vic Date: 10-06-2025

Top 6Financial Services in in Canterbury VIC

FinancialAddress
1Advisersure Financial Consultants3/333 Canterbury Rd, Canterbury VIC 3126, Australia
2KMS Financial SolutionsGround Floor, Level 2/19 Shierlaw Ave, Canterbury VIC 3126, Australia
3Live Well Financial Planning59 Canterbury Rd, Canterbury VIC 3126, Australia
4Devon Wealth Financial AdvisorsGround Floor/313 Canterbury Rd, Canterbury VIC 3126, Australia
5Mandate Financial Planning333 Canterbury Rd, Canterbury VIC 3126, Australia
6Halcyon Financial ServicesLevel 2/19 Shierlaw Ave, Canterbury VIC 3126, Australia

1.Advisersure Financial Consultants

Address: 3/333 Canterbury Rd, Canterbury VIC 3126, Australia

(6) user ratings total:

Wayne Boulton Advisersure has been my financial advisor for over 40 years and look after my self managed Superannuation, with good advice and better than average returns since inception. Gordon and James are worth talking to.
5 /5
Nicholas Gyngell We hired Advisersure to assist us with expertise in relation to aged care homes for one of our clients. We found Emmett to be be very helpful and knowledgeable in researching and in negotiating a suitable aged care home. Emmetts service offer to assist with the determination of the quality of the aged care home contract and to physically inspect the aged care facility ensured peace of mind for all concerned. I found Emmett to be caring and very professional and therefore would recommend his services to others..
5 /5

2.KMS Financial Solutions

Address: Ground Floor, Level 2/19 Shierlaw Ave, Canterbury VIC 3126, Australia

(3) user ratings total:

Christie-lee Owen I couldnt recommend KMS Financial Solutions enough. Ive been working with Daniel Bentley for a number of years. He is efficient, incredibly helpful, attentive, and supportive of my journey as I set up my own business. Would be lost without the support of a good accountant thats for sure.
5 /5
Kelly White Thank you Taryn for such always being thorough and making the process as seamless as possible
5 /5

3.Live Well Financial Planning

Address: 59 Canterbury Rd, Canterbury VIC 3126, Australia

(19) user ratings total:

Keith Roberts My thanks to John Blyth from Live Well Financial Planning for his advice and knowledge in setting up super funds and income streams for my wife and me. John handled all the paperwork and kept us informed at every stage. Johns friendly and competent nature insured it was stress free for us. Highly recommend his services
5 /5
Rhonda Greene Im a person who doesnt know and doesnt care about finance and investments. Fast approaching retirement, I took the recommendation of a trusted source and contacted David. I was immediately comfortable with Davids relaxed and personable manner and obvious knowledge. After multiple meetings, David has arranged my entire income - based on my preferences for lifestyle and foreseen expenses - well into my old age. Am extremely happy to leave it all in the capable hands of David at Live Well...
5 /5

4.Devon Wealth Financial Advisors

Address: Ground Floor/313 Canterbury Rd, Canterbury VIC 3126, Australia

(11) user ratings total:

Peter Waite Andrew Licciardi has always been interested in, not only listening to, but giving advice whenever my wife and I have needed his professional opinion. If there are several suitable options available, hell discuss the pros and cons of each with us. Terrific to do business with.
5 /5
Lauri K Devon Partners have provided impeccable service for the three years that I have been with them. Andrew has been approachable, ready to support in a variety of ways for the complicated financial affairs that I am responsible for. Communication is prompt, clear and easy. I would certainly recommend Devon Partners financial planners.
5 /5

5.Mandate Financial Planning

Address: 333 Canterbury Rd, Canterbury VIC 3126, Australia

(1) user ratings total:

Rod Phin Weve been Mandate Financial clients for over 20 years now and Den and Danielle especially have been at our beck and call. Everything financial is explained in a down to earth way. As they say in the Mortein ad "when youre on a good thing, stick to it!"
5 /5

6.Halcyon Financial Services

Address: Level 2/19 Shierlaw Ave, Canterbury VIC 3126, Australia