Pacific Wealth Partners - Bundall, Queensland

Pacific Wealth Partners

Una empresa de asesoramiento financiero con sede en Bundall, QLD 4217, Australia.

Dirigida por un equipo de expertos en planificación financiera, Pacific Wealth Partners ofrece servicios personalizados para ayudar a sus clientes a alcanzar sus objetivos financieros.

Especialidades

• Financial planner

Con años de experiencia en la industria, el equipo de Pacific Wealth Partners trabaja estrechamente con sus clientes para entender sus necesidades y objetivos financieros, y desarrollar planes de ahorro y inversión personalizados.

Ubicación

Address: Level 1, Suite 1a/91 Upton St, Bundall QLD 4217, Australia.

Teléfono

Phone: 756253000.

Página web

Website: pacificwp.com.au.

Otras características

Esta empresa cuenta con un aparcamiento accesible para sillas de ruedas, entrada accesible para sillas de ruedas y baño para garantizar la accesibilidad de sus clientes.

Se recomienda hacer una reserva de citas para asegurar un tiempo adecuado con el equipo.

Opiniones

This company has 36 reviews on Google My Business.

The average opinion is 5/5.

Los clientes han expresado su satisfacción con el servicio, destacando la comunicación excelente y la facilidad de trabajar con el equipo.

Algunos clientes han mencionado que han obtenido una organización mejorada de sus finanzas y seguridad financiera gracias a la asesoría de Pacific Wealth Partners.

👍 Reviews of Pacific Wealth Partners

Emma D.

5/5

I’ve had a great experience with the whole team at Pacific Wealth Partners. They have had excellent communication throughout the whole process of coming on board, explaining everything clearly, and have been really easy to work with.
They have helped me get all my superannuation sorted for my future, as well as all my insurances which has been such a relief to already see such a huge change and be organised for the unexpected.
Highly recommend speaking with anyone from the team to see if they can help you too!

welsh O.

5/5

Pacific Wealth did heaps of research and found the best possible outcome for me. They are super professional and I am more than happy with the results that my Super fund is now achieving. I cannot recommend them highly enough. Contact them at your earliest opportunity.

Miles C.

5/5

Steven from Pacific Wealth partners was amazing to deal with. He is knowledgable in maintaining and maximising wealth. Has helped me take control of my Superannuation and Insurance something that I have put off for a while. I feel comfortable/relieved now for the future.

Cat M.

5/5

I can honestly say that Steve and the team at Pacific Wealth Partners has made a huge difference in my financial journey. From our very first conversation, his communication was always clear, approachable, and thoughtful. He took the time to really understand my goals and answered every question I had (and I had a lot!) with patience and care. What stands out most is his deep knowledge and genuine passion for helping people make smart financial decisions. I’m so grateful for Steve’s advice and support, and I wouldn’t hesitate to recommend him to anyone looking for trustworthy and expert guidance.

Joanna M.

5/5

I'm extremely happy with the outcome. I'm so pleased I took the step to have a financial advisor review my superannuation for retirement. I now feel confident that I'm on the right track and making informed decisions for my future.

Greg M.

5/5

Steve was excellent. Took the time to explain the growth of my how my superannuation works. Really happy with the outcome. Highly recommend!!

Kailash D.

5/5

The service has been great. When I needed to change services over they handled all the paper work and chased up what was needed for me. Really a big time saver as well a money saver.

Eamonn P.

5/5

Fantastic to deal with very knowledgeable and help, amazing service. When i had questions that require things to be chased up as my employer had made mistakes that I noticed i received calls back from staff within the hour absolutely fantastic could not recommend highly enough