3 Best Financial Services in Wollongong NSW

We recently attended a money education and financial literacy session and thoroughly enjoyed the experience! We have some big financial decisions to make in the near future and had done a lot of our own research on different things (home loans, investing, insurances) but we felt we needed some professional advice and a bit of a sense check on a few matters. Dylan was able to clear up some of the finance fundamentals we were struggling with and helped us get some piece of mind about our future. It was a single session, which was perfect for us, as we didn't want to commit to ongoing tailored advice. Dylan was a pleasure to work with, was a great communicator and completely understanding in his approach.

Dylan provided an excellent service that was not rushed and very thorough, gaining all our details and thoughts. This was followed by a very comprehensive plan for us to follow and implement. I would have no hesitation in recommending Dylan in seeking financial advice to meet your needs

Dylan has done an amazing job of setting us up for the future. He explained things clearly, listened to our goals and came up with options. Feeling relaxed about the future and look forward to using Dylan's expertise over coming years.

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Walter provided us with excellent advice and support as mortgage broker for our home purchase. He was thorough, always quick to respond and worked very hard to help us secure our home. On top of that he is a pleasure to deal with and we had the same feedback from everyone else involved in the purchase process that Walter engaged with.

We could not speak more highly of the level of service, knowledge, integrity and professionalism we experienced working with Walter on our insurance needs. He spared no amount of effort in providing us with the advice and guidance to ensure we received the optimum result for our situation. His flexibility in working around our busy schedules was amazing and really appreciated.

As a former Certified Financial Planner myself for over 30 years, I know a good planner when I meet one! Walter is one of the best, his expertise and formal qualifications are impressive but even more than that is the level of care he shows his clients. I even recommended my daugher and son-in-law secure Walter as their planner, and they are extremely happy too!

I was highly recommended to discuss my retirement plans with Andrew at GV Private Wealth. All I can say is, thank you for referring me! Andrew has been handling my affairs for over 2 years and I have nothing but praise for the professional communications and planning he has put into my retirement plan. I am making healthy returns too. Thank you Andrew for looking after me. I don't have to worry. I am in great hands! Highly recommend Andrew and his team.

From the warm welcome and calm persona that Andrew and his colleagues displayed, soon followed with a comprehensive knowledge of the market. Andrew can explain in a clear and precise way for my understanding, a variety of options best for me to make an informed decisions to. Highly recommended

We had Nem as our Financial Advisor when we was employed somewhere else and then when he and Andrew opened their own business we were very happy to join their business. Service has always been 1st class and we do not any complaints