Owen Partners - Kew, Victoria

Roxi &. S.

Owen Partners (Richard & Di) are a fantastic team of professionals that have SAVED & EARNT US much more than we ever thought possible with great assistance. Their efforts have included amazing financial PLANNING for early semi retirement, then later dealing with Centrelink for any further benefits. At the time of this review we are fortunate, able & have chosen to still work even if just casual or part+time or as much as we can to improve our situation the best way. They continue to help us report to Centrelink accurately & stress free. We are in our fifties & sixties---We rarely do reviews but highly recommend them & suggest start with them even in your forties if possible but anytime should help.... the SOONER the BETTER-OFF you will be. We are definitely still continuing with their services for a long time 14.9.25 and beyond.

Jack T.

We've been working with Richard and Di at Owen Partners for some time now, and couldn't be happier with their services. Di is incredibly organised, always on top of everything, and ensures things get done in a timely manner—often following up with us when life gets busy and we lose track. Richard brings a wealth of knowledge to the table and has been an invaluable resource in guiding us through our financial planning.

I think what we value most is the confidence and reassurance we feel knowing our financial decisions are backed by decades of experience. It brings us real peace of mind, and removes the stress of second-guessing or having to constantly double-check if we're on the right track.

margaret T.

I have been a client of Owen Partners since 2019. Richard and his team always deliver professional planning advice and have given me the confidence to begin my transition to retirement, knowing they have my best interests at heart. Richard and Diana have always responded to my questions and requests with honest and trustworthy guidance and I’m reassured that the future of my finances is in good hands. I have recommended Owen and Partners to a number of my friends and family and will continue to recommend their good practice to others.

Sally F.

We’ve been using the services of Richard and team for a number of years now, both in a previous firm and now as Owen Partners.
The help, guidance and assistance from Richard is excellent and the follow up from Diana, exceptional.
Our annual assessment is very thorough and any issues from us or the team are quickly addressed and put in place to ensure we are in the best shape.
When we’ve needed advice outside the yearly check it’s just a phone call and we receive prompt attention and assistance.

More than happy to recommend.

Scott M.

Cameron, Emily & team were great in assisting my family & I while I had an unexpected health issue which resulted in some time off work.
Their dedication in helping their customers is second to none. Their great customer service took the pressure off my family while Cameron and team followed up with the relevant insurance company.
I would strongly recommend in there services where you are treated more than just a number.
Thanks again Cameron & team!
Scott

Sharma D. A.

I have enlisted Owen Partners to assist with my financial planning for well over 10 years.

Richard, Diana and Cam have been extremely helpful and very easy to work with. They are very easy to engage with I feel very comfortable with their advice which is transparent and in “laymen” terms. It’s easy to understand and not daunting in any way.

My annual assessment with them ensures I am on the correct path with my finances / superannuation and I feel very confident that I have been “financially healthy” for many years now. Due to my confidence with Owen Partners and their advice, I have recommended them to many of my colleagues / friends. I will only do this if I am happy with a service / company.

Owen Partners are worth having a conversation with, in the first place and then take it from there.

Nigel D.

Owen Partners have been incredibly supportive of us in managing our finances in our early Retirement phase and in leading us through the Pension application process. We have regular review meetings and they are incredibly responsive to our changing circumstances and needs. We recommend them highly as good Financial Advisors to anybody who is looking for that type of service. Great value for money.

Alan F.

Myself and my partner have been working with Richard and his team for several years. They have been instrumental in helping us towards our financial goals and are consistently responsive, supportive and provide solid, practical advice. They also take the time to educate and this helped us become more financially literate and confident.