3 Best Financial Services in Warrnambool, VIC

We had the pleasure of meeting with Nicole and Allira for a financial planning session and were very impressed. From the start, there was absolutely no pressure to make any immediate decisions, which really set the tone for a comfortable and open conversation. What stood out the most though was the educative approach they took— explaining each component of our current financial position clearly and making sure we fully understood our options should we want to change things. Nicole and Allira were genuinely interested in helping us achieve our goals and we are thankful to them both for the time they took with us. We walked away with a much more informed view of our financial future.

We can’t speak highly enough of Nicole, she went above and beyond helping us manage a difficult financial situation. She showed nothing but professionalism, patience and compassion with what was a long and an arduous task. Nicole’s knowledge and friendly manner made the process less stressful and I hope her employers realise what an asset she is. Thank you Nicole, we will be recommending you to everyone we know.

We recently used this service and we were very impressed with the quality of the experience. James Kelly was friendly, informative, and gave us some great advice. He took the time to explain everything to us in a way that we could understand, and he was always willing to answer our questions. I would definitely recommend this service to anyone who is looking for a positive experience.

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Love working with these guys. I highly recommended.

Great service, even greater team! Highly Recommended

We have been clients of Silvan Ridge for over 12 years. We have been specifically looked after by Gene Youl and ably assisted by Pam Baker. The advice we have received from Gene has been first class and reflects his deep technical knowledge, but more importantly, he listens carefully to us to ensure he understands what our needs are before he starts offering advice. We value this as it has built our trust in Gene, placing our needs as his first priority. Pam has looked after all the administration of our plan, including processing withdrawals, handling our social security admin, changing our contact details, preparing reports for us etc and she has always been extremely pleasant when communicating with us. She is a treasure. We have great confidence in the Silvan Ridge team looking after our life's savings and caring for us as people, not just customers.

Gene has been looking after our finances and in particular the Superannuation for as long as I can remember, even before he Joined Silvan Ridge Wealth. Gene, Pam and the rest of the team at Silvan ridge do a fantastic job for us, especially as we are retired. We are kept up to date and regular reports are great, their assistance to navigate the opportunities are much appreciated. Thanks guys very much Jim and Elly, very happy clients.

We have been using Silvan Ridge for financial services for over 15 years and have always been impressed by their professionalism and sage advice. The long term strategy developed and implemented with Silvan Ridge has been very successful.