chair than a counter. Extremely patient and helpful to guide us through the process. Shared specific tips on how to maximise interest. Made sure we were looked after. Handled with a smile. Even offered if any issues in the future the staff could ring around to get us in touch with him, which was a nice personal banking touch. Also a reminder why Saturday banking is an essential service. She doesn’t have Internet, didn’t remember her telephone banking password. Me being able to take her and Alex guiding her through is an example of helping Australians over a little extra profit.

Anne Truong My experience with Adeel was quick and easy, he also gave me some great advice which I appreciate!

Kim Moroney Will was great to deal with and was so helpful Appreciate all he has done for me to be able to get my new Ford Everest