Feel So Good Wealth Management is a remarkable financial planning firm renowned for its expertise in advising clients on lifestyle, goal setting, and effective money management. Dylan Martin leads the team, an experienced financial advisor specializing in assisting individuals in their 30s, 40s, and families to gain clarity and understanding of their financial situations. Their primary objective is to give clients confidence and security in their long-term financial plans. They go beyond conventional financial advising by empowering clients with the knowledge to make informed and intelligent money choices, ultimately enabling them to create the lifestyle they've always desired. Acting as financial educators and money mentors, Feel So Good Wealth Management is dedicated to simplifying complex financial concepts and positively and significantly impacting their clients' lives. They will extend an offer to become your client and provide financial advice only if they genuinely believe they can dramatically enhance your financial well-being and contribute substantial value to your financial journey. This commitment reflects their steadfast personal and professional philosophy. They view the cost of their professional services as an investment in shaping your future.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Free 6 Step Guide.
• Provides Access Via Sms, Email, Video, Phone Or In Person.
3 Best Financial Services in Wollongong, NSW
Expert recommended Top 3 Financial Services in Wollongong, New South Wales. 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.
FEEL SO GOOD WEALTH MANAGEMENT REVIEWS
I could not recommend Dylan at Feel So Good Wealth Management more highly. Dylan went above and beyond in providing financial advice and education for not only myself, but also for my partner (who was not Dylan's official client) - nothing was too hard or too much of an ask. Dylan made the process of investing easy and understandable, and throughout any volatile periods in the market he was always on hand to ease my mind and provide advice. I'm thrilled that I used Dylan's services and will always value the advice and knowledge he has given me. I would highly recommend him as a financial advisor.
Would highly recommend Dylan for anyone looking for financial services and/or advice. He has always been forthright, courteous and professional in all our dealings and has taken the time to make sure we understood and were educated in what advice he was presenting. We will definitely be working with Dylan again.
Dylan has been looking after our finances for many years. He has always provided sound financial advice that has allowed us to reach our financial goals. As we move into the retirement stage of our lives, it is comforting to know that we have Dylan to look us. We highly recommend Dylan and FSG team.
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Enigma Financial Planning delivers practical, transparent, cost-effective financial planning services in Wollongong. As your trusted financial adviser, the highly qualified and knowledgeable team, led by financial planner and mortgage consultant Walter Fleitmann, is dedicated to meeting all your financial planning needs. Walter's career in financial services began as a tax accountant, where he spent eight years focusing on individuals and small businesses. From cash flow and debt management to comprehensive assistance with investments, insurance, and superannuation advice, the Enigma Team is well-equipped to support you. Proudly located in Wollongong, they are committed to helping Illawarra locals assist others in the region in achieving their financial and lifestyle goals. Enigma Financial Planning collaborates with specialized external consultants to complement their business. Emphasizing its roots in Wollongong and its commitment to the Illawarra community, Enigma Financial Planning provides the information and support necessary for informed financial decision-making today and in the future. Recognizing the diverse needs of their clients, they offer a range of services to address all aspects of financial planning comprehensively.
UNIQUE FACTS:
• Free Online Consultation.
• Cost Effective Solutions.
• Personalised Approach.
• Range Of Services.
• Self-licensed.
• Long Term Relationship.
• Strong Communication.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ENIGMA FINANCIAL PLANNING REVIEWS
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!
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.
Incredibly appreciative of the personalised and professional service provided by Walter for my sole trader business as well as personal/family finances. He delivers beyond expectations and always with authenticity and credibility.
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Illawarra Financial Planning is a prominent financial services provider in Wollongong, led by William Bracey, the Senior Financial Planner and Principal. They specialize in providing practical guidance and education, leveraging their expertise in investment planning to tailor strategies for individuals investing $500,000 or more. Their mission is centered around empowering clients to plan for and achieve their goals, ensuring that the advice they offer withstands the test of time. With a vision to continually grow and safeguard their clients' assets, Illawarra Financial Planning is committed to helping clients realize their dreams and life goals. They aspire to become a trusted source of knowledge and leadership for clients, their staff, and the broader community. The professional experience and practical coaching offered by Illawarra Financial Planning effectively address clients' needs, fostering long-term partnerships that instil the confidence and security necessary for achieving desired outcomes. Working alongside their experienced team ensures clients benefit from a wealth of knowledge and years of practical experience in investment and retirement planning.
UNIQUE FACTS:
• Initial Meeting Available.
• Holistic Financial Advice.
• Ongoing Investment Advice And Plan.
Specialty:
$Price:
initial (set up) fee starts at $3,900
ongoing investment advice and plan tracking services start at $292 per month
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ILLAWARRA FINANCIAL PLANNING REVIEWS
Michal has been an asset in our lives. He is interested and enthusiastic about helping us set and achieve our financial goals (in a way so we also understand how we will get there!). He's very accessible, and ready to help make adjustments to our plans as our needs change. Michal and Nic are also very patient and regularly follow up when forms need to be signed or accounts or insurance set up etc. They provide an excellent service, which has really improved our lives and lowered our stress levels. Highly recommend!
I have dealt with Michal Bodi @ Illawarra Financial Planning for many years and now that I’m moving into retirement I can appreciate his guidance and advice over this time. He is always professional and has a wealth of knowledge; explaining things in easy to understand language! He is honest and I feel confident my financial future is being taken care of. Thank you Michal for your ongoing support and advice. It truly is appreciated.
Michal and the team at Illawarra Financial Planning have been such a great help over the years. Setting up future goals and providing clarity around the steps it takes to get there has been re-assuring and stress free. Check-ins helping to keep on track of your goals or assistance in updating insurances and investments, it’s more like talking to a friend who wants to help than a planner.
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