Ambleside Wealth Advisers is a financial planning company based in Warrnambool, led by principal and certified financial planner James Kelly. With a strong finance background, James, a former leader in the Australian Army, manages the company alongside a team of qualified financial advisers. Working closely with both the in-house team and clients, James is dedicated to enhancing their financial positions and realizing their dreams more quickly. Nicole O'Sullivan, the firm's financial adviser, brings persistence and determination to her work, helping clients set and achieve their goals. The team combines their financial advice knowledge and expertise with a strategic mindset, continually improving their qualifications and expanding their skill sets through webinars. Ambleside Wealth Advisers focuses on helping clients understand their cashflow, recognizing its significant impact on overall financial health. They also ensure clients' assets are structured for optimal asset protection, tax efficiency, and succession flexibility.
UNIQUE FACTS:
• Introductory Phone Call For New Clients.
• Full Range Of Financial Advice.
• Expertise In Financial Advice.
• Clearly Understand Your Goals.
3 Best Financial Services in Warrnambool, VIC
Expert recommended Top 3 Financial Services in Warrnambool, 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.
AMBLESIDE WEALTH ADVISERS REVIEWS
It was an absolute pleasure to sit down with Nicole and James and discuss some queries we had relating to our investment property and plans for the future. They really took the time to listen to us and consider our position before providing us with some relevant scenarios and advice. Thanks so much guys!
Proffessional, helpful, honest and friendly are the words I would use describe our recent experience with the staff at Ambleside Wealth Advisers. I would definitely recommend this business to anyone seeking sound financial advice explained in a comprehensible and relatable manner. Thank you.
Incredibly knowledgeable and friendly advisors, have helped me on more than one occasion work out an effective plan and assist in asset management.
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Morgans Financial Limited, located in Warrnambool, Victoria, is a wealth management firm with Les Batchelor serving as the financial planner. With significant experience in financial planning and wealth management, Les brings over 15 years of expertise in direct equities markets and customized professional services. He adopts an engaging and holistic approach to portfolio management, specializing in individual and tailored risk-based global portfolio management. The team at Morgans Financial Limited consists of experienced and highly credentialed professionals with diverse skill sets dedicated to assisting you in achieving your financial goals. The advisers at Morgans Financial Limited provide cash investment options as part of your broader investment strategy. They guide you through the wealth management planning process, implement your plans, and help you seize every opportunity. The firm's success is attributed to developing personalized investment strategies that align with your current and future financial requirements.
UNIQUE FACTS:
• Experienced & Highly Credentialed Professionals.
• Developing Personalised Investment Strategies.
• Delivering Excellence In Financial Advice.
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Working Hours:
Tue-Fri: 9am - 5:30pm
Sat & Sun: Closed
TBR® Inspection Report:
MORGANS FINANCIAL LIMITED REVIEWS
Great service, even greater team!
Love working with these guys. I highly recommended.
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Silvan Ridge is a distinguished financial planning firm providing excellent financial services in Warrnambool. The principals at Silvan Ridge Financial Services, Gene Youl, Dallas Ludeman, and Steve Harris, are committed to helping you define your financial and life goals, explore possibilities, and navigate potential obstacles. Since 1988, the firm has offered financial planning guidance to the people of Warrnambool and District, boasting a team with over 80 years of combined experience. Silvan Ridge assists you in managing your finances, building and safeguarding your wealth, and preserving your lifestyle. Customer service is a point of pride for the firm, showcasing its ability to offer a broad range of insurance and investment options through an extensive network of companies. They cater to a diverse clientele, including individuals exploring ways to enhance their superannuation and fund their retirement, families, small business owners, and young professionals just starting. The team understands that financial advice and strategies are essential for addressing your busy life's day-to-day needs while focusing on your long-term goals. Silvan Ridge invites you to take advantage of their obligation-free financial situation analysis. They extend their services to Warrnambool, Geelong, Portland & Terang.
UNIQUE FACTS:
• Personalised Advice.
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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
SILVAN RIDGE REVIEWS
Dallas is always there for us. He is very caring and most trustworthy. We respect and appreciate his advice.
They will give you expert advice to finance your life at every stage.
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