Top 8Financial Services in in Surrey Hills Victoria

Andrew Sacco Since Jason Harris has taken over my account I could not be happier with the service I have received. He is attentive, keeps me informed, provides alternative options and its obvious he always has my best interest at heart. A genuine pleasure to deal with and has quickly become a trusted advisor.

A B Thank you Tailored Lifetime Solutions ,and in particular Jason Harris, for your thoughtful care and expert management with regard to our finances and future planning. It gives us good peace of mind to have the support of someone who knows us, can explain investments and opportunities clearly and can act in our best interest. Worth 5 stars.

Sateesh Palliyil Haydn has been an absolute pleasure to deal with. His expertise, attention to detail, and genuine care for his clients truly set him apart. He took the time to understand my financial situation and provided clear, practical advice that made me feel confident about my financial future. What I appreciated most was his transparency and patience in explaining complex financial matters in simple terms. It’s rare to find someone so professional, approachable, and trustworthy in the financial industry.

Chandan Kansal I recently had a conversation with Roger regarding investment options, and he was extremely helpful. He shared a lot of practical tips and insights that gave me more clarity and confidence in my decisions. Roger is knowledgeable, approachable, and genuinely interested in helping clients. Highly recommend speaking with him if you’re looking for sound financial guidance.

Hamish Riddell Steve & Phillipa were superb. They advised us well and were able to turn around our application super fast (even suggesting a new lender mid way through our application) in order to make our settlement date work. Easy to deal with with good processes and very supportive throughout. Highly recommend them.

Stephen Lane I’ve just settled on a property purchase, and as a self-employed buyer, I was pleased that securing finance was straightforward through a main stream lender. Settlement went smoothly, and Philippa and Steven provided excellent communication throughout the process. I’m happy to recommend Philippa and Steven at SCM Financial Group.

Gavin Alexa David McCrorie - Yield Financial Planning team, are articulate, prompt and professional. I highly recommend this team be your team. I am only a few months in and already have peace of mind for my future re: Retirement plan.

Richard Bennett I have absolutely no hesitation in recommending Tamsin and the team at Yield. After a big birthday and a redundancy, we wanted to take a fresh look at our finances - everything from superannuation and insurance to monthly budgeting - and get support to ensure we’re set up as we head into our fifties and beyond. Our process was very stop/start, and we drip-fed information over more than a year (we would not recommend ourselves as clients!), yet Tamsin remained patient, supportive and firm throughout. Thanks to her guidance, we’re delighted with the results. We see this as an ongoing relationship and are grateful for the help, especially in reaching clear “yes” or “no” decisions on matters that would previously have dragged on. It’s a relief to have this kind of support in place. Thank you, Yield!

John Pititto I’ve had the pleasure of being a loyal client of Navigator for more than 10 years, and in that time, they have consistently exceeded my expectations. Their dedication to providing top-notch service is nothing short of exceptional, and their prices remain competitive in an ever-changing market. What truly sets Navigator apart is their incredible team. A special shout-out goes to Mark and Joanne, who have always gone above and beyond to ensure my needs are met. Whether its a simple query or a more complex issue, I can always count on them to provide timely and thoughtful responses. Their professionalism, patience, and willingness to assist never go unnoticed. Over the past couple of years, particularly during the challenging times of COVID and rising cost-of-living pressures, the entire Navigator team has been a rock of support. Their ability to assist me to adapting my business and restructuring while maintaining the same high level of service is nothing short of impressive. I just wanted to take a moment to express my sincere gratitude to Mark, Joanne, and the rest of the team for their continued efforts and unwavering dedication. It’s rare to find a company that truly values their clients in the way Navigator does. Keep up the fantastic work – your hard work and commitment do not go unnoticed!