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
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This website is published by Select Advice Group Pty Ltd. Select Advice Group Pty Ltd trading as Select Advice Financial Planning [CAR 412103] and Newleaf Tailored Financial Solutions Pty Ltd trading as Select Advice Financial Planning Brisbane [CAR 288910] are authorised representatives of Millennium3 Financial Services Pty Ltd (ABN 61 094 529 987, AFSL 244252). The information contained in this website and any of the resources available through it including eBooks, fact sheets, and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances, or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.
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Select Advice Financial Planning
Level 2, 1 Southbank Boulevard, Southbank, VIC, 3006
Level 16, 333 Ann Street, Brisbane, QLD, 4000