Calculated Advice - Osborne Park, Western Australia

Address: The Garden Office Park, Level 4, Building C/355 Scarborough Beach Rd, Osborne Park WA 6017, Australia.
Phone: 893806333.
Website: wealthwise.com.au
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 57 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Calculated Advice

Calculated Advice The Garden Office Park, Level 4, Building C/355 Scarborough Beach Rd, Osborne Park WA 6017, Australia

☎️893806333

⏰ Open Hours of Calculated Advice

Monday: 8:30 am–5 pm
Tuesday: 8:30 am–5 pm
Wednesday: 8:30 am–5 pm
Thursday: 8:30 am–5 pm
Friday: 8:30 am–5 pm
Saturday: Closed
Sunday: Closed

Calculated Advice - Financial Consultants

Calculated Advice is a highly-regarded financial consulting firm located at The Garden Office Park, Level 4, Building C/355 Scarborough Beach Rd, Osborne Park WA 6017, Australia. With a phone number of 893806333 and a website at wealthwise.com.au, they specialize in providing expert financial guidance to their clients.

Their team of experienced financial consultants, led by Vanja and Matt, take a personalized approach in understanding their clients' unique financial situations and goals. This allows them to craft tailored financial strategies that effectively address each client's short-term and long-term financial objectives.

Calculated Advice has built a strong reputation for providing exceptional service and achieving outstanding results for their clients. They have a deep understanding of the intricacies of financial planning and tax optimization, which sets them apart from other financial advisors.

In addition to their financial expertise, Calculated Advice is committed to delivering a client-centric experience. They prioritize clear communication and transparency in all aspects of their service, ensuring their clients feel informed and supported throughout the financial planning process.

One key aspect that sets Calculated Advice apart is their focus on personalized attention. They take the time to truly understand each client's unique financial situation, goals, and concerns, allowing them to develop customized strategies that align with their clients' values and objectives.

Calculated Advice is also known for their proactive approach to financial planning. They work closely with their clients to identify potential financial risks and opportunities, helping them to make informed decisions and stay ahead of financial challenges.

With a strong commitment to excellence and a client-centric approach, Calculated Advice has earned a outstanding reputation in the financial consulting industry. Their dedication to delivering exceptional service and achieving meaningful results for their clients has earned them a loyal client base and numerous positive reviews.

If you are seeking a reliable and experienced financial consultant to help you achieve your financial goals, Calculated Advice is an excellent choice. With their personalized approach, financial expertise, and commitment to client satisfaction, they are well-equipped to provide you with the guidance and support you need to secure your financial future.

👍 Reviews of Calculated Advice

Calculated Advice - Osborne Park, Western Australia

Ricki C.

5/5

My husband and I have been very pleased with Vanja and Matt's exceptional service in providing financial planning and strategies to achieve our financial goals. They had a comprehensive understanding of our short term and long term objectives and we were pleased with their expertise and commitment to our financial well being. As accountants ourselves we saw the tax benefits of their planning and suggestions which made the experience definitely worthwhile. We would have no hesitation is recommending them to our clients, family and friends.

Sheryl F.

5/5

We started our financial planning journey last year with Calculated Advice. From our first meeting, we felt comfortable and confident with Matt & Vanja's knowledge and experience. We received a tailored strategy to help and guide us (with no pressure) on the way to achieving our business and personal financial goals. Highly recommend! Thank you Matt & Vanja for all the support so far.

Annie B.

5/5

Vanja and Matt have provided valuable advice and guidance with planning for our future retirement. This can be a daunting exercise but they assessed our current financial situation and helped us to put measures in place which immediately improved our cashflow, and a plan on what we need to do moving forward. I have no hesitation in recommending them.

Lesley L.

5/5

If I could give 6 stars to Matt and Vanja I would, their whole goal is to ensure the very best outcome for their clients. They are so professional and knowledgeable, but explain everything in terms you can understand. We have known Matt for about six years when we were in desperate for help with our financial concerns and he assisted us to get back onto our feet and out of debt with his advice and recommendations. We have only known Vanja for about six months and again we can only give high praise for his knowledge, experience and amazing ability to ensure we can live comfortably while staying financially viable. They are an amazing team and I would definitely recommend them to assist you with financial advice.

Alan B.

5/5

Since swapping over to Matt and Vanja we have been very pleased with their level of excellent service and advise. They also work in well with our Accountants where there could be Tax implications with our retirement plans.
he catchup review meetings at either our home or at their offices are always enjoyable and comprehensive.
We have and do highly recommend Matt and Vanja to anyone looking for good Financial Advise.

Codie B.

5/5

Matt and Vanja have been providing us with financial advice for roughly six years, throughout this time we’ve maintained complete trust and confidence in their advice and expertise. Without hesitation we have recommended their services to a number of friends. Highly recommend to anyone looking for a financial advisor.

John G.

5/5

Matt and Vanja have been providing us strategic Financial Advice for some time now.

We have found their Services outstanding, diligent, knowledgeable and very professional; giving us clear guidance and effective advise.

We have experienced and achieved a positive progress to our Portfolio bringing us confidence for our aims in retirement.

We highly recommend the Team from Calculated Advise to manage the complexity of Superannuation before and after retiring...

Kerry B.

5/5

Matt has been our Financial Adviser for a number of years now. He has always listened to us and understood where we were at, our ideas and needs always helping us to work through and think about things from different angles. Matt has also referred us to other services that we have required, because he knows us, the referrals he has made meant that we felt comfortable dealing with these people also. During some difficult times Matt has been supportive and encouraging.
Now at Calculated Advice Vanja has also become part of our team. Their suggestions, insights and assistance has been very much appreciated. We highly recommend Matt and Vanja to anyone needing Financial Advice and look forward to working with them for many years to come.