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Best Financial Services in Wodonga

Expert recommended Top 3 Financial Services in Wodonga, VIC. 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. Deadset the best!

CROTHERS & ASSOCIATES

10 Stanley Street, Wodonga, VIC 3690 Directions

Since 2008

Here’s The Deal:
"
Crothers & Associates is a financial planning firm that has professional financial advisors in Wodonga. Their mission is to give an honest and professional financial advisory service to all their clients. Trent Crothers is the director of the Crothers & Associates who has been in the financial services industry since 1998. He completed the Chartered Financial Practitioner (FChFP) program and the Advanced Diploma in Financial Services. Sarah Crothers is the financial planner. She specialises in Centrelink pension maximisation strategies, wealth maximisation and superannuation. Their approach is a highly personal one, where they will work collaboratively with you to assist you in gaining greater control over your finances and guiding you towards the lifestyle you want to live."

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

ABN 60 391 148 948 | 343735

[email protected]

crothersaa.com.au

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Mon - Fri 8:30 am - 5:00 pm Sat & Sun Closed
TBR® Inspection Report:

LIFE PLAN STRATEGIC SOLUTIONS

149 High Street, Wodonga, VIC 3690 Directions

Since 2008

Here’s The Deal:
"
Life Plan Strategic Solutions is a financial advisory firm in Wodonga, Victoria that offers modern financial planning and strategic solutions. Simon Cutler is the financial planner and founder of the Life Plan Strategic Solutions. He works closely with clients to create a professional strategy to meet your future goals. David Matthews is a financial planner who brings 11 years of experience in financial planning. They help create strategic solutions to grow your life plan. Their exceptional service is based on the value of the advice strategy and ongoing services. 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. They aim to provides appreciate plans and financial strategies on how to achieve their life plan goals."

SPECIALTY:
Superannuation, Personal Insurance Needs, Investment Purposes, Home Loans, Business, Financial and Retirement Planning or Centrelink Assistance, Wealth & Debt Management

ABN 22 950 253 168

[email protected]

facebook.com/pages/catego...

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed
TBR® Inspection Report:

QUADRANT FINANCIAL PLANNING

181 Beechworth Road, Wodonga, VIC 3690 Directions

Since 1985

Here’s The Deal:
"
Quadrant Financial Planning is a regionally based financial planning firm that provides you with the financial support and advice you need to assist you in reaching your financial, business and life ambitions. Their specialist advisors work with you to create a comprehensive lifelong plan, opening your eyes to your financial future. They have four professional financial planners Joe Pricsina, Stephen Coulston, Stephanie Yeung and Neil Tolsher. Their access to technical specialists and a wide range of researched products allows them to provide you with a tailored strategy. They always recommend what is appropriate for you and your concerns. Quadrant Financial Planning works as a team to support you, and use the strength of their big business support to think big and act small."

SPECIALTY:
Personal and Corporate Superannuation for Employers, Self-Managed-Superannuation Funds Advice and Administration, Retirement and Investment Planning, Direct Shares, Buying and Selling Savings and Wealth Creation Strategies, Salary Packaging Advice, Risk Protection, Estate Planning Considerations & Centrelink Advice

ABN 24 093 733 969

[email protected]

quadrantfp.com.au

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Mon - Fri 8:30 am - 5:00 pm
Sat & Sun Closed
TBR® Inspection Report: