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Superannuation consultant
1. Global Pacific Solutions Group
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· 2 reviews
171 Brisbane Rd, Mooloolaba QLD 4557, Australia
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Jan Van Schalkwyk: who went out of his way to support me with the best financial advice and the result speaks for itself.Well done Doug!!
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Superannuation consultant
2. The Super Factory Pty Ltd
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· 33 reviews
8/16 Innovation Pkwy, Birtinya QLD 4575, Australia
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Warwick Parkinson: Both Annette and I have used the services of The Super Factory dealing with Paul Fox over the past 13 years.We found Paul and his team easy to communicate with and consequentlythe flow on from that was efficient, competent and super service in completing our Super Fund accounts expeditiously, dealing with, obtaining and lodging all the necessary documents needed to report to both Centrelink and ATO. Further we should add that this was all accomplished with the minimum of fuss and the maximum of efficiency so much so that the really good part for us was the prompt repayment of Tax refunds where due. Thanks Paul for such good and reliable completion of all things super for us, always on time and a pleasure to do business with you. We will continue to have our super fund looked after by you and your excellent staff with peace of mind. Many thanks again.RegardsWarwick and Annette Parkinson
Leisa Solomon: We've been using The Super Factory for several years now. Best people, best professional service and best value for money. 10 out of 10 for responsiveness and follow through.
Bob HOGAN: The Super Factory has been handling my SMSF since 2008 and I recommend them to anyone that wants to start an SMSF. I give them 5 Stars.
Carol Atkinson: The Super Factory, in particular Paul Fox offers a timely and efficient service. I have been using the Super Factory for my SMSF for a number of years. The staff are very approachable and exceptionally helpful even if you have a query at any time during the financial year. Emails are always answered within 24 hours. I would highly recommend Paul Fox at the Super Factors.
Neil Dearberg: Paul and his ladies handle the complexity of pension and accumulation accounts very well and I have every confidence for the future and look forward to the ongoing relationship. i recommend them highly.Another great year from a top quality team at Super Factory - a super job again. Thanks Paul and the team
Jack Andersen: I have found Paul Fox of the Super Factory to be helpful, professional and expedient in caring for my superannuation account. He is a good communicator, easy to work with and efficient. All at a fraction of the fees I was paying prior to joining Paul.
Mark Spencer: Paul Fox stands out for his knowledge, his patience and his clear communication. His unmistakable passion for the SMSF construct gave me the tools and confidence I needed to achieve encouraging early results with my Super. Super Factory follow-ups are friendly and to the point and fees are pleasantly reasonable. Highly Recommended.
Peter Roan: Excellent service....again..... timely preparation of required information , Friendly interaction. Paul and staff are highly recommended to anyone who requires tax work for their SMSF.
Alan George: Paul provides a wonderful efficient service. He has great expertise in preparing financial and taxation statements for SMSFs. Paul is very personable and takes time to discuss any issues with you. His reporting is timely and at a very reasonable cost. Many thanks Paul. Highly recommended.
Cary Speakman: Another efficient and easy year of dealing with Paul and the team at The Super Factory.
Grant Walker: I have been dealing with Paul and Kate for many years. He and his friendly team are always helpful and diligent in the service they provide.Systems are always explained clearly and efficiently.I cannot recommend Paul and his team high enough.Grant & Jan Walker
Lisa Sauer: Timely, fast and efficient service. The team at the Super Factory are always there to answer my questions which gives me peace of mind. I know I can count on them to get things done right - first time.
Scott Roush: Paul and the crew do an excellent job and all services are provided in a timely and professional manner. The staff are very knowledgeable and more than happy to answer questions. They are extremely friendly in their approach and returns are always done in a very short turnaround. The price for service is more than fair and possibly the best aspect of all is how stress-free the whole experience is. I highly recommend The Super Factory!
Tony & Marie Steele: We have been clients of Paul at The Super Factory for a number of years now. The service is exceptional and our fund reports and tax return are done in a very timely manner. Paul and his staff are friendly and efficient and we would highly recommend them to deal with your superannuation matters.
Gordon Rigden: I know that I struggle with paperwork and financial matters so it was great to deal with Paul and his team to get my SMSF established in a very professional and detailed manner. Communication is so easy, I ask questions and I am met with sound advice each time. The cost involved is well worthwhile, it gives me peace of mind and confidence that every legal aspect is covered so I can enjoy the best of my investment. I have been with Paul and team for over 4 years and have always known quick responses to any concerns so I am very appreciative of the efficient and cost effective service given by Paul and The Super Factory.
robert hardingham: We have been searching for several years to find a top quality professional accountant to assist us with our self-managed super fund tax returns. We needed someone we could trust and respect, someone who was competent and well informed, and someone who was prepared to understand our needs and meet our expectations. Our search is now over. We have met Paul Fox from the Super Factory at Buderim. Paul meets all our criteria and more. He is very easy to communicate with and makes us feel very welcome and relaxed in his presence. He is obviously on top of his game and appreciates the need for a professional and businesslike approach in a timely and efficient manner. We would highly recommend Paul to anyone seeking a reliable, highly efficient and well informed taxation accountant who also demonstrates a high degree of compassion, empathy and understanding.
Bruce Withnall: Always a pleasure doing our business with Paul and his friendly team. It is always easy to make a time to meet up and review our requirements and the service is very efficient and good value for money. We have been with The Super Factory for over 6 years now.
IAN MCNAUGHT: What is not to like.Ease of access, knowledgeable, pleasant to communicate with, reasonable charges and a quick turnaround.All good
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Superannuation consultant
3. AGAT Business
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· 497 reviews
66-68 Currie St, Nambour QLD 4560, Australia
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Rett Speidel: For years I’ve dragged my feet on getting my retirement plan started. If I knew how simple it was to get started with the help of an expert I wouldn’t have hesitated. Thank you Jake for educating me in getting the ball rolling!
Shaun Donnelly: Thank you so much to AGAT but especially Lilli who walked me through the simple process. AGAT showed me how poorly my super was performing. Plus the ongoing financial advice they can offer is amazing.I should have done this years ago.
Mark Norton: Awesome customer service, clear information and support recommend seeking their assistance
Brad Bailey: Been nothing short of amazing! Thanks so much Vanessa! You've been an amazing help, it's such a small world getting me back in contact with childhood friends who have started a financial planning company too
Jami Scott: Very delighted & impressed with the solutions AGAT have provided. The outstanding customer service & simplicity of information given by Amelia & Anders was very refreshing. I'm a very happy customer! Thanks guys
michelle green: Sam and Tim were incredible. So easy to talk to, and helped me fully understand my situation, and the things that could be improved! Best service I have received in a long time. Couldn't be more grateful for their time and effort to help me! They truly have helped improve my outlook on my financial situation, and given me much more benefit for the future! Thanks so much Sam and Tim you are wonderful
Thiru Siva: Jonathan was awesome, great work
Peter Kotevski: Good experience, very informative.
Katie James: In this climate, it is uncommon to trust an unknown caller. However with Shane McDowell, he made an incredibly difficult decision & lengthy process, an absolute pleasure & I have every confidence in my future financial position for retirement.I would like to thank Shane so very much, he is exceptional at his job & lucky AGAT to have him as their employee.Kind Regards
angela cardona: Great service and even better advise, Tim and Samuel were so helpful and friendly, highly recommended 🙂
Angela Cox: I have had the best experience, information and advice from the AGAT team! From their service, professionalism and caring attitude I cannot fault anything. I am so happy they contacted me, they have placed me in a much better position for my future! Thank you so much Darryl, Vince, Andrew and the lovely lady who I first talked with!!
Darren Bowdren: The team did a wonderful job finding a much better super for me get get the most money for retirement
Tracee Holland: Great quick efficient work.
Cy Fahey: Dealt mainly with Sam and Jonno.Very likeable and not robotic in their services.
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Financial consultant
4. UP Private Wealth
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· 12 reviews
The Corporate Centre, Level 1, Advice Suite 3, 13 Norval Ct, Maroochydore QLD 4558, Australia
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Rose Clark: We are very fortunate to have found Cesar.Retirement was on the horizon, and we were no closer to figuring out our future finances.With Cesar’s considerable expertise, we now have a clear understanding of where we are going and what we want to achieve.Cesar takes the time to ensure that what he is presenting to us is fully understood.His friendly caring approach is much appreciated.We highly recommend his services.Barry and Rose Clark
Moira Denton: I have been a client of Cesar’s for 8 years and over this time, as my Financial Advisor, he has helped me immensely in securing my financial future. His professionalism as a F.A. is coupled with his natural ability to listen and hear your concerns and address them with you leaving you feeling confident that you are in good hands. All of the staff at UP Private Wealth are a delight to deal with and I can highly recommend them to anyone seeking financial planning.
Jeanette Eldridge: Positive:Professionalism,Quality,Responsiveness,ValueCesar from UP Private Wealth provides us with courteous and professional service. His friendly, helpful manner puts us at ease and everything is explained in an easy to understand way. Cesar is confident and trustworthy and UP Private Wealth always puts clients first.
Elizabeth Hill: Positive:Professionalism,Quality,Responsiveness,Value
David Callen: Positive:Professionalism,Quality,Responsiveness,ValueWe have been clients of up wealth for many years and have always been treated as family not just clients cesar and his team have looked after our finances in a most prfessional manner as if it was there funds highly recomend them to anyone looking to stabilize there current and future funds
Rhonda Love: Positive:Professionalismcesar is a delight to deal with have been with him for a long time would recomend him to everybody
Glenn Russell: Positive:ProfessionalismCesar has personally guided me through some tough personal times always with my best interests at heart
Kyree Conrad: Positive:Professionalism,Quality,Responsiveness,ValueI can highly recommend the services UP Private Wealth offer. Cesar and his associates have gone over and above to assist with understanding and building our superannuation and have treated us like family from the very first appointment. If you need financial assistance give them a call, you won't be disappointed.
Greg Hartley: Thank you Cesar for the excellent services you have provided to us for the past 7 years. Your expert advice has been invaluable and helped us traverse a path through some very uncertain world wide financial times to achieve financial security. You and your staff are always very responsive and knowledgeable whenever we have needed advice
Domonic Dilnot: A wealth of knowledge with a caring attitude, UP Financial Planners you are an essential asset to anyone, even those who think they had a Plan!
Mandy Napier: Kellie Payne is an exceptional human being. A true professional and total expert in her field of business. She will ensure she does the very for you and your financial or investment situation. I can highly recommend Kellie to help you with your financial needs and ensure your future is secure and peace of mind by being in charge of your destiny.
Nathan Brown: Was very impressed with Cesar and his team at UP Financial after our initial "Financial Health Check". Looking forward to working with UP Financial Planners over the coming years.
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Superannuation consultant
5. 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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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
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Financial consultant
6. Philos Consulting
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· 16 reviews
10/61 Burnett St, Buderim QLD 4556, Australia
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Miranda Bravo Hollands: Great to work with, fantastic listener - Thanks Rio
Kari Dixon: Could not be happier with the service that was delivered, extremely happy with the communication and organisation provided to me by Riordan.
Stacey Bentley: Riordan was able to help us instantly and he was very flexible. He was generous and easy to talk to. We learnt a lot and would recommend Riordan!
Jessica Fantone: Riordan has a wealth of knowledge and makes things easy to understand. Highly recommend him and his services!
Raymond vonder: Positive:ProfessionalismApart from being a great guy, Riordan is a professional and bloody good at what he does. Highly recommended.
Matthew Weller: Positive:Professionalism,Quality,Responsiveness,ValueRiordan is a rock star, passionate about all things that relate to making life better for human beings. Engaging, interesting AND interested, Riordan is someone who you can sit with and discuss everything, from football to social equity. 5🌟 highly recommend.
Holly Tompkins: I’m not sure what to rate more highly - Riordan’s knowledge, advice or the easy and affable manner in which he delivers and disseminates financial information applicable to your individual situation and needs.After consultation with him, I came away feeling empowered, with a clarified and realistic set of goals. Thank you so much!
chris Brooke: Riordan was amazing and professional in the way he helped us get protected and explained it in such a way it all made sense. Highly recommended
Scott Aadal: Great company with great set of services at low prices. Definitely recommend
Tayla Mojidi: Riordan is extraordinarily passionate about what he does and this is reflected in the results that he receives for his clients.Riordan is always happy to go the extra mile, and is truly a professional that you can count on.
Cass & Shane Hewitt: Very knowledgeable and understanding. Gives great advise and will continue to recommend. Thanks!
Christine S: Riordan is simply the best at what he does, and he takes the best care of his clients. Highly recommend!
Clint Hamilton: There is no better business decision you can make than to get Philos on board 🙌
Ashleigh De Santis: Riordan ensures that his clients are well looked after and have a thorough understanding of their financial requirements. Thank you for looking after my Financial needs. I have enjoyed working with you thus far, and look forward to a continuing relationship. Thanks again
Rob Weh: Very knowledgeable over all aspects of financial advice, has awesome energy and gets you excited about the future. I can’t wait to retire with Riordan action plans in place thank you.
chantal panuccio: Riordan is very professional and helpful in his approach to getting his clients what they want and need. I highly recommend Philos.
Henri Telkes: Riordan and his staff genuinely want to help put you in the best financial position for your circumstances. They really listen to understand what you want to achieve. I’m very happy with their work and highly recommend them.
Ty Tamblyn: Great business, great people and great advice!
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Superannuation consultant
7. QSuper
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· 4 reviews
Ground Floor, Main Hospital Building, 6 Doherty St, Birtinya QLD 4575, Australia
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Jacquie F: Don’t know why reviews are so low. I have been here twice and everyone has always attended to me quickly. Staff knowledge has always been great too
Frank Testa: Great to have an office on the Sunshine Coast.
John Toolis: Knowledgeable staff providing a professional and friendly service for the benefit of Sunshine Coast members.
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Financial consultant
8. FAA Group
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· 6 reviews
Suite 3-7, Level 5, Tower 2/55 Plaza Parade, Maroochydore QLD 4558, Australia
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Financial consultant
9. My Online Adviser
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· 15 reviews
96 Aerodrome Rd, Maroochydore QLD 4558, Australia
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