Top 15Financial Services in in Essendon VIC

Jesse Gelfand Holly Bundy and the entire team at Bundy Financial are absolutely outstanding. We have been using them for about 15 years and each time we touch base they’re professional, responsive and genuinely invested and interested in helping us reach our financial goals!!! I look forward to using them in the future.

Julian Lebdeh From the moment we contacted Bundy Financial, the team was incredibly supportive, understanding, and efficient. Communication was fantastic, keeping us up to date every step of the way, turning a high stress situation into a completely seamless transition. I can’t thank them enough and would highly recommend Bundy Financial to anyone needing support with their finances.

Llona Noble We have dealt with Susan and Luke at Aim for 17 years now and they are great. We trust them to always do the right thing by us and are really happy with the outcome of our investments. Highly recommend.

Margaret Carroll I have been using Luke Di Pietro (Aim Financial Advice services) for a number of years and I have never had a problem and Im very happy with the advice I am given, also Ive recommended Luke and the company to my friends and will continue to do so. M.Carroll.

Mandy Wallis If you are looking for a financial advisor who will listen, not preach, is respectful, who is extremely knowledgeable, who bases this knowledge on factual data, look no further. Kanhai has over 20 years experience and he treats you like family. He would not make a financial decision for you and your family if he wouldn’t make the same decision for his own family. Kanhai will assist you with making sure your financial goals are met so that you can look forward to your retirement, not lose sleep with worry! I cannot speak more highly of this wonderful man, he has changed our life!

rekha patadiya I am pleased to share our outstanding experience with Agate Financial Advisors and their exceptional financial services. From the moment we began working with our financial advisor, we have felt a sense of reassurance and confidence in our financial future. Their expertise and personalized approach have made a remarkable difference in how we manage our finances. Our advisor has provided clear, thoughtful guidance that has helped us feel secure and well-prepared. We truly trust their judgment and appreciate how they keep us informed while actively managing our portfolio with precision. The level of care and professionalism we’ve experienced has been nothing short of remarkable. Thanks to Agate Financial Services, we now feel empowered and at ease, knowing that our financial plan is solid and that we have a trusted advisor who is looking out for our best interests. Highly recommend their services to anyone looking for expert financial advice and peace of mind.

Dilan Shaba Tiffany and Dumith are of the best and a real delight to work with. They go above and beyond to provide the best customers service and create a wonderful outcome for their clients. I can’t recommend them highly enough. Great to work with Prime Choice Team ! Kind regards Dilan

Sarah Khammi I can’t thank Tiffany enough for the incredible service and support she provided during my recent home loan application. I reached out on very short notice, feeling overwhelmed and under pressure, and from the moment we started working together, she was absolutely outstanding. She was incredibly organised, proactive, and professional, keeping me updated at every stage and always explaining things clearly and patiently. Her communication was exceptional. I never had to chase anything up or wonder what was happening, because she was always one step ahead, keeping everything on track and making sure I felt reassured throughout. What really stood out to me was her genuine care. She didn’t treat me like just another client…she listened, took the time to understand my needs, and made the process feel manageable and even enjoyable. I’ve worked with professionals in the past, but very few have left an impression like this. I’ve already recommended Tiffany and the team at Prime Choice Financial to several friends and family members, and I’ll continue to do so. If you’re looking for someone who will go above and beyond and make the process of securing finance stress-free, I couldn’t recommend them more highly. Thank you again for everything!

Shaun Farrugia Ive worked with Paul and the team at Guidance for the better part of the last decade. Its refreshing to work with an adviser who gives no-nonsense and practical advice!

Kate Price I first came across Paul and Guidance Financial Services through Pauls podcast on financial autonomy. After listening to several episodes, I found the information to be highly relevant, straightforward, and helpful, especially because it was Australian-based. I then reached out to Paul for his assistance with my personal finance strategy, and it has provided with peace of mind to know that I am not "going it alone", and have someone that I can bounce idea off that is an expert.

Barbara Borna My family and I have been seeing Sohail for our individual tax returns for many years. My recent tax return was completed by Daniel and he was professional, patient and excellent at helping me with my tax return as a sole trader. I would easily recommend taxvisors to anyone looking for help with their tax returns.

Braedan Kidd Business accounting and personal accounting client. Theyre always available, and great to deal with.

Cooper Moodie Luca made refinancing my home simple and stress-free. He explained everything clearly, found me a great rate, and kept me updated throughout the process. Professional, knowledgeable, and easy to work with—I highly recommend him!

Anthony Moleta Buying our first home felt pretty overwhelming at first, but Frank and Luca at Clear Light Financial Solutions made the whole process so much easier. They were always there to answer our questions, explain things in a way we could actually understand, and keep us feeling confident the whole way through. Thanks to their support, what could’ve been a really stressful experience turned into something exciting and enjoyable. We’re so grateful for their help and couldn’t recommend them enough!

Sahar B I dont think this firm even deserve one star! I am extremely disappointed with them, especially with John Watson. The firm made mistake with my BAS statement last year and charged me twice to fix the mistakes. For tax return they charge an hourly rate and every simple questions you ask them like laundry they charge you for it. Im a sole trader with no investment property or assets and they charged me $710 for just my tax return! They also charged me an additional $242 to change my PAYG! Their service level doesnt match their fees!

Sarafina Maina Streamline is simply the best! They made filing my tax returns effortless and stress-free. The teams expertise and attention to detail ensured I maximized my refund. They explained everything clearly and were always available to answer my questions. Professional, friendly, and incredibly efficient—Im a customer for life. Highly recommend Streamline for all your tax needs!

Tony Damian and all the team at Mint Financial Planning are fantastic and are way better than just 5 stars..

Carmen Mair Damian and his team provide an outstanding and very professional service. He is very knowledgeable, responsive and explains everything clearly. We feel understood, always informed and 100% in control of how we manage our finances. Highly recommend

Dean Baird After assessing my options and retirement plans and looking at several different Financial Planners and what they had to offer, I have been fortunate in that I have found Stuart and the team at SBA Financial. They have opened a set of alternatives and opportunities providing market leading returns whilst minimising costs. I am very impressed with all of my interactions with SBA Financial, whether it be a phone call, managing documents or a chat in the office, the time taken and the way things are explained to me in layman’s terms is a big tick for me.

Kay Stuart McGilvray at SBA Financial is the best adviser I have had looking after my personal financial needs, in particular superannuation. His high level of service, his expertise in so many areas, and the way he researches products or services that he thinks may be good for his clients, definitely goes above and beyond. No question is a silly question, and he has great patience with those questions! I recently had a complex tax matter which had been advised on by an Australia top four accounting/tax firm and Stuart was able to pinpoint the errors and provide me with the required back up documents to plead my case - with great success! His super advice over many years as my circumstances have changed has been something that I have complete faith in. I cant recommend him highly enough.

Robertino Galea Been using this place for my tax returns for 10yrs. My account Phil is just great and the reception is great. Great service overall.

Zandra Duncan Have been with Horvats for more than 12 years. Subsequent to our first meeting at an information evening, a private confidential no obligation meeting was arranged. Since then, we have had excellent advice and have financially maintained a lifestyle we outlined to Rick Horvat at that time. For a set annual fee, Rick is contactable at anytime should you have a query about anything. We live 200kms from Melbourne. We have never waited more than 24hours for a reply (with complete details) to our questions. Horvats small team are excellent at what they do.