Top 10Financial Services in in Ringwood Victoria

Nik Destes Mari Nguyen is one of the most caring, knowledgeble, professional financial planners i know. I personally have been a Business Development Managers in the Financial services industry for over 30 years. I have come across close to a 1000 planners, both in the Banks and Independants. Out of all the planners i know, i trust her to always put her clients first, above all else. So much so, i refer my own family to her and Mari has become my sons financial planner. I think that says It all.

Jamie Gemmell Mari Nguyen from Canopy Financial Group provided invaluable Financial Planning for our family and reviewed all our Insurances: - going through life insurance, our superannuation & retirement planning. . Mari saved us a lot of money in premiums and set up much better policies than what we had. Highly recommend Mari & Canopy Financial Group for your insurance needs.

Brad Roberts Kyle and the team came highly recommended. Both a family member and a work colleague independently recommended Link1. While circumstances outside of our control shifted and necessitated working directly with a bank, all the preparation that was done with Kyle and Honey was very straight forward and meant that I had everything ready to go with the bank. Kyle was very clear, concise, and always explained the why behind his recommendations.

Natasha Smarrelli Kyle was absolutely amazing to work with! He went above and beyond to make sure everything was stress free for us leading up to our block and build. His communication and knowledge is next level — we were always kept in the loop and never had to worry about a thing. We felt really looked after the whole way through, and it honestly made the whole buying/selling process a breeze. Can’t recommend him enough!

Rebecca Yeaman Alex was able to secure finance in 2 days after an incredibly stressful experience with Mortgage Choice. What took 3 months with a large franchise, took Alex 2 days. He was with me step by step and has continued to review my loan yearly and secure better rates. My whole family have now used Alexs service because of his quick response and attention to detail. Would strongly suggest you consider Alex as your future broker. You wont be disappointed.

Chris Woodrofe Wish we had found Alex from Pakk Financial sooner! He has helped us secure 2 investment loans and a vehicle lease within the last 6 months. We couldnt of done it without you Alex, you were professional, trustworthy and knowledgeable, and, you communicated with us in a way that was simple and easy to understand. We highly recommend the services of Pakk Financial.

Eric Scott has been helping me with accounting and taxation for years. I am impressed by his knowledge and expertise. Hes always put the customer at first, offering tailored financial solutions to help the customer achieving great results. I have recommended Scott (Highview Ringwood) to my friends and clients who sought for a professional financial services. They all provided me very positive feedback about his skills, integrity and the easy process. Very good services, highly recommended.

Keith Ho Scott was recommended by one of our closed friends. He has taken long time to understand our financial position, our goals and plans. He provided detail tax planning for our family business. Excellent, experienced and very professional. High recommended for anyone seeking to switch accountant or any advise on setting up new business.

Sean Kelly EPONA FINANCIAL GUIDANCE I have to be fair here and disclose that I have come out of a marriage separation and have for various reasons terminated EPONA’s services. THE OWNER IS LISA. She is a fine person. I personally felt (my subjective view) that at least on one occasion she told us ‘what we wanted to hear’ and did not give the best financial advice. Other than that, EPONA is 150% ‘Kosher’ and acts with loyalty and integrity at all times. Unfortunately, due to a serious accident falling off a horse which has given her a permanent injury, Lisa has had to sell 50% of the business her Father started to new owners; a couple, I cannot remember the man’s name but the new female partner is “Michelle’. I have never met her but spoken to her on the telephone ONCE and she was definitely AS COLD AS ICE. Nicole is the P.A. of the business and is highly competent, ALWAYS FRIENDLY, DOES NOTY MAKE MISTAKES and works very efficiently when the pressure is on. She is 100%. I was recommended EPONA by a medical professional I know but I will say that BOTH my General Practitioner and my Westpac Bank Manager thought that EPONA’s annual charges of about $4,500.00 P.A. for effectively 2 x 30” meetings, a written report and other financial planning services was pretty expensive for a domestic couple. The price is not why I discontinued business with EPONA. IF you are looking for a slightly pricy but legitimate financial planning service, I would recommend EPONA of Mitcham, Victoria. Try to get ‘Lisa’ as your advisor, the former 100% owner (now just 50% due to genuine and serious horse injury) because in my just one phone call with new owner Michelle I felt like I was speaking to an unhappy Member of the Victoria Police!!!! PROFESSIONALISM:- 90% EFFIENTCY:- 100% ADVICE:- 80% FRIENDLINESS:- Varies according to staff member. COST:- At the ‘upper end’ for domestic customers. OVERALL RATING: 7 out of 10. Sean Kelly Mount Dandenong, Victoria. EPONA Customer for 6 years.