Main Street Financial Solutions is a boutique business at the forefront of shaping the future of global financial planning. Charles Badenach and Rebecca Fergusson serve as the Principal and Private Client Advisers. Charles, a Certified Financial Planner® Professional with over two decades of financial planning experience, previously worked in the legal profession, earning admission as a Practitioner of the Supreme Court of Tasmania and the High Court of Australia. Rebecca Fergusson, also a Certified Financial Planner, brings a robust accounting background as a Certified Practising Accountant, offering strategic financial planning advice to private clients, business owners, and charitable foundations for over 20 years. Distinguished by its commitment to delivering personalized, accessible, and professional holistic financial planning services, Main Street Financial Solutions caters to a diverse clientele. Their focus spans busy professionals, families, small business owners, charitable foundations, and individuals transitioning to retirement and retirees. Specializing in wealth management, insurance, and strategic advice, the firm extends its services to private clients and organizations throughout Australia. Main Street Financial Solutions is devoted to making a meaningful impact on its clients' personal and financial lifestyles, enabling them to allocate more time to pursuits they enjoy. Clients who appreciate professionalism and seek to delegate their financial responsibilities find a trusted partner in the firm to protect and enhance their wealth.
UNIQUE FACTS:
• Online Appointments.
• Privately Owned Business.
• Individual Financial Planning Solutions.
• Personalised, Professional, Accessible & Holistic Financial Planning.
Best Financial Services in Hobart
Expert recommended Top 3 Financial Services in Hobart, Tasmania. 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.
We have a strict “No Pay to Play” policy.
MAIN STREET FINANCIAL SOLUTIONS REVIEWS
We met with Charles today to seek professional advice regarding our super, and where to invest our property sale proceeds. Charles explained our options in an easy to understand manner, and nothing was too much trouble. We felt confident we were being provided with the best advice around! We have no hesitation in recommending Charles, and Main Street Financial Services, and we look forward to our future dealings.
Charles and the entire Main Street Financial Solutions team offer nothing but incredible service and support. I feel completely confident in the knowledgeable advice they have given me since becoming a client. I have recommended many friends to them who have been equally pleased with the excellent service. I highly recommend them to anyone seeking financial advice & planning.
My interaction with Main Street Financial Solutions has been extremely positive. I wouldn't hesitate to recommend their services. Charles listened to my needs and questions and has provided me with clear information and advice. I feel so much more informed since seeking speaking to them.
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.
Premium Business Group, located in Hobart, Australia, is a reputable financial planning firm. The team at Premium Business Group, comprising Tom Whitley, Veronica McAlister, and Blair Turner, serves as dedicated financial planners. Tom Whitley, boasting a financial industry tenure since 2006, holds qualifications including a Bachelor of Commerce and an Advanced Diploma of Financial Services. Tom provides technical, strategic, and investment advice across professional and personal services. Premium Business Group is committed to offering comprehensive financial solutions, ranging from wealth accumulation to estate planning and various areas. With a focus on addressing extended circumstances, the firm caters to professionals, young families, mature families, pre-retirees, and retirees. The friendly and highly qualified team at Premium Business Group is dedicated to your financial well-being. Their proactive approach includes regular check-ins to keep you on track towards achieving your financial goals. By understanding your life objectives, the team tailors financial advice and services to suit your specific needs. Premium Business Group is your partner in building wealth, providing strategies to help you accomplish your objectives, from the fundamentals of wealth creation to estate planning and beyond.
UNIQUE FACTS:
• Qualified Financial Advisers.
• Exceptional Personal Service.
• Ongoing Support.
• Knowledge And Experience.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
PREMIUM BUSINESS GROUP REVIEWS
We have been dealing with Blair Turner and the Premium business group for well over 15 years and cannot be happier with the level of service and professionalism provide by Blair and his team. If we have ever been unable to get in touch with Blair when seeking financial advise and /or help with bank loans, Blair always returns our calls in a prompt a timely manner and proceeds to guide us through these complicated matters. Very easy to talk to and explains the processes very well.
Fantastic help and support - Blair is super helpful and explained everything perfectly. He’s extremely responsive to all forms of contact, communicated really well through the whole process and it really felt like I was his only client the whole time he was sorting things out for me.
I have bought my last three houses with the help from Blair Turner. When my single 19 year old son bought his first house l took him to meet Blair Turner. He is now 22 and on his second house thanks to Blair.
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.
Elevate Wealth Financial Solutions is a dedicated financial planning firm that focuses on enhancing your prudent financial habits and guiding you toward financial independence. Matthew Hawkins, the director and senior financial adviser at Elevate Wealth Financial Solutions, brings over ten years of experience in the financial services industry. He offers advice on insurance, retirement planning, and wealth accumulation strategies. Matthew's extensive career background equips him with the skills to clearly understand and address the financial and lifestyle challenges clients face. Alastair Hodge and Damian Gibson, financial advisers at the firm, work to ensure you stay current with your financial health. Elevate Wealth Financial Solutions assists in crucial areas such as superannuation planning and strategies to safeguard your family and income. The firm's primary objective is to help you attain your financial and lifestyle objectives, alleviating any concerns about money. Adopting a holistic and comprehensive approach, Elevate Wealth Financial Solutions assesses your financial situation and provides advice to place you in the best financial position. Their guidance encompasses various areas based on your circumstances, needs, and goals. The fundamental principle of their financial advice is to assist you in meeting your requirements, achieving your objectives, and enhancing your overall financial well-being.
UNIQUE FACTS:
• Initial Appointment Available.
• Up-to-date With Your Financial Health.
• Strategy Appointment.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ELEVATE WEALTH FINANCIAL SOLUTIONS REVIEWS
I was in my early-50s when I realised I needed professional advice regarding my superannuation situation. My previous provider had performed poorly for many years. The service and advice I receive from Matt and the team at Elevate Wealth is second to none. In my opinion their knowledge and professionalism, along with their approachability, ranks them as the best financial planning provider in Hobart. I gained so much confidence in my retirement plan that I recommended them to my colleagues and friends whom were equally impressed.
William excels in all areas and is the most compassionate, patient and understanding professional I’ve come across in the industry. Everything is simplified to each individuals needs and understanding, transparent and honest. Sammi is also a gorgeous addition to the team and super welcoming and kind. Safe to say these guys are the best in the business.
Matt and the team at Elevate Wealth Solutions have been fantastic with their financial advice and support. They’ve really helped us with planning to upgrade our home, our superannuation and making the most out of our investments. I would definitely recommend Elevate as one of the best financial planners in Hobart.
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.