Astute is a comprehensive finance, insurance, and wealth business serving since 2000. As a privately owned enterprise, it stands at the forefront of the market, offering fully integrated financial services to its members. Highly esteemed in the financial services sector, Astute boasts a membership base comprising approximately 500 insurance, finance, and financial planning specialists across Australia. The dedicated team at Astute delivers a comprehensive range of financial services, encompassing home loans, commercial and business lending, equipment finance, personal loans, and various types of insurance and superannuation. Driven by a commitment to innovation in the financial services industry, Astute takes pride in providing its members access to an unparalleled suite of financial products. This multi-award-winning business has strategically positioned offices throughout the North Queensland region for the convenience of its clientele. The team at Astute is well-versed in the products they discuss, and they are perceived as dedicated professionals who diligently work to secure the best possible deals for their clients. Astute Financial Management Pty Ltd has Cairns, Port Douglas, Atherton, Smithfield, and Mareeba offices.
UNIQUE FACTS:
• Friendly & Very Knowledgeable.
• Professional Services.
3 Best Financial Services in Cairns, QLD
Expert recommended Top 3 Financial Services in Cairns, Queensland. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
ASTUTE REVIEWS
Cannot recommend the team at Astute Cairns enough. Gus, Prue and the team have been Pivotel to our purchasing two homes in the past 18 months. At a time where changing jobs and moving to a new town is stressful and overwhelming, the team at Astute has taken care of us. They’ve made both circumstances so stress free. Including a change from purchasing and living in our first home/ to purchasing a second home and converting our first into an investment property so easy and stress free for us! We cannot recommend them enough and we’re looking forward to spending time with their financial advisors to supplement our finance knowledge and help guide us through the next part of our investor/home owner journey.
The Team at Astute are absolutely amazing. I recently had a review with Tracey and the wealth team for personal insurances. Tracey was fantastic! She explained everything in an easy to understand way and made sure we fully understood what we were discussing while giving us plenty of time to ask questions. Tracey listened to our concerns and provided helpful advice. You need to make an appointment to chat with Tracey and the team ASAP!
We highly recommend using Astute for your business financing, we have been using Astute as our finance broker for a number of years and can't fault their services. We have had very short timeframes on our purchases and Jasmine has always been able to accommodate. We really appreciate Jasmine going above and beyond to ensure our financing is done in a timely, seamless and professional manner. Thanks Jasmine!
Help others: Click Here to send review or send us your review to reviews@threebestrated.com.au. Negative and positive review will be used for rating. Make a difference.
Kelly Wealth Services provides extensive financial planning and investment strategies catering to families, individuals, and businesses in the Far North Queensland region. As the Managing Partner and Senior Financial Adviser, Brent Kelly specializes in delivering holistic financial advice to help clients realize their goals and dreams. His advisory services encompass areas such as investment, wealth creation, wealth preservation, personal insurance, and retirement planning, addressing the diverse needs of a broad clientele. With a collective experience of over 35 years, the team at Kelly Wealth Services has been instrumental in assisting clients with retirement planning, wealth building, debt repayment, and family protection. Their commitment is reflected in their dedication to helping clients achieve their financial objectives. Whether offering holistic advice for financial planning clients or delivering customized loan products for those seeking mortgage-specific services, the financial advisers and brokers within the business possess extensive experience and skills to meet the diverse needs of their clientele. At Kelly Wealth Services, the team takes pride in educating and guiding clients with expert, strategic advice to help them achieve their dream lifestyle. The advisers collaborate with clients to formulate a comprehensive financial plan that provides certainty about the future and instills confidence in making sound financial decisions.
UNIQUE FACTS:
• Initial Consultation Available.
• Online Appointments.
• On-site Services.
• Over 70 Combined Years Experience.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
KELLY WEALTH SERVICES REVIEWS
We have been working with Brent Kelly from Kelly Wealth Services for the past 5 years and he has always provided exceptional service and expertise. He has taken time to listen to our goals and map out what we need to do to achieve this. Brent was very committed to tailoring a plan that exceeded our expectations. His transparency and honesty instilled a sense of trust that is invaluable when it comes to financial matters. Five stars without a doubt!
Brent and colleagues have a wealth of knowledge in all financial matters. Their regular reports are extremely thorough and Brent is happy to take the time to explain my financial details in a way that l can understand. I would definately recommend Kelly Wealth Services to to anyone seeking professional and thoughtful advise.
Kelly wealth were exceptional and we are very happy with the service Brent and the team provided! They were excellent! Knowledgeable, prompt with follow up and we felt we have been looked after in the best way possible. Thank you!
Help others: Click Here to send review or send us your review to reviews@threebestrated.com.au. Negative and positive review will be used for rating. Make a difference.
Fowler’s Group is a prominent financial services company with a unique offering—an expansive network that includes insurance, legal matters, taxation, and accounting experts. This comprehensive network allows clients to access knowledge and expertise, ensuring they receive the best advice possible. Rooted in solid foundations and dedicated to delivering exceptional customer service, Fowler’s Group provides proven financial advice tailored to individuals of all ages and backgrounds. Choosing Fowler’s Group means gaining a trusted partner who comprehends your financial goals, empowers you to steer the course, and supports you in reaching your destination. The firm is committed to delivering outstanding customer service and extends its proven financial advice to a diverse clientele. Setting itself apart, Fowler’s Group is among Australia's select few financial advisory firms with CEFEX certification, a distinction held by less than 100 firms globally. As one of Australia’s highly regarded financial advisory firms, Fowler’s Group is positioned to provide superior advice for exceptional results. Their commitment to treating everyone with respect and understanding aligns with the philosophy of surrounding oneself with great people to fill knowledge and skill gaps, reflecting the wisdom.
UNIQUE FACTS:
• Over 50 Years Experience.
• Industry Expertise.
• Highest Standards.
• Exceptional Customer Service.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
FOWLER'S GROUP REVIEWS
The team at Fowler’s Group have delivered in every possible way and have been uncompromising in their commitment to secure my financial security. It is refreshing to access such a depth of experience across all of the advisory services under the one roof. I thoroughly recommend Fowler’s Group and particularly want to thank Daniel Underwood for his unwavering support over many years.
I have been a client of Fowler's Group for several years, and their service has consistently exceeded my expectations. Their financial planners are proactive, and responsive, and always go the extra mile to ensure my financial goals are met. Highly recommended!
We had a great experience working with Fowlers and will be happily continuing to work with them in the future. Ben Cole in particular went out of his way to make the process much easier, especially when we were fronted with a couple of hurdles.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com.au. Negative and positive review will be used for rating. Make a difference.