Select Advice Financial Planning

I have been with Select Advice Financial Planning for 7 years now, and I can not thank them enough for the advice and support they have given me. The team are so friendly, helpful and easy to deal with, they make my life easier, so I can't thank them enough.

We have been dealing with Select Advice Financial Planning for over 15 years. The team Eric, Tony, Sasha and Declan are professional and dedicated. Declan who has a sound knowledge in financial planning is amazing to deal with. We would highly recommend their services.

We contacted Select Advice early in 2017 and received a very warm and friendly welcome by Eric and Tony when we met at their Melbourne office. We were impressed with their knowledge and professionalism and were more than happy to ask them to manage our superannuation investments.We are fortunate to be self funded retirees and even though the financial world has been through tumultuous times in recent years, thanks to SA our overall balance is about the same as it was when we joined. And we’ve withdrawn cash lump sums and have been receiving a tidy monthly pension since 2018 too.Eric and Tony (Sasha in the office too) are always more than happy to help with anything we ask of them. We completely trust them managing our ‘future’.

I have been dealing with the Select Advice Financial Planning group for over 10 years. As a finance broker, I understand the importance of having the right types of insurance, especially where someone has debt. Throughout those 10+ years, I have been referring my clients to Tony and Eric . Their advice and service is brilliant and the feedback I receive from my clients is always positive.Personally, I was with another financial planning before meeting Tony and Eric. I was impressed with their professionalism and passion for the industry and clients. I switched my own personal insurances and superannuation across to them quite a few years ago. Their advice is without question, the best I've seen, as is their professionalism. I can highly recommend their services.

My wife and I were approaching retirement with some uncertainty and concern about our financial position, our ability to retire comfortably and achieve the things we hoped to.Eric, Tony and the team at Select Advice were recommended to us by a family member.I can say without hesitation that Select Advice were instrumental in steering our retirement plans forward in such a way that we are enjoying a wonderful retirement with confidence and security.Their communication and ability to fully understand and embrace our retirement dreams are the things that really stood out to me. It gave us absolute confidence they would always work to our best interests.We are genuinely grateful to have Select Advice looking after our financial affairs at this stage of our lives..

The team at Select Advice Financial Planning have been invaluable in my journey to have a secure financial future. My parents are long time clients of Tony & Eric's so when I wanted to ensure that I could have in place the right Superannuation, Insurance as well as short and long term financial goals I had no hesitation in placing my trust in their company. They have an amazing team that are always happy to assist with any questions and have taken a lot of care and time to ensure that my dream retirement scenario is on track. I get regular reviews of my portfolio with the team which is invaluable to me.

I'm not one to enjoy fussing over financials and Select Advice are a blessing for those like me! Their personal approach and friendliness is complemented by their strong, clear advice and common sense questions.I've been with Select for decades and through a few 'changes of lifestyle' as I age, and I feel like my finances have been in good hands - and will continue to be for life.

We have been relying on Tony and Eric for our financial planning and advice for many years now. Their wrap-around style of service has made us feel secure in the knowledge that they are on the cutting edge of the financial planning industry, delivering the best possible results for us. They demonstrate sound values in their actions and their down to earth communication. We highly recommend Select Advice Financial Planning to anyone looking for professional financial advice delivered with a personal touch. Sue and Simone, Sydney.

Declan’s professionalism and commitment to his job has been of great help to us as clients. His advice is carefully prepared and well researched tailoring to our needs. I would recommend him to any prospective customers.