Top 6Financial Services in in Wheelers Hill VIC

Fairlen Lee My wife and myself have been with Peter and his team long before he started Financially Sorted. You could not ask for a better group of people to look after and guide you with your financial affairs. Very down to earth, nothing to hard to handle. I highly recommend you touch base with them before you look else where. A big thank you to all who work there .

Dr. Kamaljeet Sandhu I highly recommend Financially Sorted team of Peter & Dan. They have both provided an excellent service and at every step the communication has been very good. Dan has delivered a very high level of service and is very experienced, patient and is kind, easy to communicate, respectful, polite and helpful. Peter has also been very efficient, experienced, kind, and helpful and very quick to respond. Both Peter & Dan have very good knowledge and look after their clients very well. Thank you.

Andrew Linnett Balance Risk with Patience and develop a new Skill I have been interested in trading for many years and in the past have tempted to make money on the stock market but without any thought or strategy, it was merely gambling. My mentor and friend Kim Densham lead me to N P Financials where I enrolled for Forex trading skills training course. Over the past 12 months, Partha continues to exceed my expectations on every front. Each module and unit is built in logical sequence while, making complex topics very easy to understand. What truly sets “N P Financials” apart is Parthas deep knowledge but more so his steadfast views of balancing risk with patience, never wavering from the importance of practice and trusting proven patterns over the "news." N P Financials is exactly what I needed to keep me on the path to be a successful trader and I wouldnt do it with anyone else. It goes without saying, Id highly recommend N P Financials if you want to learn how to balance risk with patience whilst learning a new skill you can use for the rest of your life.

Jack Robinson I joined NP Financials in January 2025 and so far it’s been a really solid experience. The course gives you structure and takes away the guesswork — you’re learning step by step instead of just trying random strategies. I like that it focuses a lot on psychology, risk management, and building strong habits before worrying about profits. The coaching calls and practice tasks have been helpful, and it’s given me a lot more confidence as I go through the Forex Beginners stage. I’m not trading live yet, but I feel like this is setting me up with the right foundation to eventually become consistent. If you’re serious about learning trading properly, NP Financials is worth it

Cindy Kozel Andrew takes the time to listen and understand our needs, puts together clear advice and a plan to meet those needs, and spends the time explaining and answering all our questions. Were really happy with Andrew, trust him and feel confident hes supporting us to get where we need to be.

Jo Taylor Andrew George was recommended to us by a friend during 2023, to help us make a financial plan with a view to our retirement. We previously had no idea of what to expect or how to plan our financial future without guidance. In our first meeting, we provided Andrew with extensive relevant information and gave him an idea of where we hoped to be, and when. Using this info, he has been able to develop a suitable retirement plan for us. Andrew has been able to help us understand much more about the whole process and put into place extensive strategies to minimise our tax and maximise our retirement savings. Andrew is extremely thorough and clear in his advice and explanations of the strategies used and makes sure we are aware of any potential risks. He makes sure that we grasp the concepts that he thinks we should implement, consistently seeks our input and uses great examples/scenarios when needed. We can already see the bigger picture evolving and we like what we see! We have every confidence in Andrew and we would have no hesitation in recommending his services to family and friends; in fact we have already done so! Rob Kraushofer & Jo Taylor.

Mudi I had an excellent experience with Premier Financial Advocates. They made the entire process stress-free and guided me through every step with clear advice and regular updates. Their professionalism, knowledge, and genuine care made a huge difference in securing the best loan for my situation. Highly recommend to anyone looking for a reliable and trustworthy broker.

Kathleen Daryl We had the pleasure of working with Sadish and we couldnt be more grateful for their expertise and dedication. From start to finish, they guided us through the loan process with patience, clarity, and a deep understanding of the financial landscape. Their persistence and attention to detail helped secure us a great bank loan with favorable terms—something we truly felt we should have looked into and could have helped us with saving. If youre looking for a financial firm who genuinely has your best interests at heart and knows how to get results, we Highly recommend them. Special thanks to the effort of our relationship Manager, Anjali.

Erin Commerford We’ve had an incredible experience with EK Financial Group. They’ve helped my husband and me put together a solid financial plan for our future—covering everything from financial advice and mortgage broking to setting up bonds for our kids, buying shares, and making sure our super is working its hardest. It really is a one-stop shop! A huge thank you to Aaron, Bianca, and Summer—each of them has been so knowledgeable, professional, and supportive throughout the entire process. No matter how big or small our questions have been, they’ve always been there with helpful advice and clear guidance. We’ve already recommended EK to two friends and wouldn’t hesitate to recommend them again. Thank you to the whole team at EK—we’re so glad we found you!

melita reis We have just commenced our journey with EK financial and feel very comfortable moving forward. Our discussions with Aaron and his team have been wonderful. The team is professional, well organised and really listen to their clients. I can see why the previous google reviews are so positive. Highly recommend.