Live Well Financial Planning
22 Reviews
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
About the Business
Live Well Financial Planning | The Live Well Financial Planning team are passionate about giving you the financial freedom to Live Well. For simple but effective financial planning, chat to our team today.
Contacts
Call Us
+61403189798
59 Canterbury Rd, Canterbury VIC 3126
Hours
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
Features
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Toilets
- Wheelchair-accessible toilet
- On-site services
- Online appointments
- Appointment required
Recommended Reviews
Jake P
14.10.2023
Live Well Financial Planning
David and the team at Live Well were instrumental in helping me organise my financials. They made everything simple and easy to understand.
Andrew
13.10.2023
Live Well Financial Planning
From the first time I met David I felt he really understood where I was and where I wanted to be. He just gets it; he doesn't try to bamboozle you with jargon.I have highly recommended David to several close friends and would happily continue to do so.Thanks for everything David!
Paula Savage
02.10.2023
Live Well Financial Planning
David has been fantastic to deal with. He is very knowledgable and has offered us excellent guidance with our investments.
Juli O'Callaghan
17.09.2023
Live Well Financial Planning
We were referred to David from an acquaintance and it’s been the best decision we made to have David help us with our finances following the sale of our home last December. We TRUST him implicitly. We look forward to a long relationship with David over the next years
Anthony D'Antonio
10.09.2023
Live Well Financial Planning
Highly recommend John Blyth re his professionalism and knowledge in Financial planning for our retirementJohn has an abundance of experience offering financial options and strategies in being able to address our current situation and needs. We are continually updated, he is very clear in his explanation of our financial plan; very approachable, positive and punctualThanks John for your ongoing support I feel very comfortable and secure.
Kathy Hallworth
27.08.2023
Live Well Financial Planning
David has succeeded in helping me learn how to manage my finances; I feel very fortunate that I was introduced to him. His great coaching style and supportive, positive attitude has enabled me to change my attitude to money and the bad habits I’d picked up over many years of over-spending! Highly recommended
Tami White
23.08.2023
Live Well Financial Planning
I highly recommend David for financial advice. He is very approachable, takes the time to understand financial needs and has valuable advice allowing me to make an informed decision
John Lizza
17.08.2023
Live Well Financial Planning
I had a particular issue within my SMSF and needed to seek out a Financial advisor. After contacting a few with little support I reached David Taylor who was able to help resolve my issue. I feel without David's experience and advice I would still be stuck with my original problem. David conducts himself in an very professional manner with a focus on clients and communication
Jo Ayers
25.07.2023
Live Well Financial Planning
Highly recommended.This is quite a complex topic for me and I’m very glad I had David to help guide me through it.He’s very knowledgeable, with a wealth of financial experience and quick to reply with any questions I had.Very happy client.
Murray Savage
10.07.2023
Live Well Financial Planning
Great, honest advise, with a structured plan to achieve our financial goals. Highly recommend
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Map
59 Canterbury Rd, Canterbury VIC 3126
Live Well Financial Planning