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Stock broker
1. 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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Financial planner
2. Martens Wealth Management
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· 1 reviews
1/52-54 Baden Powell St, Maroochydore QLD 4558, Australia
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Karen Fourie: Positive:Professionalism,Quality,Responsiveness,Value
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Financial planner
3. National Solutions Group
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· 11 reviews
2/27 Flinders Ln, Maroochydore QLD 4558, Australia
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Marilyn Masters: Thank you Dave we are delighted with our new home and our investment properties, Kym was so accommodating to our changes and amazed with how little the cost is to own investment properties.
Chey Williby: Oh what a wonderful experience dealing with NSG, Alex was so helpful and I thought that investing was going to be really tough and time consuming but Alex and the team there showed me how effortless it was and now i'm a proud owner of a successful property portfolio
Thomas Kaufmann: Fantastic service. Have dealt with the mortgage broker Scott for many years.
Michael John Duncanson: As with most people today my wife and I where a bit sceptical on financial planners and Investment properties, we have no real superannuation, and we knew we needed to do something about it so we could retire and be self supportive and still have a active life style, after dealing with NSG we found the staff friendly, extremely professional, no pressure, sound advice, and most of all supportive with a nothing is to hard attitude. we bought a Investment property through NSG and we are extremely happy, the work NSG did to secure a loan from banking institutions was amazing to say the least as my wife works and I am a Invalid pensioner, most banks would not support our application but NSG worked extremely hard and found a loan with great rates.So if we could buy a investment property so can a lot of people.The hardest part is the self doubt-Can we afford it, more debt, and maybe even why worry about it, we all are different and we all have different goals in life, but this is one goal we are glad to have achieved through NSG.
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Investment service
4. Guide Financial
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· 20 reviews
6/94 Memorial Ave, Maroochydore QLD 4558, Australia
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Craig Wall: My annual review paid dividends this year. Thanks Guide Financial and well done Stacey.With interests rates rising she pushed the bank to do a better deal for me. Whatever she said worked. My rate was reduced substantially meaning more funds were coming off my principal instead of being lost to interest.That helps me keep my repayment goal on track.Top service - Thanks.
Kay Van Der Vlugt: I would not hesitate to recommend Guide Financial. Marc and the team are highly skilled, knowledgeable, professional, honest, friendly and helpful. Marc listened to our financial goals and has steered us steadily to achieve them. We could have not done this on our own.
Simon Cox: Fantastic team always looking out for you and being on top of all paperwork. Clear and concise knowledge given which helps to make an informed decision.
Nicole Cassimatis: I have been a client of Guide Financial for many years. They have provided me with professional advice which has allowed me to achieve an early retirement. I recommended them to anyone.
Allan Titlestad: Our experience in all our dealings with everyone at Guide Financial over the past several months has more than exceeded our expectations! Everyone has gone above and beyond in every aspect!Thank you all, and we feel very much secure in your hands helping us to achieve our financial objectives.
Kyrran Lewis: The team at Guide are amazing in all areas!! Stacey and Marc made our recent loan application easy and explained everything so clearly whilst supporting us through the process - it is great having the Guide team on our side!
Ruth Jeffs: Positive:Professionalism,Quality,Responsiveness,ValueWe were so grateful for the wonderful service from Guide Financial when purchasing our investment property. In particular the assistance around the best mortgage options for us. Stacey was attentive and proactive in the entire process, keeping us well informed and really going beyond our expectations. Highly recommend!!
Jennifer George: Since we first sought advice from Guide Financial 3 years ago, we are more educated about where our money is going and feel more in control and positive about our future finances. Whenever I have a question about our finances, they always respond quickly - and no question is ever too dumb! Huge thanks to Marc, Brad and the team for always keeping us informed and in control.
Tania: Positive:Professionalism,Quality,Responsiveness,ValueHave been a client for 20+ years and have always found their service to be excellent. Brad and his team always work hard to ensure that we are always kept in the loop; they keep in touch with us on a regular basis and over the years have provided excellent advice for us. Can highly recommend.
Justin Schultz: Positive:Professionalism,Quality,Responsiveness,ValueGuide have been an absolute pleasure to deal with for many years. They have helped guide me in financial decisions, helped with loans as well as insurances and I couldn’t be happier.Very professional and highly recommended!
Stephen Mackaway: Positive:Professionalism
carol dahler: 20 years ago, Brad as a shy young man advised us with our Superannuation queries as we were one of his first clients. We have remained with his Company and watched he and Mark expand both the business and their families along with their friendly professional and helpful staff. In our opinion we have found they are trustworthy and knowledgeable in this "topsy turvy" world.
Peter Male: We've been with Guide Financial now for must be nearly twenty years. Bradley and his friendly team have taken us from our peak earning years to now winding down to a planned comfortable retirement. They've guided us through the maze of tax issues, investment strategies, superannuation & retirement planning. Sincere thanks.
Neil Evans: The service and quality of work from Brad, Marc and the team at Guide Financial is second to none, they show real care and professionalism on the level of service to their customers and make you feel like part of the family.They have helped build my super taking a hands on approach to the investments whilst at the same time taking a balanced view of risk and reducing my fees.Love your work!
Peter Homans: We have been clients of Brad for 13 years, all of the staff are helpful and friendly. We highly recommend Brad and the team at Guide.
Catriona Gough: Positive:Professionalism,Quality,ResponsivenessCannot recommend Brad, David and staff at Guide Financial highly enough. They are all amazing - friendly, professional and knowledgeable. I feel very secure in leaving my financial management in their very capable hands!
Adrian Cosman-Jones: Big shout out to Stacey & Marc from Guide Financial. I had issues with my order, it was incorrectly delivered to Brisbane instead of Melbourne. Stacey and Marc helped to quickly change Vehicle information for another car and was able to get the replacement car within a few days. If you need finance, these guys go above & beyond to get it sorted quickly for you.
Marshall Brentnall: I have known and worked with Brad and Marc for more than ten years, and they are advisers that I would recommend to my family and friends. The Guide team are friendly, knowledgeable and provide great service.
Barbara Fields: The Best Independent Financial Advisors on the Sunshine Coast
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Financial planner
5. Mike Beal Financial Planning
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· 56 reviews
Tower 2 Level 1 The Hive at Kontiki, 55 Plaza Parade, Maroochydore QLD 4558, Australia
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NJS 4567: We found Mike to be professional, prompt and very helpful.Highly recommend using him for anything financial
Yvette Smith: Mike has helped with super & our retirement plan over the past few years, Bruce & I recommend Him highly.
David Pond: Mike has managed my SMSF for many years and has helped successfully transition to retirement.
Sophie Hall: Mike was amazing. He saved me a lot of $$$ by giving me sound advice. I recommend him highly. He knows his stuff. He was very professional and had a lot of patience explaining step by step details of how I could put myself in a better financial position. Thankyou so much Mike😃
Tiffany Bower: Mike helped me save a significant amount of tax. I highly recommend Mike Beal and his team, Jenny and Allese are fantastic.
Diana Woolley: Mike has been exceptional in his understanding of our retirement requirements. He is able to explain investment advice clearly and we have found that advice to have been very rewarding.
Jan Brunton: Mike provide us excellent and sound advise with our recent retirement. We would recommend Mike to anyone who is about to retire
Leonie Reilly: Mike really put things into perspective for us. We now have long and short term goals in place to get us where we want. We will definitely be checking in with Mike along the way to keep us on track.Thank you for your advice.Leonie and Jake.
kris owens: I reached out to Mike for some advice on long term savings options. I found Mike to be genuine, approachable, and spot on with the options he presented. He took the time to understand me, my needs and situation, and then he presented well thought out options. Highly recommend.
Dante Garcia: Mike is very knowledgeable, professional and truly independent. Also easy to talk to and personable, which in my opinion is hard to find these days.
Fiona Penman: Very thorough research and sound advice. A great help
Jackson Clarke: Positive:Professionalism,Quality,Responsiveness,ValueMike is extremely friendly and knowledgeable and just an absolute pleasure to communicate with. He went above and beyond to answer any and all questions and was very helpful with everything I went to him regarding.
Jeanette Allen: Mike is very personable, and willing to listen. He takes the time to explain exactly what he is recommending and why. Since giving Mike my business he has continued to be just as helpful as he was before he had it even though I am a small value customer. I am very pleased I transfered my investment account to Mike Beale Financial Planning.
Skid: Mike and Jenny were extremely thorough and professional throughout the process of assisting us into retirement and we would recommend their service highly. Very clear in explanation and with a thorough understanding of the current market, Mike’s advice made us very comfortable with the decisions we made about our financial future. Thanks Mike and Jenny!!
Rob: Mike was a pleasure to deal with. Turned up on time.Was honest with his advise.He didn't try to push us in a direction we weren't comfortable with.All in all a very good experience.Would highly recommend.
Allie Haig: Positive:ProfessionalismMike is a very pleasant and easy to chat to guy. He was happy to listen to my concerns, with great ideas and solutions, as well as offer follow-up support. I'm very happy to recommend him!
Jacinda Maher: Positive:ProfessionalismMike is professional and knowledgeable. Mike has a calm approach, he communicates clearly and is always flexible with his meeting times. It is a pleasure with deal with Mike
Joshua Daniels: Positive:Professionalism,Responsiveness
Paul Gribben: Positive:Professionalism,Quality,Responsiveness,ValueMike was really helpful providing me with a clear pathway forward towards my retirement
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Investment service
6. WealthPath Financial Services - Planner Sunshine Coast
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· 12 reviews
7/21 Nicklin Way, Buddina QLD 4575, Australia
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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.
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7. Morgans Financial Limited - Noosa
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· 2 reviews
1/46 Mary St, Noosaville QLD 4567, Australia
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Alan West: Matthew,Look, sorry for intruding upon your time. It actually wasn't terribly important, anyway. If ABZ, BCI, orNST are going down, I'll sell. Was just interested to get your opinion, -- either, OK, "give it a go," or "don't be daft".All the v.v.v. best, Alan, and Jen.I'll take a 'no reply' as an OK. Cheers, Alan, and thankyou for all that you have done for us!!!!!!!!!!
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Investment service
8. Bell Potter Securities
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· 6 reviews
5 Birtwill Street Suite 4B Coolum Chambers, Coolum Beach QLD 4573, Australia
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9. Invest4Life Financial Planning
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· 4 reviews
1 University Way, Sippy Downs QLD 4556, Australia
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Thrive Photography: Dealt with Damien Kirby. Can not speak highly enough of him. Highly recommended. Thank you
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Financial consultant
10. Stream Financial - Sunshine Coast Financial Advisor
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· 29 reviews
100 Burnett St, Buderim QLD 4556, Australia
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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.
