Wealth Smart Australia - South Yarra (VIC)

Clare Hooper First Lou, then he sold the business to John and now Leah have looked after my parents finances for many many years (in fact John was only just out of uni). They are all so very kind and helpful, no request is too hard and they are so well informed, they know everything! Our yearly review meetings are more like catch ups with friends and now my mum is in her 80s Leah comes to the house. I wouldnt hesitate to recommend them to anyone in need of financial advice, they really are the best on a personal and professional level.

Rocky Warren Ive been broking for 25 years now, and the first place I go with any deal outside of the ordinary is Interim Finance. They listen, and they try hard to make every deal work. Even when it doesnt quite work... theyll do their best to offer a solution. Hard to find guys like this in the industry.

Vicky Katsiris Christian and the team at Navigate Advisory provided us great guidance and advice when we were looking at home loan options. Christian really took the time to understand our needs and circumstances and was forward thinking in the options he provided. He was tenacious and provided us with the solution best suited to us. Thank you again to the whole team, I would not hesitate to recommend Navigate Advisory as a professional and experienced leader in their field!

Luke P If you are looking for a good mortgage broker, Sam at Aussie Home Loans Cronulla is great. I cold called the office, Sam answered, and from the outset, could not have been more helpful. Family owned local business.

JGF JGF When mother had to enter the aged care system, Mary and her team at MD Financial Planning provided invaluable assistance in navigating the complex bureaucratic maze ensuring that mothers’ transition was financially secure. Even now, several years later, Mary’s team continue to provide invaluable advice and help with ongoing financial matters. Professional and ethical.