3 Best Financial Services in Wodonga VIC

Expert recommended Top 3 Financial Services in Wodonga 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!

Be Ready Wealth
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BE READY WEALTH

3/7 Thomas Mitchell Drive,
Wodonga VIC 3690 Directions

Since 1996

Specialty:

Financial Planning Investment Advice Retirement Planning Superannuation Insurance Aged Care

Be Ready Wealth's Practice Principals are Andrew Clark and Rochelle Green. They can provide valuable guidance and work with you to identify the best way forward. They provide a hands-on service where they can help clients navigate a clear way forward through the often-complex world of financial planning. Be Ready Wealth values long-term relationships, which is why many of its clients have been with it for years. Their clients come from all walks of life, yet they all share a common desire to enjoy a secure financial future. Be Ready Wealth aims to simplify complexity and empower clients to make informed decisions about their money and investments.

2025 Update: The firm also has an office in Wangaratta.

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Contact:

02 6024 1932 0472 841 042

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

TBR® Inspection Report:

6+ YEARS IN TBR
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CROTHERS & ASSOCIATES

10 Stanley Street,
Wodonga VIC 3690 Directions

Since 2008

Specialty:

Cashflow and Budgeting Advice Centrelink Advice Corporate Superannuation Advice Direct Share Advice Investment Advice Wealth Creation Personal Risk Insurance Advice Retirement Advice Superannuation Advice

Crothers & Associates is led by director Trent Crothers. The team is passionate about helping people plan for and enjoy a secure financial future. Their professional team will work with you each step of the way to help you achieve your financial goals and dreams. Their approach is highly personal, where they will work collaboratively with you to help you gain greater control over your finances and guide you towards the lifestyle you want to live. They want to get to know you and discover what’s important to you, as this helps them tailor their advice and services specifically to your needs. Crothers & Associates has helped many people achieve their goals. They provide an introductory meeting.

2025 Update: They provide an honest financial advisory service to all their clients.

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License ABN 60 391 148 948 | #343735

Contact:

02 6009 1699

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Life Plan Strategic Solutions
Life Plan Strategic Solutions
Life Plan Strategic Solutions
9+ YEARS IN TBR
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LIFE PLAN STRATEGIC SOLUTIONS

4/103 Hume Street,
Wodonga VIC 3690 Directions

Since 2008

Specialty:

Retirement Superannuation Insurance Investment Debt Management Centrelink

Life Plan Strategic Solutions was founded by Simon Cutler. He believes in working closely with you to create a professional strategy to meet your current and future goals. The team presents modern financial planning by taking care of today’s financial stress so their clients can have more time to experience the moments they enjoy with the people who are important to them. The Life Plan Strategic Solutions team knows how to understand what the client believes in, and they aim to connect clients to appreciate what is important to them and provide strategies to achieve their life plan goals. Their exceptional service is based on the value of the advice strategy and ongoing services required, giving the client a highly satisfying service without hidden costs.

2025 Update: They help create strategic solutions to grow your life plan.

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License ABN 22 950 253 168

Contact:

02 6024 7066

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

TBR® Inspection Report: