Services Offered
Retirement Planning
Personalized strategies to secure your retirement, including superannuation and pension advice.
Investment Management
Expert guidance on building and maximizing investment portfolios for long-term growth.
Life Insurance Advice
Tailored insurance solutions to protect your family and assets with the right coverage.
Financial Goal Setting
Comprehensive planning to help you achieve specific financial objectives, such as property investment.
Wealth Management
Holistic services to optimize your finances, including budgeting and debt management.
Reviews
5(5 reviews)
Rating Distribution
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A
Alfredo Quispe
via Google
3 months ago
Tracey and Kim have been incredibly helpful from start to finish. They guided me and my wife through setting up our life insurance with the right benefits, helped tidy up a few loose ends in our overall finances, and gave us the clear information we needed to confidently move forward with a property investment. Professional, supportive, and genuinely focused on our best interests — highly recommended.
A
Ashton Georgevia Google
4 months ago
To Dan, PB, Christa & Cherry, you are all an amazing team, all, professional, respectful, warming , efficient and above all just people who care and go over and above for your clients. at least this is how i feel every time i meet with you all. Congratulations on your 20 year anniversary , what a beautiful milestone to celebrate this month, i'm just annoyed i cant be there to share it with you. Best Regards Ashton
C
Carolyn Kumatavia Google
4 months ago
Approved Financial Planners have continued to provide excellent service. I have just had a meeting with Tracey and was reassured that we had made the correct choice for advice. Professional but warm and easy to communicate with. Everything was clearly explained and all my questions answered. I would highly recommend this firm.
L
LEWIS COXvia Google
5 months ago
Approved Financial Planners are a bunch of caring, dedicated, kind and professional people who have high ethical, moral, and professional standards who truly care about their clientele. You can see evidence in the staff, their clear strength of character, personally and professionally. Tracey Corbett is a legend and treasure with a delicious sense of humour. There is Daniel "Dan the Man" Stevens, the practice owner is a delight. His manner is genuine and sincere, a quality I admire. I am hesitant at times to recommend anything to people; however, with Australian Financial Planners with Dan and his crew, I doubt any prospective client needs to have no fear about their financial security; you are in excellent and safe hands. Best wishes, you guys keep the faith.
S
Shay Welshvia Google
6 months ago
We have been working with Dan for over 10 years and I know our future is more secure for it. He is keeping us accountable and helping to maximise our investments. Dan has some great tools to help us understand where our money is going and projections. We have always felt Dan is trustworthy, honest and transparent and very knowledgeable. We are so grateful he was recommended to us.
