Proactiv Financial Solutions - Willetton, Western Australia

Proactiv Financial Solutions

Proactiv Financial Solutions, located at 4/300 Vahland Ave, Willetton WA 6155, Australia, is a highly esteemed financial planning company that has been making a significant impact in the lives of its clients. With a phone number of 408505877 and a website at proactivfs.com.au, this company offers a comprehensive range of financial planning services.

Specialties: Financial planner.

Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Gender-neutral toilets, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended.

Proactiv Financial Solutions has received an impressive 61 reviews on Google My Business, with an average rating of 5/5, indicating a high level of customer satisfaction. This company is highly recommended for those seeking professional expertise in managing financial requirements, as evident from the opinions of its clients.

Expertise and Service

With over 20 years of experience in the financial sector, Michael, the lead financial planner at Proactiv Financial Solutions, has a proven track record of assisting clients in various financial matters. Whether you're looking to pay off your mortgage, start an investment portfolio, manage financial risks, or transition to retirement, Michael and his team are well-equipped to guide you through the process.

What sets Proactiv Financial Solutions apart is their commitment to providing personalized and tailored financial advice. The team understands that every client has unique financial goals and circumstances, and they work closely with each individual to develop a customized plan that suits their needs.

In addition to their professional expertise, Proactiv Financial Solutions is known for its exceptional care and integrity towards clients. As a dedicated family man with three children, Michael embodies the company's core values of trust, empathy, and respect. This is reflected in the company's approach to client relationships, ensuring that each client feels valued and supported throughout their financial journey.

Accessibility is another key aspect of Proactiv Financial Solutions. The company offers online appointments, making it convenient for clients to schedule consultations at a time that suits them. They also provide on-site services, including a wheelchair-accessible car park, entrance, and seating, ensuring that clients with disabilities can access their services easily. Furthermore, Proactiv Financial Solutions maintains a transgender safe space and gender-neutral toilets, demonstrating their commitment to inclusivity and diversity.

In conclusion, Proactiv Financial Solutions is an exceptional financial planning company that combines professional expertise with a caring and inclusive approach. With their personalized service, commitment to integrity, and dedication to client satisfaction, they are well-deserving of their high ratings and positive reviews. If you're seeking a reliable and trustworthy financial planner, look no further than Proactiv Financial Solutions.

👍 Reviews of Proactiv Financial Solutions

Jean-Marc M.

5/5

I have known Michael for over 20 years, and we have worked together as peer managers in the banking sector. Whether you're looking to pay off your mortgage, start an investment portfolio, manage financial risks, or transition to retirement, I highly recommend Michael and his team at Proactive Financial Solution. His professional expertise in managing financial requirements is exceptional. As a dedicated family man with three children, his care and integrity towards clients are unsurpassed.

Amanda B.

5/5

Michael and his team at Proactive Financial Services have looked after my financial affairs for many years now, including my Super, Life Insurance and most recently helping me refinance my mortgage.

Michael and his team always show a genuine interest in my financial affairs, I completely trust them and would highly recommend them to help anyone with their financial advice.

Shaun C.

5/5

Michael and his Team @ Proactiv Financial Solutions were more than helpful in consolidating and setting up my financial plan for my retirement. Professional, courteous and listened to all my requests to fulfill my expectations.

shane O.

5/5

Michael and his team have been looking after my financial health now for over 20 years and have always been helpful and easy to deal with.
Has to have been good for me to have stayed with him for so long.

Dracos P.

5/5

Micheal and Johnny have helped my family for years, fantastic advice, great personalities and very friendly service.
Could not recommend any higher.
Thank you for everything so far and into the far future.

Bradley H.

5/5

We highly recommend Michael and team for their professional and proactive approach. The service we received was to a high standard filling us with the confidence that our affairs are in good hands!

Barry P.

5/5

I have dealt with Michael and his team for many years predominantly for advice about my investments inside of superannuation.
I thoroughly recommend his services.

Cecilia S. I.

5/5

Michael is honest, a great listener and personalized my superannuation portfolio more to my risk preference and variability, and am looking forward to seeing how it will grow, shift and change over time. He's above board, and his options showed he listened, has the clients best interests at heart, showed he cares and I like to deal with people whom are open, honest and listens to deliver, he is reasonable and has a love for what he does, and also being a family man, I respect his advise and professionalism, and I found his advise extremely helpful. I trust in his capacities and am happy to see how we can grow, and tailor things over time and build on our partnership, and would recommend him to family and friends. Proactiv' has wonderful, polite, and friendly staff members, a delight to deal with, and the office is easily accessible, with ample and convenient parking.