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BEST RATED MORWELL VIC FINANCIAL SERVICES

3 Best Financial Services in Morwell VIC

Expert recommended Top 3 Financial Services in Morwell VIC. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

MDK Wealth Management Pty Ltd
MDK Wealth Management Pty Ltd
MDK Wealth Management Pty Ltd
7+ YEARS IN TBR
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MDK WEALTH MANAGEMENT PTY LTD

(4.8 Score)
22 Hazelwood Road,
Morwell VIC 3840 Directions

Since 2010

Specialty:

✓ Superannuation ✓ Investment ✓ Insurance ✓ Income Protection ✓ Life Insurance ✓ Total and Permanent Disability Cover ✓ Trauma Cover

“MDK Wealth Management Pty Ltd is led by the managing director Michael D. Kolody. Micheal continually attends various seminars and conferences associated with financial planning throughout the year. The team provides a boutique financial planning service, offering an extensive range of wealth accumulation, protection, and investment services. They have more than 20 years of experience in this field. They build valuable, long-term relationships, helping you achieve your financial goals. Their team specialises in three main areas superannuation, investments and insurance.

2025 Update: The firm also has a branch in Melbourne.”

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License ABN 19 075 266 250 | ACN 075 266 250 | 246638

Contact:

03 5133 9117

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Results Financial Services Pty Ltd
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RESULTS FINANCIAL SERVICES PTY LTD

(4.8 Score)
30 - 32 George Street,
Morwell VIC 3840 Directions

Since 1997

Specialty:

✓ Creating Wealth ✓ Regular Saving Program ✓ Dollar Cost Averaging ✓ Taxation Planning ✓ Debt Reduction ✓ Borrowing to Invest (Gearing) ✓ Managing Risk ✓ Utilising Superannuation ✓ Tax Planning ✓ Insurance ✓ Superannuation ✓ Retirement Planning ✓ Estate Planning ✓ Self-Managed Superannuation Fund ✓ Centrelink / DVA ✓ Centrelink ✓ Age Pension ✓ NewStart Allowance ✓ Disability Support Pension ✓ Carer Allowance ✓ Health Care Card ✓ Pension Concession Card ✓ Commonwealth Seniors Health Care Card ✓ Department of Veteran Affairs (DVA) ✓ Service Pension ✓ Disability Pension ✓ War Widows Pension ✓ Income Support Supplement ✓ Redundancy

“2025 Update: Results Financial Services Pty Ltd is a privately owned and operated business that provides professional financial planning advice to their clients. The firm holds its own Australian Financial Services Licence and Credit Licence issued by the Australian Securities and Investments Commission (ASIC). Their financial advisers offer you a complete financial planning package, which may include investment, superannuation, retirement, insurance and banking solutions. Using a combination of the right technical advice and investment strategies, Results Financial Services can add significant value to your financial affairs.”

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License ABN 47 076 742 633 | #225071

Contact:

1300 796 663

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

OzPlan Financial Services Morwell
9+ YEARS IN TBR
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OZPLAN FINANCIAL SERVICES MORWELL

(4.6 Score)
235-237 Princes Drive,
Morwell VIC 3840 Directions

Since 1999

Specialty:

✓ Investment Advice ✓ Self Managed Superannuation Funds ✓ Retirement Planning ✓ Aged Care ✓ Property Purchase Advice ✓ Insurance ✓ Relocating to a Retirement Village ✓ Centrelink/ Department of Veteran Affairs

“OzPlan Financial Services Morwell is a privately owned financial planning firm. Their advice and service are objective and focused on recommendations designed to get you the best outcomes for your lifestyle and financial goals. OzPlan Financial Services shares this wealth of experience and knowledge regularly to help each other provide quality advice and services to their clients. They offer a cost and obligation-free initial discussion to help you understand the value their advice can provide and the problems they can solve for you. OzPlan Financial Services serves in Bentleigh, Mitcham, and Shepparton.

2025 Update: Their 8 directors have a combined 206 years of experience (29 years each on average) in the finance industry.”

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Contact:

03 5134 4955

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Open 24 Hours

TBR® Inspection Report:

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MDK WEALTH MANAGEMENT PTY LTD REVIEWS

“Since my husband passed away I have received advice from MKD Wealth Management and have been able to trust them with my investments. I am happy with the high level of service that has been provided and have been able to rely on them for their capacity to handle any queries as they arise. I can highly recommend MDK Wealth Management to anyone seeking financial planning advice.

“I have known the team at MDK Wealth Management for 5 years and in that time they have changed my financial life for the better. Any questions I need to know about investing have been answered and followed up promptly and with details and diligence. I appreciate all their efforts in the past and very happy with the results.

My wife and I are very pleased with the expertise and good will we have received from MDK Wealth Management, and the attention to our finances. I would have no problem recommending them to any prospective client and have great confidence in their management”.

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RESULTS FINANCIAL SERVICES PTY LTD REVIEWS

Excellent Work, Highly Recommended...Results Financial Services Pty Ltd..`

OZPLAN FINANCIAL SERVICES MORWELL REVIEWS

They provide you with a statement of advice, which includes a plan to address your financial objectives and a full disclosure of important issues such as research, findings, recommendations and all the relevant fees.

TBR® Inspection Score Report

MDK WEALTH MANAGEMENT PTY LTD Total Inspection Points: 116/120
Acknowledgements: 9
Business Hours: 9
Review Analysis: 9
Reviews Accuracy: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

RESULTS FINANCIAL SERVICES PTY LTD Total Inspection Points: 114/120
Complete Info: 8
Acknowledgements: 9
Business Hours: 9
Legitimate Ratings: 9
Reviews Study: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

OZPLAN FINANCIAL SERVICES MORWELL Total Inspection Points: 110/120
Acknowledgements: 8
Complete Info: 8
Social Media: 8
Business Hours: 9
Legitimate Ratings: 9
Review Analysis: 9
Reviews Study: 9
Contact Info: 10
Exact Services: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10