Bold Wealth - Kew, Victoria

Quién es Bold Wealth

Bold Wealth es una empresa de consultoría financiera con sede en Kew, Victoria, Australia. Su dirección es 3/35 Cotham Rd, Kew VIC 3101, Australia.

La empresa se especializa en asesoramiento financiero y planificación financiera, ayudando a sus clientes a alcanzar sus objetivos financieros a largo plazo.

Especialidades

• Financial consultant
• Financial planner

Bold Wealth también ofrece instalaciones accesibles para personas con discapacidad, como un estacionamiento y asientos y un baño accesible.

Es recomendable hacer una cita con la empresa antes de visitarla.

Opiniones

Según las opiniones de los clientes, Bold Wealth ha obtenido una puntuación promedio de 4,9/5 en Google My Business.

Los clientes elogian la claridad y amabilidad del servicio proporcionado por los asesores financieros de la empresa.

Se ha mencionado que los asesores toman el tiempo para explicar sus procesos y brindar orientación inmediata para ayudar a los clientes a tomar el control de sus finanzas.

En general, Bold Wealth es una empresa bien valorada por sus clientes y expertos en finanzas.

👍 Reviews of Bold Wealth

George M.

5/5

After growing my business I knew I needed to take my personal finances more seriously. I contacted Bill Jackson from Bold Wealth and he very clearly and kindly explained how his process works and provided some immediate direction on how to take control of my future wealth. I am very excited to be working with him and his team. Couldn't recommend him higher.

JLE

5/5

Bill Jackson was amazing from the start. He is a great financial adviser who is honest and Genuine and is willing to help you attain your goals. He has successfully help me set-up my SMSF and have helped me refinance my other properties. I would highly recommend him.

Oliver S.

5/5

Dylan and the team at Bold Wealth have been amazing. We first got in contact with them in late 2024 and ever since we’ve been super impressed.
Anyone looking for financial advice I strongly recommend Dylan and the team at Bold Wealth.

Claire B.

5/5

My partner and I worked with Dylan to organise our life, income protection and total disability insurance policies. Dylan was the best! He was able to complete thorough and detailed research to ensure we got exactly the right policies for us. He took the hard work out of everything, and was able to explain his recommendations with just the right amount of detail, and in simple language that was easy to understand. I cannot recommend Dylan and the team at Bold Wealth more highly 💯😊

Vasili P.

5/5

We cannot recommend Dylan and the team at Bold Wealth highly enough. Since we took Dylan on as our financial adviser, we have been guided through our transition into retirement with the upmost professionalism, knowledgeable advice and compassion for our personal circumstances. Our funds have been invested wisely and profitably on our behalf. Above and beyond the financial confidence Dylan and his team provide, we are always made to feel that we have a friend looking out for us, and not simply a financial advidser. Thank you Bold Wealth! We look forward to a continued relationship as we move into this next phase of our lives.

paul H.

5/5

Last year I engaged Bill to review my superannuation and life insurance policies, he restructured my superannuation fund to my benefit. His knowledge,experience and professionalism is evident from the start and I would highly recommend his services

Mandy H.

5/5

The team at Bold Wealth are incredibly knowledgeable and it's refreshing to work with people who truly care. They took the time to understand my goals and offered advice that was tailored specifically to me. I now feel much more confident about my financial future thanks to their guidance. Highly recommend if you’re looking for solid financial advice!

Mel J.

5/5

Highly recommended - the guidance we received to help plan for our financial future, professionalism, communication, recommendations for further support in other areas and patience with our situation that we received was amazing. Thankyou Daniel for everything!