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Financial Advice Matters Group is a financial advice, education, wellness and planning firm based in Robina, on the Gold Coast, QLD We specialise in all matters to do with financial planning, goal setting, budgeting, investing, tax, debt management, superannuation, insurance, retirement and lifestyle planning, estate planning, financial education and wellbeing planning financial education and many more services that help manage finances over your life journey. Although we're based in Robina we service all of the Gold Coast s... read more
Northern Annexe, Level 1/Suite 103/203 Robina Town Centre Dr, Robina, QLD, 4226, Australia
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:30 a.m. to 5:00 p.m. | |
Tue | 8:30 a.m. to 5:00 p.m. | |
Wed | 8:30 a.m. to 5:00 p.m. | |
Thu | 8:30 a.m. to 5:00 p.m. | |
Fri | 8:30 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Mukesh Duvani has been our tax accountant at Financial Advice Matters for many years, and he has always gone above and beyond. Recently with the passing of my father, I had to manage many of his estate affairs, including completing any final tax returns on the estate. This was such a new (and emotional ) experience for me, as I had to delve back through my parents' financial history. Thankfully, Mukesh put my mind at ease and was so helpful and comforting throughout. My sisters and I were able to have a full video conference... read more
Liaising with Mel from FAM is always a pleasure. She is informative and explains things well. She responds swiftly to any queries, email or telephone that we may have and if we have any worries she sets our minds at ease. She is easy to talk to. Punctual to meetings. Very knowledgeable and always helpful. Thanks Mel.
Business response:
Thank you Jules and Jenny for taking the time to share your positive experience with Mel, your kind words and glowing review are greatly appreciated.
We have been with FAM for over 10 years and during that time had a number of advisors however our current advisor, Anthony, has been the best by far. I also need to mention Mukesh, who has been doing our Tax Returns for many years and providing a wonderful service. Then there's Fiona always helping out with a smile. I could go on but ...... i will finish up by saying thanks to the above mentioned 'terrific trio' for all their help, advice, service, planning, assistance, guidance... over many years. Cheers Wayne and Julie... read more
Luke was easy to understand and Fiona was very helpful. The office in Brisbane was friendly and accommodating. I did get a shock when I got the bill.
My adviser, Melissa, is very patient, takes the time to listen to my needs and understands the outcomes I am seeking. She has great knowledge and puts the jargon into easy to understand terms that are a breeze to follow. I have been with FAM and Melissa for a few years and I confidently recommend her to friends and family knowing that Melissa will treat each person’s situation with care, diligence and most of all their best interest in mind. Each time I go in for a meeting with Melissa, she is well prepared for the meeting,... read more
5 Star Rating for Anthony and the FAM team. We think of them as our own Family, nothing but the best financial support and planning over the past 12 + years. My husband was diagnosed 5 years ago with a terrible condition and could no longer work. Thanks to Anthony with his professionalism and knowledge steered us into the best life financially for our future.
Business response:
Thank you, we are so grateful for your long term support :)
Financial Advice Matters Group Gold Coast has a 5 star rating with 50 reviews.
Financial Advice Matters Group Gold Coast is open now. It will close at 5:00 p.m.
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