Lakeside Consultants - Brighton, Victoria

Vanessa L.

Subject: Heartfelt Appreciation for Exceptional Service

Dear Ross, Tristan, and the Lakeside Team,
. I am writing to express my deepest gratitude for the unwavering support and exceptional care you have provided us over the past years. During what has been a very challenging time, your dedication and commitment to our well-being have truly made a world of difference.
Ross, Rita and especially Tristan, you have treated us like family, going above and beyond to ensure that all our needs were met with the utmost professionalism and empathy. Your assistance in navigating our wills, insurance policies, has been invaluable. Your efforts have not only provided us with peace of mind but also helped us find solutions that we might not have achieved on our own.

I wholeheartedly recommend Lakeside Accountants to anyone seeking top-notch service and genuine care. You have been an absolute joy to work with, and I am grateful for the positive impact you have had on our lives.
Thank you once again for everything.
Warm regards,

Vanessa and Ashley Levin

Lucy A.

I had an outstanding experience working with Jai for my mortgage broking needs. From start to finish, he made the entire process seamless and stress-free. Jai is incredibly knowledgeable, approachable, and always took the time to explain every step in fine detail, ensuring I was understanding the process along the way.

He went above and beyond to find the best loan options for my situation and worked tirelessly to ensure everything stayed on track. Communication was maintained consistently during what can be a daunting process.

I felt confident and supported the whole way through. I honestly can’t recommend them enough.

Friedo L.

Ross and Rita recently prompted me to follow up on some old injury claims with their exceptional service and, more importantly, results! It was a policy that Lakeside recommended and arranged for me many years ago. I was reminded a few years ago to keep paying the premiums as the product contract was no longer available to new clients but still honoured. I'm so glad I kept the policy going and am very happy with the service provided by Ross and Rita.

Georgia N.

I used Lakeside Financial to buy my first home and couldn’t be happier with the experience. Jai was incredible to deal with he really went above and beyond to make sure everything ran smoothly. He was always quick to respond, explained things clearly, and made the whole process a lot less stressful than I expected. As a first-time buyer, I had a lot of questions, and Jai was patient and helpful every step of the way. Would definitely recommend him to anyone looking for a reliable and supportive broker.

Alan F.

I have been with Lakeside Financial for many years. Ross and his team advised me on the best available insurance policies with true level premiums which meant that I could afford to continue with Trauma and Income Protection as I got older. When I did develop serious health issues, Lakeside supported me all the way with my claims. I am very grateful for their help and honest advice.

Lisa G.

Ross and his team have offered wonderful advice for income protection, life insurance and disability insurance, all of which we have had to use due to my husband's illness. Forever grateful as it has taken away any stress at a difficult time. Thank you

brian D.

Thanks to Andrew and Ross, when my wife was diagnosed with health issues, they were quick to assist and help out with organizing payment through her income protection and superannuation. Highly recommend 1st class

Lydia D.

Cold-called me at work, leaving a message with reception saying it was "personal". When I called back, they tried to push income protection insurance. Pushy sales tactics and dishonesty are not the way to win my business.