BEST RATED » WOLLONGONG » FINANCIAL SERVICES

Best Financial Services in Wollongong

Expert recommended Top 3 Financial Services in Wollongong, NSW. 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!

FEEL SO GOOD WEALTH MANAGEMENT

Level 1, 1 Burelli Street, Wollongong, NSW 2500 Directions

Since 2012

Here’s The Deal:
"
Feel So Good Wealth Management is an outstanding financial planning firm that offers financial advice on lifestyle, goals and money management. Dylan Martin is the financial advisor of the Feel So Good Wealth Management who specialises in assisting 30's 40's and families. The firm has been a member of Count Financial since 1995. Goal Setting and Lifestyle Planning are the core drivers in their approach to supporting clients to create and enjoy their most magnificent life. They educate clients to make smarter money choices and create the lifestyle they have always wanted. The team partner with clients to get them excited and keep them motivated about what is important to them whether it may be becoming debt-free, completing home renovations, taking a family holiday, spending time with family or obtaining financial freedom for retirement."

SPECIALITY:
Personal Insurance Planning, Wealth Creation, Debt Management, Superannuation Strategies, Financial and Retirement Planning, Childcare Advice, Budgeting, Savings & Money Management Coaching

ABN 92 163 250 441 | 425973

[email protected]

fsgwm.com.au

Reviews | Play Video

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

BAILEY ROBERTS GROUP

128 Church Street, Wollongong, NSW 2500 Directions

Since 2000

Here’s The Deal:
"
Bailey Roberts Group is a privately-owned financial advisory planning company in Wollongong that offers market-leading and innovative solutions to investors. The firm provides cost-effective solutions that allow investors to take control of their investments transparently. Ian Bailey is a responsible officer and director and of Bailey Roberts Group. He has been working in the financial services industry since 1985, and he specialises in self-managed superannuation funds and direct investments. Leith Thomas also a director at the firm and he has over 15 years of experience in the industry. Their team is made up of experienced and talented people, who desire to be true wealth managers rather than product salesman. They tailor every portfolio individually. Bailey Roberts Group has an office at Level 40, Northpoint Tower, 100 Miller Street, North Sydney NSW 2060."

SPECIALITY:
Individual Asset Management, Self-Managed Super Funds, Wealth Creation Strategy, Estate and Retirement Planning, Strategic Financial, Succession, Net Worth and Cash Flow Analysis, Income Strategies, Asset Allocation, Superannuation & Tax Advice

ABN 30 096 205 604 | 235656

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baileyroberts.com.au

Reviews | Play Video

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

ENIGMA FINANCIAL PLANNING

Level 1, 1-3 Burelli Street, Wollongong, NSW 2500 Directions

Since 2016

Here’s The Deal:
"
Enigma Financial Planning provides practical, honest and cost-effective financial planning in Wollongong. Their highly qualified, knowledgeable team are your trusted financial advisers. Walter Fleitmann is the financial planner and mortgage consultant at the Enigma Financial Planning. He began his career in financial services as a tax accountant, working in accounting firms for eight years, with a clear focus on individuals and small businesses. The Enigma Team helps all your financial planning needs, from cash flow and debt management to investments, insurance and superannuation advice and everything in between. Enigma Financial Planning is based in Wollongong and is proud to be Illawarra locals, supporting other locals to achieve their financial and lifestyle goals."

SPECIALITY:
Cash Flow, Investment, Risk and Debt Management, Borrowing Structure Options, Debt Reduction, Financial Protection, Mortgage Advice, Superannuation, Retirement & Estate Planning

ABN 63 612 266 083 | 1247163

[email protected]

enigmafp.com

Reviews

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