360 Financial Group, Eltham - Eltham, Victoria

Introduction to 360 Financial Group, Eltham

For individuals and businesses in Eltham, Victoria, 360 Financial Group offers comprehensive financial advisory services. Located at 5/741 Main Rd, Eltham VIC 3095, Australia, and readily accessible with a wheelchair-accessible entrance and car park, the group is committed to providing personalized and strategic financial guidance. Contact them at 394313937 or visit their website at 360fg.com.au to learn more.

Specializations and Services

360 Financial Group specializes in acting as a financial advisor, catering to a diverse clientele with varying financial needs. They provide expert support in areas such as:

• Financial Planning: Developing tailored financial plans encompassing retirement planning, investment strategies, and wealth management.
• Business Finance: Assisting small businesses and commercial developments with funding solutions, cash flow management, and financial forecasting. The team’s experience in this area appears to be particularly strong, as indicated by client feedback.
• Superannuation Advice: Guiding clients through the complexities of superannuation, ensuring optimal contributions and investment choices.
• Personal Insurance: Providing advice on protecting assets and loved ones through appropriate insurance coverage.

The group’s approach emphasizes a collaborative partnership with clients, taking the time to understand their unique circumstances and goals. They prioritize building long-term relationships based on trust and transparency.

Location and Accessibility

The Eltham office is strategically situated at 5/741 Main Rd, Eltham VIC 3095. This central location provides easy access for clients in and around the Eltham community. Crucially, the facility is designed with accessibility in mind, featuring a wheelchair-accessible car park and entrance, demonstrating a commitment to inclusivity. This consideration significantly enhances the client experience, ensuring that everyone can comfortably access their services.

Client Feedback and Reputation

360 Financial Group has garnered positive feedback from its clients, as evidenced by its 5 reviews on Google My Business with an average opinion of 4.6/5. These reviews highlight several key strengths of the company:

• Personalized Service: Clients consistently praise the team’s dedication to providing individualized attention and tailored advice.
• Expert Knowledge: The team’s experience and understanding of financial concepts are frequently mentioned as valuable assets.
• Reliable Support: Clients express gratitude for the ongoing support and guidance provided by 360 Financial Group, particularly in navigating the complexities of running a small business. One client specifically mentioned relying heavily on Ross for advice, suggesting a strong rapport and a dedicated service.
• Clear Communication The reviews demonstrate a clear and effective communication style, ensuring clients feel informed and confident in their financial decisions.

The feedback consistently points to a client-centric approach, where the team’s primary focus is on helping individuals and businesses achieve their financial objectives. The team seems to foster a supportive and collaborative environment.

Contact Information and Website

To connect with 360 Financial Group, you can:

• Phone: 394313937
• Website: 360fg.com.au

The website provides detailed information about the services offered, the team’s qualifications, and client testimonials. It also features resources for financial planning and investment education.

Overall Recommendation

Based on its location, accessibility, positive client reviews, and specialized services, 360 Financial Group appears to be a reliable and knowledgeable financial advisor in the Eltham area. The company’s commitment to personalized service and its expertise in areas such as business finance and retirement planning make it a strong choice for individuals and businesses seeking professional financial guidance. The accessible facilities further enhance the client experience, showcasing a dedication to inclusivity and customer convenience. The team’s dedication to building long-term relationships is a clear indicator of their commitment to client success. Considering the positive feedback and the comprehensive services offered, 360 Financial Group is strongly recommended for those in need of a trustworthy and experienced financial partner.

👍 Reviews of 360 Financial Group, Eltham

Steve B.

5/5

Just don't know what I'd do without Ross at 360 Financial Group... running the books for my small business isn't easy alone, but Ross is always there with the right advice to make it as smooth as it can be. Thank you Ross and team!

Jonezee

5/5

Fantastic service and advice, highly recommend Ross and his team

gavin M.

5/5

Great team, nice offices and I found 360 very experienced in finance and advice for commercial developments. Highly recommended

M M.

5/5

I have had a lovely experience working with these people lovely staff and always willing to help they have helped me in my financial troubles and I am now on a good track. Couldn't recommend them more

William B.

3/5