Wealthrise Financial Planning - Point Cook (VIC)

5 /5 ajayraj vaghela: Really helpful advice on my insurance needs from Raj. Clear, simple and easy to understand. Highly recommend Wealthrise Financial Planning if you’re looking for someone trustworthy and supportive.

5 /5 Forum Ravalji: We recently dealt with Raj and Pardeep for our financial planning matters . We were very impressed with their knowledge and professionalism . They took the time to understand our unique situation and created a bespoke plan for us .We highly recommend their services

5 /5 Vik Malik: I’ve had such a positive experience with Weatherise Financial Planning. From the very first meeting, they took the time to really understand my situation instead of giving me a “one size fits all” plan. Everything was explained clearly and without jargon, which made it so much easier to make decisions. What I appreciated most was their balance of professionalism and genuine care — I never felt rushed, and all my questions (big or small) were answered with patience. They’ve given me a lot of confidence about my financial future and I feel like I finally have a clear roadmap to work towards. If you’re looking for advice that’s both knowledgeable and down-to-earth, I’d definitely recommend Weatherise.

5 /5 Brijrajsinh Jadeja: I had the pleasure of working with Pardeep at WealthRise, and honestly, I wish I’d met him years ago. He helped me organise everything — tax, super, income and death and income protection (didn’t know this was a thing), and tailored investment advice that actually made sense for me. What really stood out was how he made the complex feel simple. I came in clueless with a hundred questions (some a bit silly), but he explained everything with patience, clarity, and good humour — never once making me feel overwhelmed.

5 /5 Jaydeepsinh chavda: Saw the ad on FB, just clicked thinking it was a marketing ad, I am very glad I did as this helped me understand my financial situation very well. I booked free session with Raj who is very experienced and knows his stuff. It all sounded too much at first, how ever Raj and team took time to understand my needs and interests. After few calls and after exchanging few emails , I am now very happy with with financial advise by Raj. What I loved was there was no pressure to sign up tor anything, these guys are genuinely interested helping people with their financial growth. Highly recommended. Thanks Raj and team WealthRise.