Best Fund Management Company Sunshine Coast Near Me

Asset Agents Wealthmed Australia Pty Ltd Dwyer Property Investments McGregor Wealth Management SSKB - Sunshine Coast WealthPath Financial Services - Planner Sunshine Coast Investor Property ASCENDIA INVESTMENT NOOSA: Independently Licensed Portfolio Managers & Superannuation Consultants. MadeComfy BlueChip Rentals | Sunshine Coast Property Management BnB Hosts - Property Management Services Stream Financial - Sunshine Coast Financial Advisor

1. Asset Agents

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· 118 reviews

Tower 2, Level 1, The Hive, 55 Plaza Parade, Maroochydore QLD 4558, Australia

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2. Wealthmed Australia Pty Ltd

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· 3 reviews

11 Eccles Boulevard Cnr Florey Blvd &, Shine Ct, Birtinya QLD 4575, Australia

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3. Dwyer Property Investments

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· 16 reviews

256 Nicklin Way, Warana QLD 4575, Australia

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4. McGregor Wealth Management

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· 6 reviews

113/90 Goodchap St, Noosaville QLD 4566, Australia

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5. Morgans Financial Limited - Sunshine Coast

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· 3 reviews

Level 1/126 Alexandra Parade, Alexandra Headland QLD 4572, Australia

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6. SSKB - Sunshine Coast

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· 20 reviews

1/66 Duporth Ave, Maroochydore QLD 4558, Australia

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SSKB - Sunshine Coast: what do users think?

Luke Holman: Rachael was very helpful and helped us through a stressful time.Could not be happier with the help and service received.

Gabbie Jeremy: Website easy to navigate.

Adrian Herington: in Brisbane has a great relationship with SSKB Sunshine Coast and the team of Tony Blenkinsop and Julia Angus. Over several years they have provided a very professional, responsive and accurate advisory and managerial service to us. An important aspect of our BC activities - much appreciated.

Annette Grebert: Tony Blenkinsop commenced as Community Manager for Whale Cove Apartments in July 2020. I have been Secretary of the Body Corporate since Tony commenced with us and have found him to be very knowledgable in his field and particularly easy to work with. Tony has a genuine approach working with our committee members and shares his knowledge with clear communication skills. He takes an educative approach with the committee ensuring we have the relevant information needed to make informed decisions that are in the interest of all of our owners. I have found Tony to be a real asset to us and look forward to continue working with him in the future, knowing we are in good hands.

sue mcnamara: Positive:Professionalism,Quality,Responsiveness,Value

Kylie Davis: Positive:ProfessionalismI have found Tony Blenkinsop's service both professional and responsive. Would recommend SSKB to any Body Corporate looking for a great Strata Management team.

Jason Francis: Positive:Professionalism,Quality,Responsiveness,ValueA professional and friendly service with a team who work with owners and the Committee to bring about positive outcomes for all owners. A reliable and responsive SSKB team makes for an easier owner and Committee experience all round.

Tony Creighton: Positive:Professionalism,Responsiveness

Vincent Scavera: Positive:Professionalism,ResponsivenessTony is very knowledgeable and always available

Steve O.: Positive:Professionalism,Quality,Responsiveness

Ron James: Positive:Professionalism,Quality,Responsiveness,ValueTony has provided 1 st class service and has been a great source of support and information in a complex environment of strata management. He has always been available for his expert knowledge and advice. I highly recommend him.

Geoff Coy: SSKB have provided strata management services to Verano Resort Noosaville since the inception of the resort in 2003. Our current Community Manager is Tony Blenkinsop. Tony has gained a wealth of experience in strata management. The Verano body corporate have relied on the experience and professionalism of Tony and SSKB for assistance in conducting our meetings and making policy decisions.

Mike Healy: Positive:Professionalism,Quality,Responsiveness,Value"Our Body Corporate has great support from SSKB, particularly from our Community Manager Kaila Long. The SSKB team provides us with sound professional advice in a very timely manner, is efficient and extremely knowledgeable about BC regulatory matters. Highly recommended"

Nicole Anwoir: Positive:Professionalism,Quality,ResponsivenessAlways very professional, efficient and friendly service. Rachel amazing !

Venessa Cox: Positive:Professionalism,ResponsivenessRachael at the Sunny Coast office always goes out of her way to help with the tricky issues. It is very much appreciated.

David Smith: Positive:Professionalism,Quality,Responsiveness,ValueA great team which has guided the Company through a difficult year. The New Year is full of promise as the country opens up again. I heartily commend the work of Brenda and Rachael in managing the organisation and ensuring the path through statutes and regulations is correct and trouble free.

7. WealthPath Financial Services - Planner Sunshine Coast

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· 12 reviews

7/21 Nicklin Way, Buddina QLD 4575, Australia

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WealthPath Financial Services - Planner Sunshine Coast: what do users think?

Emma Temenes: Excellent and prompt service. Super friendly staff who are knowledgeable. We feel very looked after by the team. Xxx

trevor dixon: Positive:ProfessionalismSince Peter has taken on our retirement portfolios we have received excellent advice and service and could not be happier and would recommend wealthpath to anyone looking for an honest and professional service . T and G Dixon

Garry Nielsen: Peter has given me the advice and guidance I needed to help with my financial planing as I head towards retirement. He takes great care and time to listen to my goals and do what is best for my individual situation . I have confidence with the strategies we have put in place and I am confident I will now have a comfortable future . I would highly recommend Peter and his team to anyone who is looking for professional advice and to set you on the right path with your financial goals .

Hannah Petsalis: Peter and the team at Wealth Path have set us up for the future and made us feel a million times more comfortable for our future. We have two small children and had absolutely no idea where to start with our personal insurances and what we needed to ensure we were covered. We found it extremely overwhelming and the Wealth Path team were incredibly helpful. We highly recommend Peter and his team to anyone in a similar position.

Kurt Gripske: Been with Pete for nearly a year, and he has always been an honest upfront planner, so far being with him I feel like my finances are in safe hands. Not only is he honest and fair, but a top bloke also.

Kylie Glass: Peter has been providing us financial advise for a for years now. He has listened to our goals and steered us in the right direction to achieve these. With Peter's help we are confident that our financial future is safe and secure.

Maureen Edmonds: The Wealthpath team and particularly Peter have been looking after us for many years. We feel like part of the family. We also have peace of mind knowing someone with so much knowledge in the field have our best interests at heart. Peter and the team have earned our respect and gratitude.

Vicki Barrett: Peter and his staff are very knowledgeable. They have great advice and leave you feeling very secure about your finances. I would recommend them to anyone that needs financial advice.

Shane McCallum: Peter and his team have made us feel part of the family, he takes a lot of pride in his work and he has us on track for our retirement, we can't thank him enough. I recommend Wealth Path to everyone!

Graham Baker: Peter has helped me get organised and on track towards my retirement and to be financially secure when I choose to retire.He has my best interests at heart.

8. Investor Property

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· 14 reviews

502/45 Brisbane Rd, Mooloolaba QLD 4557, Australia

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Investor Property: what do users think?

Lizzie Henebery: are very happy with the investment guidance we received and we've been recommending Investor Property to all our family and friends!

Malcolm Cardwell: We met the guys from Investor Property about 13 years ago after deciding that we needed to boost our superannuation portfolio. They guided us with property investments & we are now retired with no more financial worries. Thanks Investor Property!

Matthew Clarke: The team at Investor Property have set us up on a path to prosperity that we couldn't have imagined possible. We felt why guess as amateurs when we can get professional guidance !

mark purkiss: Investor Property are an amazing company. From my very first phone conversation with them , they have been nothing but honest and upfront. Over the years we have invested with them in number of properties, all of which have performed beyond our expectations.I could not recommend Investor Property highly enough.

Scott Shaw: Matt and the team were a pleasure to deal with - highly recommend!

Remo Raccanello: Great company to deal with. Matt Lawrence was fantastic, would definitely recommend giving him a ring if your looking for a property

Aufel Reyes: We just bought our fourth investment property in Sunshine Coast with the help of the Team from Investor Property we couldn't Thank them enough for all their help and support from the start of every project till it's finish. And the continuous professional property management services, that gives us peace of mind of Guaranteed Rent. Their Property management Team is the really good in finding nice tenants and they make that your Property is very well look after.

Kyal Osborne: , has allowed us to invest in secure assets on the Sunshine Coast, with good yield and capital growth. Highly recommended.

Sunshine Coast Snake Catchers - Stuart McKenzie: Great company and fantastic people. Have helped us build a property portfolio over the last 3 or 4 years and we have a few more projects happening with them in the future. They know their stuff when it comes to property!

Graeme White: he spent hours driving me around the Sunshine Coast to help me better understand the local market. I ended up purchasing two new properties on the Sunshine Coast through Mal in 2020, both of which have now seen significant uplift, one of these only being possible because of the relationship his company has with a sought after developer. I can't speak highly enough of Mal. I also dealt with Lucas Scammell who is a general manager in the company. Lucas was instrumental in closing the deal on the second property I purchased. Like Mal, Lucas is sincere, positive and genuinely wants to help people. Very professional in his conduct and with a long history in the company he is also a wealth of knowledge on the Sunshine Coast property market. Lucas has also stayed in touch with me since my two purchases to ensure everything is running smoothly, keep me updated on the Sunshine Coast market and help in any way he can whether that be in relation to these two properties or new opportunities. You can't go wrong with these guys. Highly recommended.

Mark Dagge: These guys know what they are doing and do what they say. I have been investing with them since 2018 and have had several of my investment properties bought, managed and sold through them. I have been very happy with the level of service and the results. So happy that I have now introduced my son to the team to invest with their guidance.

John Moor: We bought our very first investment property with the help and expert guidance of Investor Property back in 2010. This was while we still lived in South Africa. Everything was seamlessly undertaken and completed with their help. After emigrating to Australia we purchased a further investment property in 2016 and are currently in the process of adding another 2 to our portfolio. Knowing our needs Investor Property have matched us perfectly with the right property, in the best locations, and with the best returns on investment.We have not had one month without a tenant since 2010 while these properties have been under their management. Great team, thank you.

Blake: The team at Investor Property have been outstanding in the process of purchasing my first home and teaching as well as helping show me how to set up the foundations of a strong property portfolio. I cannot recommend them enough for anyone that’s looking to start investing in real estate or even already experienced property investors.

Haydon Churchill: My partner and I have always been interested in building a property portfolio, we were recommended to Investor Property by a friend. Without the assistance of Investor Property we wouldn’t have been able to achieve what we have to date.I couldn’t recommend Mal Cayley and the team at Investor Property enough!

steve levy: is everyones sounding board regarding real estate on the Sunshine Coast so why would you go anywhere else. Once again thanks to Matt in particular for sourcing 2 great properties for us and we will definitely be investing with you again !!

9. ASCENDIA INVESTMENT NOOSA: Independently Licensed Portfolio Managers & Superannuation Consultants.

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· 4 reviews

2/1 Eugarie St, Noosa Heads QLD 4567, Australia

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ASCENDIA INVESTMENT NOOSA: Independently Licensed Portfolio Managers & Superannuation Consultants.: what do users think?

Clarrie Bradley: Although I was a relative newcomer to the financial investment market, Ascendia treated me with respect and addressed any of my concerns promptly. I have confidence now in contacting either Sherman or Liz as they always make me feel comfortable and that none of my somewhat naive questions are trivial. Great customer service! Highly recommended!Clarence

Cornelis Smit: been friendly, professional and caring. They have looked after our personal and our SFMF finances very well.

Richard Newman: We have been clients of Ascendia for about 16 years and in that time they have protected our assets & generally increased their value

10. MadeComfy

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· 2 reviews

Suite CA 6 - 10 Level 1, 28 Eenie Creek Rd, Noosaville QLD 4566, Australia

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11. YOUR Portfolio Manager

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· 10 reviews

111 Aerodrome Rd, Maroochydore QLD 4558, Australia

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12. BlueChip Rentals | Sunshine Coast Property Management

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· 28 reviews

6/20 Brookes St, Nambour QLD 4560, Australia

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13. BnB Hosts - Property Management Services

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· 2 reviews

Suite CA 6-10 Noosa Civic Commercial, 28 Eenie Creek Rd, Noosaville QLD 4562, Australia

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14. Stream Financial - Sunshine Coast Financial Advisor

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· 29 reviews

100 Burnett St, Buderim QLD 4556, Australia

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Stream Financial - Sunshine Coast Financial Advisor: what do users think?

Fiona Reid: I was very nervous to sit down with Nick and Tim, they quickly put me at ease and were so helpful. They were always sure to check that I was comfortable with the plan and that I understood what they were advising. I feel much more confident with my financial situation and retirement plans. I thoroughly recommend them

Rob Smyth: I cannot recommend Janis and Stream Financial enough! Janis delivered an unbeatable and warm service that made the whole process so easy.

Clifford Allen: We have been with Diane for over eight years, she has been such an enormous help with both of us retiring early. She has guided us expertly through all phases of retirement, we trust her with all aspects of our life, she has also become a confidante and friend. We would highly recommend.

Rachael Purnell: Lachlan and the team were a pleasure to work with. Really happy with how easy this process was.

Melanie Murray: Dealing with Lachlan and Nick was easy and comfortable. Lachlan is a great host and presented a thorough analysis with different options for us to consider. They took care of all the external dealings and paperwork for us. It was a smooth transition and not stressful at all. Thank you for looking after us and for follow ups! Much appreciated, Mel & Marco

Lez Wood: We are retired and wanted to do better on our Super. We were apprehensive about going with a financial advisor, but found the people at Stream financial to be very professional and easy to deal with. Lachlan took time to explain the direction we should go and we are now in a better position. Very happy we made the decision to go with Lachlan and Stream Financial.

Shari Brewer: Very happy with the communication and service from Diane at Stream Financial - she could sense I was apprehensive about finances bu made the process seamless and completely tailored to my needs. Have already and will continue to highly regard her as a caring and solutions-focused financial advisor.

Allison Brown: Highly recommend Stream Financial! Lachlan has been looking after our insurance for years and is extremely helpful and professional.

sharaane mcguire: Great communication, easy to understand.

Sam Mccurtayne: Extremely helpfull definitely recommend

Sharon Porter: The experience we had with Stream Financial was nothing short of amazing. They are so friendly and professional. The out come of our claim thanks to Janis and Lachlan was life changing . Also the advice for our future was perfect for what we need to do to secure our future. I highly recommend Stream Financial and will be a client for many years to comeRegards Sharon

Fiona Ferguson: I recently met with Lachlan Money to assess my financial situation and plan for pre retirement and future estate planning. Lachlan was very helpful and understood my situation immediately. He was friendly, easy to discuss with and be open about these sometimes delicate matters. I appreciated the time and advice Lachlan gave me and will be pleased to engage his services in the future. I was also extremely surprised at the end of my visit to be told that the consultation was no charge. Thank you.

Vaughan Bruton: I cannot recommend the team at Stream financial enough, they are lifesavers!Janis has been terrific even when I was not at my best and Tim is amazing and reassuring when I needed someone to talk to.It has been a life changing out come for myself and my family from the bottom of our hearts Thank you!

Amy Golbourn: Lachlan was extremely helpful and professional, always there to assist and answer any questions.Lachlan truly went above and beyond to help myself and my husband with all our insurance needs.Very happy and thankful to you.Amy

Colleen Flashman: Stream Financial have been excellent in the way they conduct business.We have been extremely impressed with Janice Glassop. Janice is one of the most friendly, professional person we have ever dealt with, Janice would be a most valuable employee in any business.Thank You Janice All the very best in the future. Stay safe.

Zita Harris: We have had the good fortune of working with Janis Glassop over a period of time on a very complex and distressing case. I cannot recommend Janis enough. Janis has at all times gone above and beyond in her role representing us. She has been totally committed to our case and her professionalism, knowledge and efficiency has been outstanding. Janis also has a very caring manner and takes the time to get to know her clients, which has allowed us to put complete trust in her with very personal information. I highly recommend Janis and the whole team at Stream Financial.

Richard Leathers: I have been insured through Stream Financial for a number of years and have recently had to make a claim on my IP insurance. I was in a very vulnerable place at the time and through the interactions with the team at Stream Financial I felt acknowledged and supported through the whole process. Initially meeting with Lachlan who was patient and thorough through the initial first meetings and then had the fortune of having Janis assist me from there on with regular phone calls to just check in and see how i was feeling as well as liaising between the insurance company on my behalf until I felt able to do so myself. I would highly recommend the team at Stream Financial as in my experience, I was entirely supported through the claim process and feel that they put me, the client first.

Toni-Maree Chappell: . It was very complicated but Janis made them fix their error and refund all of our money back to us. I'm sure if I was solely dealing with the insurance provider on my own that I would still be waiting for our money to be refunded. Words cannot express my gratitude.

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