Wealthcorp Finance - Box Hill (VIC)

maria jolfaei Extremely helpful throughout the process of a very complex situation. It was close to being cancelled, but thanks to PJ’s follow-up, everything was resolved legally and smoothly

Katrina Tabone Sim from GJ Private Wealth has been the most professional and knowledgeable advisor weve worked with. She has a deep understanding of financial planning and has guided us through both our short- and long-term goals. Shes an absolute pleasure to work with—genuine, approachable, and always made me feel like I was speaking with a trusted friend.

Bryn Dearman I’ve been dealing with Terri from Shore Financial for a number of years now and she has constantly delivered. The savings she has made for me add into the $1’000’s. Always easy to deal with and takes away the stress of the financing process. If you are refinancing, buying your first home or your fifth there is only one broker I would deal with. In a world teeming with sharks it’s good to know that you’ve got Terri on your side. Makes the complicated easy. So stop looking anywhere else and start planning what you are going to do with all those savings.

Andrew Hall Mr David Haseldine operates a Financial Planning business named The Updated Investor. He operates from offices in Five Dock and lives locally. My wife and I have used the his services for approximately 4 years. We have found David to be very knowledgeable about finances and business in general. He operates with honesty, integrity and endeavours to achieve the best financial outcomes for his clients. We have found him easy to communicate with and he makes himself available to meet regularly to discuss the performance of our portfolio. We have no hesitation in recommending David if you are looking for a Financial Planner. A & C Hall