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Investment service
1. 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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Investment service
2. 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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Investment service
3. Phoenix Wealth Consultants
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· 3 reviews
Unit 11 Sailfish Cove, 112 River Esplanade, Mooloolaba QLD 4557, Australia
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J A: Having been to a different mortgage broker we were given incorrect advice which put us in a very difficult situation. I discovered Phoenix Wealth online and found them to be incredibly professional, driven and patient from the day they took my application on. I can honestly say I’ve never before met someone more committed to achieving a goal. Thank you for all your hard work Rachelle and Mark who were absolutely fantastic and the whole process was smooth and efficient. In addition the communication was honest and transparent.Thank you so much guys.
Joshua New: Bec and I would just like to extend our gratitude to all of you guys, at the beginning we were a bit sceptical mostly because it seemed too good to be true but y’all have proved to us just how easy it is to become investment property owners with your help. We have just got a tenant ready to move in on Friday into the 1-bedroom house and a lot of interest in the 4-bedroom house that we should have occupied in the near future. Our SMSF property is all but underway and hopefully it will be built in a short time like our DI Ripley property was. We really appreciate everything you guys have done and continue to do for us in the future.Josh & BecSpring Hill NSW
Viviana Olaya: Harold Upton, Mark McEvoy and the team at Phoenix Property consultants are extremely professional. They will guide you throughout the process and explain all the options available to you. All of our interactions with them have always been satisfactory and we know they got our back. I highly recommend Phoenix property consultants, you will not be disappointed.
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Investment service
4. Paladin Corporation
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· 1 reviews
45 Brisbane Rd, Mooloolaba QLD 4557, 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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Financial planner
6. Fiducian Financial Services
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· 1 reviews
T2.308, Kon-Tiki Business Centre Tower 2, Level 3/55 Plaza Parade, Maroochydore QLD 4558, Australia
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7. 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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8. DBA Property
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· 12 reviews
Kon-Tiki Business Centre, Tower 2, Level 3/55 Plaza Parade, Maroochydore QLD 4558, Australia
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9. Investor Property
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· 14 reviews
502/45 Brisbane Rd, Mooloolaba QLD 4557, Australia
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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 !!
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Investment service
10. 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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11. Poole Group Accountants & Investment Advisers
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· 3 reviews
1/8 Innovation Pkwy, Birtinya QLD 4575, Australia
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Jarrad Neck: Dale and his team are the best in the business. He knows what he is talking about and genuinely cares about your business. His communication is great as he always answers his phone or returns your call in a timely manner. I would highly recommend him for any business or individual on the Sunshine Coast.
Ashton Wood: Don and Adam from Poole Group have been my personal and business accountants for many years. Their experience has allowed me to focus on my business while they manage the “numbers”. I am the kind of person to ask a LOT of questions and they always ensure I’m educated and updated on all tax and government changes to laws. They were an absolute god-send during covid and came to me when they noticed my drop in revenue had qualified me for government assistance. I highly recommend you chat to these guys if you’re looking for an accountant who cares about you and your business.
Candice Rosborough-Ball: and Hayden White
Luke A: Highly recommended! Dale looks after our business accounting. He's easy to talk to, always has the best advice and offers a very efficient and professional service. 👌
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12. Dwyer Property Investments
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· 16 reviews
256 Nicklin Way, Warana QLD 4575, Australia
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