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CFV Advisory (formerly CFV Services)

CFV Advisory (formerly CFV Services)

5.0(56 reviews)See reviews ↓·Sydney

About the company

CFV Advisory, formerly known as CFV Services, is a financial advisory firm based in Sydney. The firm offers financial planning for individuals, families and small business owners. It assists clients with investments, superannuation, retirement and insurance. Services provided include financial planning, investment management and coaching. Victor Idoko is a named advisor at CFV Advisory. The firm offers personalised financial advice for individuals, entrepreneurs and businesses throughout Sydney, NSW and all over Australia.

What customers say

Based on genuine customer reviews

CFV Advisory (formerly CFV Services) draws consistent praise from clients for the calibre of advice delivered by Victor Idoko, whose knowledge and professionalism run through nearly every account. Reviewers describe a process in which goals and personal circumstances are explored in depth before any strategy is put forward, with recommendations explained in plain terms so that the reasoning behind each step is easy to follow. Retirement planning, investment approaches, insurance alignment, income protection and superannuation appear among the areas clients discuss, alongside assistance organising day-to-day finances and setting up longer-term plans.

A theme that emerges frequently is how closely the strategies reflect individual attitudes to risk rather than following a template. Clients also value the responsiveness shown, including replies to messages and calls at unusual hours, and the impression of sustained commitment to their progress across years. Households and business operators alike report greater confidence and a stronger sense of control following each meeting, with several mentioning detailed written plans that accompany the conversations. Some relationships span decades, and the broader team is credited with steady guidance and support throughout the process.

Financial consultantIncome protection insurance agencyInvestment serviceLife insurance agencyProperty investment companySuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

JW
Jade Williams8 August 2026

I am so grateful for Victor and his team at CFV Advisory for all of their advice, guidance and hard work over the last few months to help organise my finances. I have learnt so much from them in such a short time and have been given the steps to set up myself for future financial freedom. I would definitely recommend CFV Advisory to anyone wanting to take control of their financial situation, thank you so much to Victor and the amazing team!

JG
Joe Grech6 March 2026

Been dealing with Victor, for over twenty years, when he was still with CBA, well before he joined CFV. Victor goes above and beyond to help, and whenever I texted him or called him, whether it was after hours, the weekend or even overseas on holidays, he always replied and assisted me without any hesitation or delay. Won’t trust anyone else for advice in regards to my money.

GL
Gregory Lopiani8 December 2025

Victor and his team helped me set up my accounts in a very efficient way, so that all money movements between different accounts and investments are now fully automated. The goal of this setup is not to have to spend time thinking about it, while my money works in the background, and that’s exactly what we achieved. This has made managing my finances much easier and more organized. Together with Victor, we also developed a long-term investment plan focused on building wealth over time. The real results will come in a few years, of course, but I am confident that this is the right path. I truly appreciate Victor’s professionalism, clarity, and long-term vision. Victor and his team are always available, responsive, and Victor explains financial topics in a very clear and simple way, making everything easy to understand. Highly recommended!

CB
Caroline Brady19 November 2025

I recently signed up with CFV Advisory to help my financial planning, and they’ve been incredibly helpful. They’ve eased me into understanding how to make smarter financial decisions, but have better yet taken a heap of the stress and work off my hands. Victor has been fantastic to work with, and I couldn’t recommend reaching out to him more!

M
Mel5 August 2025

If you're currently feeling stuck with your finances or, like me, trying to understand the best moves to make within Australian laws—go see Victor! I had a very good experience speaking with him. He genuinely cared about my situation and took the time to listen carefully before offering thoughtful, clear, and insightful advice. His guidance gave me real clarity on my priorities. I truly appreciated his honesty, care, and professionalism, and I’ll definitely be reaching out again when the time is right. Highly recommend!

IJ
Ivana Josic30 June 2025

Victor has been a fantastic support to both myself and my business. He’s approachable, professional, and always provides clear, honest advice. It’s reassuring to have someone so knowledgeable and genuinely invested in helping you plan for the future. Highly recommend Victor to anyone looking for a reliable and down-to-earth financial planner.

BL
Bobby Lam30 June 2025

Can't recommend Victor and his team highly enough! They were incredibly professional and caring from the get go & boiled down the daunting world of financial advice into simple, well-structured steps to take. Victor is a wise and trusted partner to your financial success!

Financial advisers & planners in Sydney compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.

RankProviderRatingReviewsOpen Sat.
1CFV Advisory (formerly CFV Services) (this page)★ 5,056No
2Au Financial Pty Ltd★ 5,06No
3Leading Advice | Trusted Financial Advisor Sydney★ 5,020No
4Blue Lantern Financial Services★ 5,022No
5Ethinvest★ 5,01No
Contact
+61280805517cfvservices.com.auLevel 45/680 George St, Sydney NSW 2000
Working hours
Monday08:00–18:00
Tuesday08:00–18:00
Wednesday08:00–18:00
Thursday08:00–18:00
Friday08:00–18:00
SaturdayClosed
SundayClosed