Ambleside Wealth Advisers - Warrnambool, Victoria

Ambleside Wealth Advisers

Ambleside Wealth Advisers is a reputable financial consulting firm located at 129 Kepler St, Warrnambool VIC 3280, Australia. They can be reached by phone at 355615180 or via their website at ambleside.net.au. This company specializes in financial consulting, being a financial institution, financial planning, and investment services.

In addition to their services, Ambleside Wealth Advisers offers several amenities, including a wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible toilet, and a regular toilet. It is recommended to book an appointment prior to visiting.

With a strong reputation, Ambleside Wealth Advisers has received 41 reviews on Google My Business, averaging a perfect 5/5 rating. Clients praise the company for its professional, transparent, and informative services. James, a representative of the company, is particularly commended for his thorough consultations and valuable financial advice.

For those seeking a reliable and knowledgeable financial consultant, Ambleside Wealth Advisers is an excellent choice. Their dedication to personalized service and commitment to helping clients achieve their financial goals sets them apart in the industry.

👍 Reviews of Ambleside Wealth Advisers

Ellen M.

5/5

James took the time to have a thorough chat with me today. James posed some important questions and offered some suggestions that we hadn’t considered to better our financial situation. Thanks for your assistance James, we feel more informed moving forward.

Marianne

5/5

I spoke with James recently and he was very informative, transparent and professional. He listened to our questions, assessed our financial situation and was able to provide very valuable practical advice for us moving forward. Thank you James. We highly recommend.

Allison N.

5/5

My husband Andrew and I highly recommend the services provided by Ambleside Wealth Advisors. James is extremely professional, thorough and knowledgeable. James has helped us in many ways to ensure all our financial and life goals are on track and attainable. We feel more confident now with James's advice, our families future financial situation is in order.

James

5/5

We had the pleasure of meeting with Nicole and Allira for a financial planning session and were very impressed. From the start, there was absolutely no pressure to make any immediate decisions, which really set the tone for a comfortable and open conversation. What stood out the most though was the educative approach they took— explaining each component of our current financial position clearly and making sure we fully understood our options should we want to change things. Nicole and Allira were genuinely interested in helping us achieve our goals and we are thankful to them both for the time they took with us. We walked away with a much more informed view of our financial future.

Chloe M.

5/5

Couldn’t recommend James any higher! James was very kind and helpful. My partner and I had lots of questions and James was eager to answer them all for us. My partner and I both walked out very happy with the help and support James gave us in our appointment.

B F.

5/5

We recently used this service and we were very impressed with the quality of the experience. James Kelly was friendly, informative, and gave us some great advice. He took the time to explain everything to us in a way that we could understand, and he was always willing to answer our questions. I would definitely recommend this service to anyone who is looking for a positive experience.

Sue B.

5/5

We can’t speak highly enough of Nicole, she went above and beyond helping us manage a difficult financial situation. She showed nothing but professionalism, patience and compassion with what was a long and an arduous task.
Nicole’s knowledge and friendly manner made the process less stressful and I hope her employers realise what an asset she is.
Thank you Nicole, we will be recommending you to everyone we know.

Virginia M.

5/5

Allira and Ambleside have gone above and beyond helping me navigate how to get my loved one into the right nursing home and are always available whenever I have a question. The advice and support given to me, especially by Allira, has been a huge support in a difficult situation and made me feel in control of my choices and offered guidance without judgement. I honestly do not know how I would've been able to get through the process without her. I 100% would recommend Allira and Ambleside to anyone needing knowledgeable advice in the minefield of money management, navigating the aged care system, superannuation management and much much more! I have absolute and complete trust in their abilities to handle any financial thing that arises and if necessary, refer to reputable and appropriately qualified professionals.