Lakeside Consultants

Friendly, enthusiastic staff who passionately provide priceless advice ranging from tax to insurance and estate planning.

Stay away. Not worth it.

I have been dealing with Matt at Lakeside Financial and they have been extremely unprofressional and are severely lacking in any form of communucations. I agreed to everything back in Dec 2022 and thought they processed my numerous insurances. But they somehow forgot to lodge my IP insurnace and it wasn't until March 2023 they got back to me asking for more questions - no apologies. Finally my IP was processed this month in May 2023, but they charged me almost $1,000 more than I was quoted. This was 50% increase! Multiple emails to Matt and Frances have been ignored since then. I guess they've got their commission and don't care anymore. STAY AWAY FROM THIS COMPANY.

These people are totally inept and so desperate for clients they repeatedly harass you by phone begging for business despite repeated requests for them to cease and desist!

Glen sent this email to me:I just wanted to let you know how impressed I was with the level of service moving my loan from ANZ to Macquarie Bank with Brad.The process was extremely fast and I was constantly kept in the loop about where things were up to and what the next steps were.I would also like to acknowledge the professionalism and constant follow up of the other members of your team who were also outstanding in Jai Florent (Trainee Mortgage Adviser) and Leah Gillham (Personal Assistant/Loan Support Officer) – can you please pass on my feedback to them"."

These guy's are hands down the most professional, knowledgeable and helpful outfit I have ever had the pleasure to deal with on all things financial.Mark McCudden was next level with his ability to deliver the best outcome imaginable. It's a given that Lakeside Financial will have all my business going forward. A truly exceptional experience!

Have found Lakeside very accommodating and advice that has saved me thousands. Great Service and friendly staff. Thanks Ross and the team.