Top 3Financial Services in in Beaumaris Victoria

Sue Bruce We reconnected with Dale after first meeting him through UniSuper. Having retired we wanted to ensure our Estate planning was on track. We are very pleased with the financial initiatives and advice provided. Dale ensures that he fully communicates and explains all processes. We would not hesitate in recommending his services.

Connie Great Start to a New Financial Journey For some time, we had been considering switching from our interstate Financial Adviser to someone closer to home for us. This was a big decision but we need not have worried at all. From our first meeting, Dale, from EKB Financial Advisers, has been very thorough in evaluating and reviewing our original and somewhat complicated Superannuation and Financial setup, and has assisted immensely in creating a streamlined retirement and Investment plan for us moving forward. Special mention to Rachael for looking after the paperwork. Dale has dealt with every question and every email, no matter how trivial, in a prompt and timely manner and at no point in time did we ever feel rushed to wrap up our face to face meetings. He has amazing communication and interpersonal skills and is exceptionally knowledgeable in his field. We would have no hesitation in recommending Dale to anyone who maybe considering a second opinion or review of their financial arrangements. We are so pleased to have made this transition to EKB Financial so a big thank you Dale. Look forward to a partnership that continues to grow over time.

James Tranter VISTA Financial Group in Keys Street Beaumaris particulary Aimee and Sonia have been fantastic in addressing mine and my wifes financial questions and helping us navigate to a point where we feel reassured and confident in the financial strategies we now have in place. Furthermore, our meetings with Aimee and Sonja have always been conducted professionally in their comfortable Key Street offices and any concerns or questions we have in between times have been quickly answered. We look forward to our continuing association with Aimee and Sonja and would thoroughly recommend VISTA Financial Group to anyone seeking financial advice.

Wilson Chan Jason and the team at Vista have been instrumental in helping us create financial stability for our young family. His advice is honest, easy to understand and tailored to our values and goals. We would highly recommend Jason to anyone wanting to set themselves up for long-term financial security.