Bellwether Perth CBD - Perth, Western Australia

Address: Exchange Tower, Level 20/2 The Esplanade, Perth WA 6000, Australia.
Phone: 892254462.
Website: bellwetherfg.com.au
Specialties: Financial planner, Estate planning attorney, Superannuation consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Bellwether Perth CBD

Bellwether Perth CBD Exchange Tower, Level 20/2 The Esplanade, Perth WA 6000, Australia

⏰ Open Hours of Bellwether Perth CBD

  • Monday: 9 am–4 pm
  • Tuesday: 9 am–4 pm
  • Wednesday: 9 am–4 pm
  • Thursday: 9 am–4 pm
  • Friday: 9 am–3 pm
  • Saturday: Closed
  • Sunday: Closed

Bellwether Perth CBD is a premier financial planning company located in Exchange Tower, Level 20/2 The Esplanade, Perth WA 6000, Australia. They can be reached at 892254462 and through their website bellwetherfg.com.au.

Specialties

Bellwether Perth CBD specializes in Financial Planning, Estate Planning, and Superannuation Consulting.

Other Points of Interest

  • Online appointments
  • On-site services
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet
  • LGBTQ+ friendly
  • Transgender safe space
  • Appointment required
  • Appointments recommended

Opinions

The company has received 20 reviews on Google My Business, with an average rating of 4.8/5.

One satisfied client commented: "Exceptional and personalized service from Martin and the Bellwether team. My partner and I had nearly two hours of time with Martin where he carefully and diligently explained all of the Bellwether service offerings, asking us relevant questions to customize it to our needs along the way. Martin's experience and expertise are very impressive, and we would be happy to recommend his team's services to anyone looking for Financial Services advice. A huge thank you once again"

👍 Reviews of Bellwether Perth CBD

Bellwether Perth CBD - Perth, Western Australia
Natalia E.
5/5

Exceptional and personalised service from Martin and the Bellwether team. My partner and I had nearly two hours of time with Martin where he carefully and diligently explained all of the Bellwether service offerings, asking us relevant questions to customise it to our needs along the way. Martins experience and expertise are very impressive and we would be happy to recommend his/his teams services to anyone looking for Financial Services advice. A huge thank you once again!

Bellwether Perth CBD - Perth, Western Australia
Linda B.
5/5

My husband and I are very satisfied with the service we have received from Bellwether. Our experiences with all staff members are always very professional. They are quick to solve any issues that rise and happy to answer our many questions. I love our annual meetings. I always leave with a feeling of peace knowing my portfolio is in safe hands and I can have fun and enjoy my life.

Bellwether Perth CBD - Perth, Western Australia
Kevin B.
5/5

I have been with Bellwether Financial Group for a long time. The team is very professional and friendly. Nothing is too much trouble. They have have guided me through an unplanned and unexpected early retirement and assured me of financial security going forward. The guidance they gave me was excellent and I would not have been able to achieve by myself.
Well done team

Bellwether Perth CBD - Perth, Western Australia
Suzanne E.
5/5

I have only been with Bellwether Financial Group for 11 months. During this time there has been a negative impact with the COVID 19. I am sure I am not alone in this. However the Bellwether Financial Team was very supportive in answering all my questions. I look forward to continuing the relationship into 2021

Bellwether Perth CBD - Perth, Western Australia
Paul C.
5/5

To the average person the Financial Management field is often confusing, perhaps daunting, it's full of regulations and maybe even scary.... people approach their financial management decisions with a fair degree of trepidation.... and rightly so as these are important decisions for their future financial security and lifestyle in retirement.

And this is where, in our opinion, the Bellwether Financial Group under the leadership of Martin Watson and his team really stands out in the financial management field.

We have been fortunate to have known Martin for some 20 years and in that time he has provided us with very sound financial advice in relation to our finances... in the earlier years this related to investment strategies and home loan structuring and now in our retirement excellent guidance for ongoing wealth creation and lifestyle management. We love to travel and Martin's good advice and stewardship of our nest egg is going to allow us to do just that.

Martin has always presented options for all strategies that are being considered. The advice is always clear and in terms that are easily understood and based on his very broad experience and knowledge.

Martin prides himself on his customer service, and well he should, as his dedication to his customers and his passion to help people manage these difficult decisions shines through.. He always considers a customer's level of risk in management planning and provides suitable advice and is very patient and professional in his interactions with us.

This professionalism and high level of customer service carries through to the whole Bellwether team .... through Michael Jobbins as General Manager and Stephen Davies Snr Financial Advisor and onto Lauren in Client Services and the rest of the team.. Elliot and Angie... we as clients are made to feel welcomed and at home with the group.

Martin loves his work and loves helping people just like you and me ... and this is exemplified not only in his commitment to all Bellwether clients but also in his charity work that he has carried on over a number of years. All this with the backing and understanding of his lovely wife Wendy and their young family.

Trust is an important part of being comfortable with your retirement finances and Martin and the team at Bellwether Finance Group certainly have ours.

We would have no hesitation in recommending Martin and his team to anyone seeking financial management advice.

Paul & Amanda Connell

Bellwether Perth CBD - Perth, Western Australia
DAVID S.
5/5

I have been with Bellwether since they were formed. And with Martin Watson before that. Which added together would be 20 years.
Martin Watson Has always been professional and very helpful with my Super and Retirement.
Bellwether is professional in all its actions and has given me very good customer service.
David Sawkins

Bellwether Perth CBD - Perth, Western Australia
Jill A.
5/5

We have always felt that Bellwether have our best interests at heart and are confident that Martin and his team keep themselves well versed in the areas of financial management in which we lack expertise.

Bellwether Perth CBD - Perth, Western Australia
Al S.
5/5

In my dealings with Bellwether Financial Group over the past 3 years, I have always found the Bellwether team a very professional unit when it comes to managing my personal financial affairs. Highly Recommended!

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