Wick Financial - Scoresby, Victoria

Address: Waterman Business Centre, 44 Lakeview Dr, Scoresby VIC 3179, Australia.
Phone: 370678616.
Website: wickfinancial.com.au
Specialties: Financial consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended, On-site parking.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Wick Financial

Wick Financial Waterman Business Centre, 44 Lakeview Dr, Scoresby VIC 3179, Australia

⏰ Open Hours of Wick Financial

  • Monday: 10 am–6 pm
  • Tuesday: 10 am–6 pm
  • Wednesday: 10 am–6 pm
  • Thursday: 10 am–6 pm
  • Friday: 10 am–6 pm
  • Saturday: Closed
  • Sunday: Closed

Wick Financial: Una Guía Completa

Wick Financial es una empresa de asesoramiento financiero ubicada en Scoresby, Australia, que ofrece servicios de consultoría financiera a individuos y empresas. En esta sección, exploraremos las características, ubicación y características de esta empresa.

Características de Wick Financial

Wick Financial cuenta con las siguientes características:

  • Financial consultant: Los expertos financieros de Wick Financial ofrecen asesoramiento personalizado para ayudar a sus clientes a alcanzar sus objetivos financieros.
  • Online appointments: Los clientes pueden programar citas en línea con los asesores financieros de Wick Financial.
  • On-site services: La empresa ofrece servicios de consultoría financiera en su ubicación en Scoresby.
  • Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet: La empresa tiene instalaciones accesibles para personas con discapacidad.
  • Appointment required, Appointments recommended: Los clientes deben programar citas con anticipación para asegurarse de que el asesor financiero esté disponible.
  • On-site parking: Los clientes pueden estacionar su vehículo en el estacionamiento del negocio.

Ubicación de Wick Financial

Wick Financial tiene su ubicación en:

Address: Waterman Business Centre, 44 Lakeview Dr, Scoresby VIC 3179, Australia.

Phone: 370678616.

Website: wickfinancial.com.au.

Opiniones de Wick Financial

Esta empresa ha recibido opiniones positivas de sus clientes en Google My Business:

This company has 15 reviews on Google My Business.

La media de las opiniones es de 5/5.

👍 Reviews of Wick Financial

Wick Financial - Scoresby, Victoria
Yos W.
5/5

I had the pleasure of working with Sheshan as my financial advisor and I have to say he provided exceptional service.

From our first meeting, he was attentive, knowledgeable, and always took the time to answer all of my questions. Sheshan gave me some great insights on how to manage my finances better, which has been tremendously helpful.

He also helped me set up a new superannuation account and the process was incredibly smooth thanks to his expertise.

I highly recommend Sheshan to anyone looking for a great financial advisor who truly cares about their clients and their financial success.

Wick Financial - Scoresby, Victoria
Jackson F.
5/5

Been my advisor for over 5 years and would recommend anyone who wants professional financial advice and planning.

Wick Financial - Scoresby, Victoria
Santosh J.
5/5

Sheshan is an excellent financial advisor who is very knowledgeable, very passionate and genuinely cares for his clients.
I cannot thank Sheshan enough in the way he carries himself professionally. He listens to all my requirements, works step by step in a very approached manner to resolve the issues and provides me with advises which helps me to make very constructive decisions on my finances.
I am absolutely delighted and feel refreshing to work with such an amazing financial advisor.
Sheshans continual advice on financial planning issues has saved me significant amount of money.
Keep up the excellent work Sheshan and all the best!!! You are truly amazing and I would not second a thought to recommend you to anyone who is in need of a financial advisor.

Wick Financial - Scoresby, Victoria
Andrew A.
5/5

Sheshan is so knowledable and and joy to work with. He is a real expert in the financial arena and has been a massive help in getrting our financial affairs sorted out including Superannuation and planning for the future. Can't recomment him highl;y enough.

Wick Financial - Scoresby, Victoria
Jordan T.
5/5

I Found Sheshan because i was unhappy with my super fund and i had some extra cash just sitting in a bank earning no interest. After sitting down and going over my risk tolerance and plan for my money and retirement we implemented the new strategy. 2 years later and my Superannuation is strong with good returns the same can be said about my personal money. I couldn't recommend Sheshan enough he is knowledgeable, professional and highly skilled at what he does.

Wick Financial - Scoresby, Victoria
Glen H.
5/5

Sheshan, has been my financial advisor for over two years. During this period he has taken care and structured all my finances in my Super, Bonds, Fixed Deposits and Shares. He created a pension account for me with the same Super Fund. He has helped me and my wife to prepare all documents required by Centrelink to submit our claim for pension with everything going smoothly and as a result of this, we are both receiving our pension. He looks to structure capital gains tax once a investment property is sold in coodination with your tax agent.
He does a lot more depending upon your needs and requirments.
This was what we needed from him to structure our finances and set up documentation and application for receiving pension
A gentle and polite person who also listens to your suggestions, if you have any and advises accordingly.

Wick Financial - Scoresby, Victoria
Juan P. D.
5/5

Sheshan has been a great advisor! He's been flexible, trustworthy, and super polite! A quite knowledgeable professional who gave us pretty detailed advise! Thanks Sheshan!

Wick Financial - Scoresby, Victoria
Yamuna J.
5/5

Thanks so much to Sheshan and Team! Without your genuine help I would not have been able to get my claim approved. You went out of the way to assist me, during my time of need. I will definitely recommend your services to anybody.

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