AS Wealth Advisors - Camberwell, Victoria

Address: Suite 1, Level 3/250 Camberwell Rd, Camberwell VIC 3124, Australia.
Phone: 381993000.
Website: aswealthadvisors.com.au
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible parking lot, Washroom, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of AS Wealth Advisors

AS Wealth Advisors Suite 1, Level 3/250 Camberwell Rd, Camberwell VIC 3124, Australia

☎️381993000

⏰ Open Hours of AS Wealth Advisors

Monday: 8:30 a.m.–5 p.m.
Tuesday: 8:30 a.m.–5 p.m.
Wednesday: 8:30 a.m.–5 p.m.
Thursday: 8:30 a.m.–5 p.m.
Friday: 8:30 a.m.–5 p.m.
Saturday: Closed
Sunday: Closed

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AS Wealth Advisors

AS Wealth Advisors is a highly-regarded financial planning firm located in the heart of Camberwell, Victoria, Australia. Situated at Suite 1, Level 3/250 Camberwell Rd, their accessible location makes it convenient for clients to meet with their dedicated team of financial experts. With a phone number of 381993000, and a website at aswealthadvisors.com.au, the firm is easily reachable for individuals seeking financial guidance.

The team at AS Wealth Advisors specializes in financial planning, offering personalized advice and strategies to help clients achieve their long-term financial goals. Their expertise spans across various areas, including investment management, retirement planning, and wealth protection.

In addition to their specialties, AS Wealth Advisors provides several other points of interest to ensure a comfortable and accessible experience for their clients. A wheelchair-accessible parking lot and washroom facilities are available, and it is recommended to make an appointment prior to visiting for a seamless experience.

The firm has garnered a strong reputation within the community, with a remarkable average opinion rating of 5 out of 5 based on 13 reviews on Google My Business. Many clients have praised the personalized approach and extensive expertise provided by the team, particularly highlighting David's exceptional ability to listen attentively, offer valuable insights, and go above and beyond to meet their clients' financial needs.

With a strong commitment to excellence and a client-centric approach, AS Wealth Advisors stands out as a top choice for anyone seeking a knowledgeable and dedicated financial planner in the Camberwell area.

"summary": "AS Wealth Advisors is a premier financial planning firm located in Camberwell, Victoria, specializing in personalized financial planning and offering exceptional client service.",

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👍 Reviews of AS Wealth Advisors

AS Wealth Advisors - Camberwell, Victoria

Lisa H.

5/5

Working with David has been an absolute pleasure! His expertise and personalized approach to financial planning have made a significant positive impact on our financial goals. He listens attentively, offers valuable insights, and goes above and beyond to ensure our financial well-being is met. I highly recommend David to anyone seeking a knowledgeable and dedicated financial planner.

Chatelle W.

5/5

I was introduced to David at AS Wealth Advisors by a friend, and it turned out to be one of the best recommendations I’ve ever received. David has been instrumental in sorting out an issue I had with unpaid superannuation from a previous employer. Not only did he manage to resolve that, but he also helped consolidate all my superannuation into one efficient package.

What stood out the most was David's ability to provide genuine, honest advice when it came to personal insurance. It’s rare to find someone so dedicated to finding the best possible solution for his clients, rather than just selling a product. David is an exceptional listener, always taking the time to fully understand my needs and concerns before offering any advice.

David has also assisted my parents in setting up their financial retirement plan. Thanks to his comprehensive and thoughtful approach, my parents are now looking forward to their retirement with joy and security, knowing they are well-prepared for the future.
David’s professionalism, expertise, and genuine care for his clients’ well-being are what make him stand out in the world of financial advising. I cannot recommend him highly enough to anyone looking for financial advice or services.

Jessica D.

5/5

I found David to be extremely knowledgeable and attentive to our goals. His help had been instrumental in setting ourselves up for retirement and ensuring we have adequate insurances in place. We cannot thank him enough for the reassurance and guidance he has provided us.

Brian S.

5/5

I recommend them to anyone who is looking for investment and superannuation advice.
David, always takes the time to answer any questions I may have, and he provides me with all the options available, all the presentations needs and goals of the product.
I do highly recommend them to anyone out there needs financial advice.
Thanks you David and to all the staff. Great service

Benjamin C.

5/5

David and AS Wealth have supported our family not only through regular financial planning but in trying times aswell. A trauma insurance policy David got us onto early days has since benefited us through a sudden health battle. David and his team care, think outside the square and go the extra mile.

Paul P.

5/5

We have been a client of David’s for over 5 years and would definitely recommend him to anyone wanting to plan for their future and protect their assets. He is very knowledgeable and attentive to the needs of his clients. Also very good at describing the pros and cons for various scenarios which made our decision making very easy.

David W.

5/5

Upon meeting David I could tell he was a professional financial advisor. He was instrumental in the way he orchestrated our finances to our advantage moving forward, will literally save us thousands off our home loan all whilst creating the lifestyle we desire as a family. If you are seeking to create greater personal wealth then I would highly recommend an appointment with this man.

Lilianna S.

5/5

I cannot speak highly enough about the outstanding financial advisory services provided by AS Wealth Advisors. From the moment I engaged with David and his team, I experienced a level of professionalism and expertise that surpassed my expectations.