Salt Financial Group Pty Ltd

Salt Financial group have been nothing short of amazing whilst i have been preparing , starting up and then running my business. They have always prioritised my concerns and have made a huge impact in my transition to business owner. It;s a team of friendly staff who make asking questions and advice easy. Highly recommended.

We have worked with Steve Landers to prepare a financial plan to enable us to retire with confidence. Steve worked closely with us a few years ago to prepare a comprehensive plan that took everything into consideration and checks in regularly with us, both formally and informally, to ensure it is kept up to date. This gives us confidence that we can now enjoy doing the things we have looked forward to doing without worrying about our finances. The numbers don't lie!!We also decided to move our tax accounting to Salt and have worked closely with Matt Feehan. Both guys ensure that everything is covered and, even though there are the usual and unusual ups and downs in the economic landscape especially with Covid, they continue to give us peace of mind for our retirement.

Steve from Salt Financial Group was excellent in helping me to source the best Life Insurance options to protect myself and my financial well being. When the first options presented by the Insurer didn't meet my needs, Steve went over and above to find me the best possible terms. Its nice to know in the current climate there's someone I can trust with my financial needs.

Cate and Paul Callery had their annual review with Salt advisers, Steven Landers and Serena Swedosh at 11.00am Friday the 25th of November.Steve and Serena came with a wonderful yet uncomplicated summary of the past 12 months of our financial transactions and provided straight forward directions for the ensuing 12 months and beyond.At no stage did they try to 'sugar coat' the difficult times that we live in. In fact their honesty was very reassuring.Their communication skills were professional Their approach allowed for our input. They suggested and explained some modifications to our financial planning. We were given plenty of opportunities to request points of clarification.Serena and Steven worked as a focussed team. They have the ability to complement one another as they bounced ideas off each other.In summary, we felt reassured that our future financial directions are extremely well catered for. Furthermore, the Salt Financial Group have a wonderful dynamic couple in Steven and Serena as they expand into the years to come.Your Sincerely(Drs) Cate and Paul CalleryDr Cate CalleryTPTC Trained Primary Teachers Certificate, Christ CollegeBachelor of Education, Deakin UniversityDiploma in Special Education ACUMaster of Education ACUDoctorate (PhD) Literacy Skills ACUDr Paul CalleryDiploma Physical Education, Melbourne UniversityTrained Secondary Teachers Certificate Melbourne State CollegeBachelor Economics and Politics Monash UniversityBachelor Arts (Psychology) Monash UniversityDoctorate (PhD) Psychology Victoria University

I highly recommend the team at Salt Financial Group.In particular,I have received excellent and comprehensive financial advice from Steve and Serena.The customer service that I have received from Jess and other staff members has been of an exceptional standard as well.

You need to trust your FinancialPlanner to provide unbiased and professional advice and Salt Financial are an exceptional organisation with talented and trustworthy people. Their advice and recommendations has enabled our Super Fund performance to way exceed the industry average and our expectations. Excellent Results with exceptional people!

Steve was informative and extremely helpful in putting together an investment strategy to grow my savings and prepare me for the future. Being in my late 20s with no finance background I was a bit out of my depth but he made sure to explain things in a way I could understand so I felt confident with the approach. Salt take the time to understand who you are, where you’re coming from and where you might be going to make sure the approach is custom to you. Serena was fantastic at pulling together all the details, helping me with any questions and now I can monitor the progress of my portfolio from an app on my phone. Thank you!

Ive been seeing Matt at Salt financial for the past few years, he has helped me to learn the key aspects in starting up my own business, and helping me to grow and expand. Matt is great at explaining how accounting works with my business so i can have a more complex understanding. Thanks for your help Matt, i can highly recommend your services to others.

Have used Peter, Matt and the other staff at Salt for many years. They have helped my various businesses grow, have provided financial and business advice and helped me with my personal finances too. Really good people to work with and whose advice you can trust will be considered, timely and helpful.

My husband Philip & I recently engaged the services of Salt Financial Group. Having come from a finance background myself I had high expectations of what I wanted in a Financial Planner.We met with Steve Landers on several occasions. We always found him to be extremely knowledgeable as well as up to date within the complex area of superannuation & financial planning. Steve was always professional, patient and articulate, yet he was able to explain everything in a format that was easy to understand. He was also transparent about fees & commissions or lack thereof.Our strategies were then implemented in a timely and efficient manner with the help of Steve's competent assistant Serena.We highly recommend Salt Financial Group for any financial advice.