Australia Wide Financial Planning : Des conseils financiers personnels et pratiques pour les familles et les investisseurs de Melbourne.
Basée à Melbourne, Australia Wide Financial Planning propose des conseils financiers personnalisés pour les investissements, le SMSF et la retraite. L'équipe est décrite comme compétente, réactive et véritablement soucieuse de ses clients, offrant des conseils clairs et pratiques adaptés à des objectifs individuels. Les clients apprécient un service transparent, une relation solide et un accompagnement continu pour leur avenir financier.
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Des conseils personnalisés pour les particuliers et les familles sur la budgétisation, l'épargne et la définition d'objectifs afin de sécuriser votre avenir financier.
Un accompagnement expert dans la mise en place et la gestion des SMSF, y compris les stratégies d'investissement et la conformité.
Planification complète des investissements immobiliers, de l'acquisition à des stratégies de croissance et à la gestion du portefeuille.
Des stratégies personnalisées pour vous aider à atteindre une retraite confortable et bien financée grâce à la superannuation et à l'épargne.
Conseils sur la sélection du fonds de superannuation, les cotisations et l'optimisation pour maximiser vos prestations de retraite.
Un accompagnement client continu et un service réactif, y compris des suivis réguliers et des ajustements pour répondre à des besoins changeants.
Note globale
Peter Watkins
My wife and I have been with Aus Wide now it seems for 10 years from our original steps into investment properties and SMSF. David and now Martin have provided us with down to earth advice based on our individual needs. From the start I was always someone who placed the relationship and trust high in my needs and expectations. At each step they have always met my concerns with confidence, trying new things to provide the best for us and helping me feel safe in their advice. And now we might be introducing our children to the team so the relationship continues well into the future after we take our well deserved retirement that they have so very much helped us attain. Thank you so much.
Brett Pemberton
We have been with Australia Wide Financial Services for a number of years now and have been very happy with the service, transparency and advice we have received. Doug, James and Martin have been there whenever we have needed more information and are happy to take your call at anytime. We highly recommend their services to anyone who is seeking financial assitance with their investments and superannuation.
Karron Dean
Mandy, David, and John exceeded my expectations. My experience with Australia Wide Financial Planning has been excellent. They are knowledgeable, responsive, and genuinely care about their clients. They took the time to understand my goals and offered clear, practical advice that really helped. Thanks to their guidance, I feel more confident about my financial future. Highly recommended.
Sally Filtness
David has been outstanding in guiding us through our financial planning, particularly with our SMSF. His deep expertise and personalised service have had a meaningful impact on our confidence and decision-making. He offers clear, practical advice tailored to our needs. We wholeheartedly recommend David to anyone seeking a reliable and informed financial advisor. We're excited about our financial future with AusWide and David's ongoing support. We thank him for his thoroughness and approachable nature. We love the follow up he provides.
Michael McGlashan
David has been an exceptional financial planner for us. His expertise and personalised approach have made a significant difference in our financial planning of a SMSF. He provides clear, actionable advice. We highly recommend David to anyone looking for a knowledgeable and trustworthy financial advisor. We are looking forward to financial success through AusWide and David.
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