Yellow Brick Road Sunbury - Sunbury (VIC)

Jeff Gordon I have known Andrew Havers from Monumental Private Wealth for many years and he has been my Financial Planner helping me plan my future taking into account my salary, assets, life plan, tax situation, retirement info etc. About a year ago he saved me $14,000 in tax by clever advice utilizing money paid into super. His experience and knowledge are first class and he is right up to date with what is happening in Australia and overseas with share markets, trends and being aware of lots of information that enables him to give great advice to his clients like me. My superannuation has grown rapidly assisted by Andrew’s clever investing and planning for my future. Highly recommend Andrew whether you are an employee or business owner!

James Allan Great service, highly recommended

Joyce We’ve had the pleasure of working with Paul from FINR Advisory on two occasions now, and both experiences have been nothing short of excellent. The first time was for our initial home loan. Despite multiple delays with our builder that required the process to be done three times, Paul and his team handled everything seamlessly and made the experience stress-free for us. His professionalism and patience stood out right from the beginning. Most recently, Paul reached out to us for a loan review to explore refinancing and investment opportunities. What impressed us most was his commitment to going above and beyond—he didn’t just secure one valuation, but went to three different valuators for our home to make sure we received the best possible valuation and rate in the market. That extra effort shows how much he prioritises his clients’ best interests. Even when another bank offered us a direct rate, we chose to stay with Paul and FINR Advisory because of the trust, dedication, and personalised service we’ve consistently experienced. We first met Derrick in 2021, and from that point on, we’ve been recommending FINR Advisory to friends and will continue to do so. If you’re looking for someone who genuinely works with your best interest at heart, we highly recommend Paul and the team at FINR Advisory.

Courtney Meurant Angela was an outstanding help throughout our whole mortgage process. She was quick to respond and was very helpful and supportive over the phone when we had extra questions or concerns regarding the ins and outs of real estate. She was honest with her thoughts on what she thought would help us and our lifestyle, as well as being respectful of our time and decisions. If you’re looking for someone who goes the extra mile, Angela from Mortgage Choice would be my recommendation.