Top 14Financial Services in in Kew VIC

Irwin Hau Love Dylans relaxed approach and clarity when sharing about all things finance. Its tough subject and he makes it easy to undertand. Thanks again for being so willing to chat. Highly recommend speaking to Dylan at Oak Financial

Russ Brenner Oak Financial Planning in Kew offers an exceptional blend of professional expertise and personalized service. Their team takes the time to understand individual needs and crafts financial strategies that truly resonate with one’s life goals. Navigating finances can be daunting, but with Oak’s guidance, it becomes a journey of clarity and confidence. Highly recommended for anyone seeking a trustworthy financial partner in the Kew area.”l

Tricia Mendes Alex is a whiz and a great, very trustworthy individual whom I would highly recommend. I was a newly single mum and very nervous about being a first time investor when I came across Alex. Not only did he take the time to coach me through the investment process but was also very patient with my decision making.

Robert Calabro I have been with Alex for approximately six years. My reason for seeking sound financial advice was to ensure I was as financially structured as possible as I approached retirement age. Initially, I was skeptical about seeking financial advice and the associated costs, as I believed I had sufficient knowledge and experience. However, after a couple of sessions with Alex, his demonstrated expertise and experience dispelled any doubts I had. Alex has significantly improved my financial position, far beyond what I could have achieved on my own, and saved me countless hours of research. I highly recommend Alex to anyone, whether novice or experienced, looking to improve their financial situation.

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.

John Silver Ive trusted BBF with my financial affairs since 2010, and proud to endorse the teams judgment, professionalism, and attention to detail. Bruce and Ian have delivered outstanding results across my portfolio, including superannuation, investments, and insurance, while Vikky has been exceptional as my mortgage broker. Their expertise, responsiveness, and genuine care have made a real difference. Highly recommended.

Umit Oflay Great appreciation for the professionalism, advice and guidance in setting up my superannuation and TRT. I would recommend Jonathan Pugliase and his team 100%.

Robert Faraci The team at Llenpart Financial are incredibly helpful and highly knowledgeable in all aspects of personal insurance. They explain the process clearly and offer options tailored to our individual circumstances. Their approach is detailed, thorough, and highly responsive to our needs. It’s been a pleasure working with them, and I feel confident knowing our circumstances are fully understood and well taken care of. Thank you to the entire team!

Hoorain Adeel Worst experience. Extremely unprofessional. Do not recommend.

Tink M I have used the services of LCA for over 10 years. Would not use another financial planner. Service and skills second to none.

Clare Chamberlain Amazing depth and education re setting up for retirement...very patient and eye-opening attitude...highly recommend

Richard Kevan I have been with these guys for about 30 years, initially attracted by -= at that time - being one of the very first to take their fees as a fixed rate, no commissions at all, so you can be sure their advice is independent. Outstanding professionalism, research and great care taken to establish your whole life circumstances and feelings when recommending an investment profile. I have never felt my investments were "locked away" if i needed to access funds. Their weightings and management method is clearly explained, and I feel I understand what they are saying and they are a true partner in my life. Amd my money has done pretty well too!

Chloe Ryan My parents have used Loop Financials services for as long as I can remember and they have always urged me to contact Lauren when the time came to buy my first home. I got the pleasure of having Lauren help me every step of the way to buying our dream home. She explained everything so well to us as first home buyers that knew absolutely nothing about the process, she gave every reassurance along the way and landed us a fantastic deal with the lender. Couldnt recommend Lauren more!!

Emma Lauren from Loop is to be commended on her service and professionalism. She is approachable and more than happy to help. Such a pleasure to engage in her services. Thank you so much once again.

Michele Bezuidenhout I was referred to VGF Service by an existing customer and am very pleased I made contact. I had the pleasure of dealing with both Alex and Francis, who demonstrated a high level of professionalism and integrity throughout the process. What impressed me most was their genuine commitment to building a relationship rather than simply securing a sale. They were informative, transparent, and took the time to explain relevant consumer protection laws and regulations—providing insights that were both helpful and empowering. Thank you, Team VGFS. Your service was outstanding, and I will certainly be recommending you to others.

Monique De Propertis Francis at VGFS was all class. He got us a car loan approved within 24 hours at a rate much better than what a dealership could offer us! Absolutely stoked with the outcome & his quality of work! Very excited to have my new car because of his efforts and efficiency!