Korff Wealth - Financial Planner, Mortgage & Insurance Broker Ballina - Ballina, New South Wales

Korff Wealth - Financial Planner, Mortgage & Insurance Broker Ballina

Located at 135 River St, Ballina NSW 2478, Australia, Korff Wealth is a reputable financial planning, mortgage, and insurance brokerage that has been serving the Ballina community for years. With a phone number of 266866678, and a website at korffwealth.com.au, Korff Wealth is committed to providing comprehensive financial solutions to its clients. Their specialties include financial consulting, insurance brokering, and mortgage brokering. Additionally, the facility offers wheelchair accessible entrance, parking lot, and restroom, making it convenient for everyone to access their services.

Specialties

• Financial consultant: Korff Wealth provides expert advice on investments, retirement planning, and other financial matters.
• Insurance broker: The company helps clients find the best insurance policies to suit their needs, offering peace of mind and protection.
• Mortgage broker: Korff Wealth assists clients in securing the best possible mortgage rates and terms for their home loans.

Other Points of Interest

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom

Opinions and Reviews

This company has received 17 reviews on Google My Business, with an impressive average rating of 5/5. One satisfied client, Deborah, shared her experience, stating that the team at Korff Wealth was extremely helpful throughout the entire home buying process and helped them find the best loan for their situation. This glowing review is indicative of the exceptional service and dedication that Korff Wealth provides to its clients.

With their expertise in financial planning, mortgage, and insurance services, Korff Wealth is well-equipped to assist individuals and families in achieving their financial goals. Their commitment to client satisfaction, combined with their easy-to-access facilities, makes them an ideal choice for anyone seeking reliable financial advice and solutions.

Final Recommendation

We highly recommend reaching out to Korff Wealth for all your financial planning, mortgage, and insurance needs. Visit their website at korffwealth.com.au to learn more about their services and how they can assist you in securing a brighter financial future. Don't hesitate to contact them via phone at 266866678 or by visiting their office at 135 River St, Ballina NSW 2478, Australia.

👍 Reviews of Korff Wealth - Financial Planner, Mortgage & Insurance Broker Ballina

Sophie P.

5/5

Deborah assisted us with the purchase of our first home and was extremely helpful throughout the whole process and helped us find the best loan for our situation. Would definitely recommend Korff Wealth for anyone looking to get into the property market.

Paula T.

5/5

Mr Ian Howgarth of Korff Wealth is in our direct experience an expert financial planner whom we highly recommend.
He has extensive knowledge of the mine-field complex rules and regulations governing Superannuation. Uniquely, due to his accountancy background he similarly has a very wide knowledge of current taxation rules and regulations, invaluable in tax planning and complementary to Superannuation planning.
He is very incisive and judicious in the advice he gives. He is a keen listener; he evaluates carefully; he is visionary yet cautious; he is very prompt in his work and very helpful.
Ian is definitely a man you should have on your team. Our only regret is we didn’t know him ten years earlier. He is to be congratulated for his high class service.

matt C.

5/5

Working with Deb at Korff Wealth was an excellent experience! She went above and beyond to help us find the perfect mortgage that fit our unique financial situation. Deb was professional, knowledgeable, and incredibly responsive throughout the entire process. She answered all of our questions and made us feel confident in our decisions. We highly recommend Deb and Korff Wealth to anyone in need of mortgage services!

Foundation H.

5/5

I cannot recommend Deb Fredricks of Korff Wealth enough. Her experience and professional approach allowed us to achieve finance for business and home loans very smooth. Felt like she was thinking ten steps ahead, had all bases covered and was always available to discuss during the intense moments of gaining finance. Super efficient and fast. Thanks Deb.

Stephanie C.

5/5

Highly recommend Deb Fredericks and her team. We recently purchased a property and it is all thanks to Deb and her wealth of knowledge that the process went so smoothly. She was very responsive, helpful, and organised, and her advice was always detailed yet easy to understand, which was key for us as first home buyers new to the process. Thanks heaps Deb!

greg H.

5/5

My wife and I are both Korff Wealth clients and have been for some 7 years. Korff Wealth (nee YBR) were exceptional in delivering a Retirement/ Investment income package to us both based on their research that provides us with a sound and carefully managed income stream that satisfactorily meets our needs. Highly recommended for new clients expecting a professional team that can provide you the service to meet your financial goals especially at retirement.

Rebecca F.

5/5

Outstanding service. Deb and Lea were thorough, clear, responsive and helpful, and allowed me to feel calm and informed in the stressful process of buying my first home. Would recommend to anyone

Deanna B.

5/5

We have been with Korff Wealth for several years now. It commenced with getting our self managed superfund in order and over the years many financial decisions have been made with the assistance of Campbell Korff and his efficient team. We have successfully put in place a solid superfund investment plan, long term financial planning and assistance with property purchase and all the associated dealings. Their service has been exemplary, we highly recommend the Korff Wealth team.