Contrarian Group Financial Planning provides unbiased, independent financial planning advice better to serve clients in Bendigo, Central Victoria and beyond. They seek a valuable, long-term relationship with them as their trusted partner. They see themselves as project managers and work with their clients to provide financial clarity and certainty, alignment of interests, complete transparency, and an enhanced client experience. Contrarian Group is owned and operated by Damian Liddell, a Certified Financial Planner and SMSF Specialist Advisor. He has been in the industry for over 18 years and established Contrarian Group with the purpose being to build a truly professional & independent financial planning business centred around helping clients reach their goals in a tell it as it is, no non-sense approach, free from any ties to product providers. They’re for people who seek a valuable, long term relationship with them as their trusted partner. They cater to individuals seeking a meaningful, enduring partnership with them as their trusted financial advisor. Leveraging the capabilities of modern technology, they are not bound by location and can extend their services to clients across Australia. Their commitment is to deliver professional financial planning advice, and their fees are aligned with the value they provide, ensuring a fair and proportional arrangement.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Boutique Independent Financial Planning.
• Provide Clarity & Certainty.
3 Best Financial Services in Bendigo, VIC
Expert recommended Top 3 Financial Services in Bendigo, Victoria. 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.
CONTRARIAN GROUP FINANCIAL PLANNING REVIEWS
Damian has been my Financial Adviser since my retirement in 2008. Over the past 11 years I have gotten to know him as a dedicated family man holding values and morals that we all aspire to. He is a person that is not commission focused but always strives to provide the best outcome for his clients. Damian is always seeking to enhance his knowledge in the financial field in regard to new products and strategies. I have found Damian to be very approachable and he always makes time when I ring him seeking advice. I highly recommend Damian to anyone seeking a Financial Advisor.
Damian is fantastic. You always know you are on a winner when that person is honest enough to tell you that you need the service they make a living from. He reviewed my current situation, gave me some general advice about my current situation and was very helpful.
I have trusted these guys with my money for the last 4 years and could not be happier. Damian ALWAYS responds quickly to my queries and ALWAYS does what he sais he will do . Highly recommend them to anyone.
Could not be happier with the service, help & care I have always received from Damien & The Contrarian Group. I had serious health issues & my Insurance Company knocked back my Income Protection Insurance claim. Without Damien's i would never have received a cent despite my Stage 4C Cancer diagnosis. He's handled my financial matters for many years & I couldn't be happier. I have now been forced to retire, sell my business, sell my home to downsize & he is once again an invaluable of information !! Many thanks mate - John R
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.
Beattie Financial Services Pty Ltd has been delivering financial planning and management services for over a decade. David Beattie, the founder, is a certified financial adviser, chartered accountant, and authorised self-managed super fund auditor. With a strong commitment to the community, Dave has fostered robust relationships with local businesses specializing in legal, banking, and insurance matters. This strategic collaboration allows Beattie Financial Services to concentrate exclusively on addressing clients' financial needs and outsourcing specialized services when required. The firm has been at the forefront of integrating financial advice with accounting expertise, resulting in significant financial benefits for its diverse clientele. Beattie Financial Services operates by empowering its representative advisers to make tailored decisions, ensuring the delivery of high-quality personalized advice. The firm prides itself on providing competitive pricing and customized service, thriving on a commitment to client satisfaction. In addition to financial planning, Beattie Financial Services also offers accounting services. Individuals are encouraged to contact them and schedule an appointment to benefit from their comprehensive approach and expertise.
UNIQUE FACTS:
• Dedicated Team.
• Tailored Advice.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
BEATTIE FINANCIAL SERVICES PTY LTD REVIEWS
We had our tax return lodgement yesterday. An amazing and professional lady (Amy Leo) helped us through all the procedures step by step and explained things well. Reception staff are great and helpful too. Highly recommended.
The wait time was short, and the service was outstanding. I walked in and out within half an hour. As long as you are organised, the staff will sort out the paperwork with little to no trouble. Highly recommended!
As always, great service from Dave and the team at Beattie.
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.
DKG Financial Group, established in 2003, is a privately-operated financial planning firm in Bendigo. The firm comprises six professionals: Damien Grist, Steve Curnow, Georgie Grist, Stacey McNamara, Russel Capadngan, and Allen Dillon. Specializing in contemporary wealth management solutions, DKG Financial Group prioritizes understanding each client's objectives and tailors their strategic advice and investment management accordingly. With a commitment to providing financial advisory services to a diverse client base, DKG Financial Group recognizes the uniqueness of each investor's goals, shaped by their circumstances and attitudes towards various factors. The firm boasts an accredited self-managed superannuation fund specialist, offering comprehensive advice on all SMSF aspects, from establishment to fiduciary obligations and investment strategies. DKG Financial Group focuses on areas where they can add the most value. It seeks to identify each client's objectives as a primary step in structuring strategic advice and investment management that aligns with those goals. Their approach underscores a dedication to providing tailored solutions that address their clients' specific needs and circumstances.
UNIQUE FACTS:
• On-going Support.
• Control Of Your Assets.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
DKG FINANCIAL GROUP REVIEWS
Professional and genuine. The team has accredited SMSF specialist.
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.