See what our clients said
What I loved about Tony and Eric is that they spent time getting to know me and to understand not only what I think I want, but what I really need. They accurately assessed my risk appetite for my investment portfolio and provided counsel where I needed it. They didn’t just say yes to my less informed flights of logic – they provided the experience and professionalism that engenders trust in their judgement.
- Megan Lane – Owner, Lane Communications
I came away from this consultation with the utmost confidence in my choice of advisors and in my financial future, particularly my ability to provide for my son. Every interaction I have had with the Select Advice Group has been characterised by warmth, respect, outstanding service and professionalism
- Claire James – Owner, Sensorium Wellness
Tony and Eric have taken the time to get to know us and our values as a family. This is then reflected in the financial structures that they have helped us put in place, and the ongoing advice they provide. I never feel that our discussions are only about money – they range through our beliefs, our short and long term objectives, and the issues that cause us stress. The advice we receive reflects that context. They have helped to educate us about the range of investments and structures available, insurance policies that suit our needs, and have recommended changes that are best suited to our situation as it evolves over time.
They are always willing to answer any questions we have either on the phone or by appointment. In summing up we have always found them to be friendly, professional, courteous and available to help when required. We would highly recommend them to anyone.
- Tony Black (Console Operator) and Sue Black (Chef Manageress)
The Select Advice Group have made our retirement plans simple, they do all of the work and we get all of the benefits. My wife and I have been happy to introduce a couple of our good friends to the Select Advise Group (you don’t do that unless you are sure and trust the company), my wife and I feel that our financial future is in good hands.
- Peter (Retired) & Betty (Registered Nurse)
Select Advice Groups caring and holistic approach during our initial discussions with Tony and Eric made us feel at ease and gave us the confidence that all aspects of our financial needs would be addressed by a team of honest and skilled professionals of the highest integrity.
- Mario – Business Owner
For Australian residents only
The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.
Select Advice Group Pty Ltd ABN 59135021706 t/a Select Advice Financial Planning and Newleaf Tailored Financial Solutions Pty Ltd ABN 79065339639 t/a Select Advice Financial Planning Brisbane are Authorised Representatives of Millennium3 Financial Services Pty Ltd, AFSL 244252 an Australian Financial Services Licensee.
© Millennium3 Financial Services Pty Ltd 2022 All right reserved.
Powered by DASH
FSG | Privacy | Disclaimer | Site map
Select Advice Financial Planning
Suite 2, 546 Malvern Road, Toorak, VIC, 3142
Level 16, 333 Ann Street, Brisbane, QLD, 4000