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CF

Country Financial Planning

5.0(4 reviews)See reviews ↓·Wagga Wagga

What customers say

Based on genuine customer reviews

Financial planning clients in Wagga Wagga consistently highlight the responsiveness and clarity they receive from Kiri and Scott at Country Financial Planning. Several customers describe how easy the pair are to communicate with, noting that queries are answered promptly and that both advisers take the time to listen before applying an approach tailored to individual circumstances. A recurring theme is the practical budgeting work: one client explains how Kiri reviewed all expenses and income to produce a straightforward budget that proved more effective than the plan previously followed, while another describes a budget that is simple to understand and not overly restrictive, making it easier to keep up with household bills.

Reviewers frequently point to assistance with significant life events, including buying a house twice, setting up insurances and superannuation, and sorting out debts. The willingness to check in periodically to see how matters are progressing comes up often, as does the sense of relief clients feel about their current and future financial position. Many comment that the guidance has changed what their financial life looks like, with stress reduced and contributions to their children and their own future made possible.

Financial consultant

Reviews

Reviews are taken from publicly available sources.

TB
Tiana Baker1 February 2021

Kiri and Scott have been the greatest help to us - I can not recommend them enough. They have helped us get debts sorted, get through covid and make some great changes for our future. We already had a budget we were following, but Kiri went over all our expenses and our income and we are no so much better off than we would have been following our original budget. Definitely recommend

MG
Melissa Gentile5 November 2020

I have been seeing Kiri since March, she has been unbelievably easy to communicate with, prompt in getting back to me not to mention her ability to put my financial life at ease. She has set me up a brilliant budget that is easy to understand and not too restricted therefore easy to follow & work with, no more searching for money to pay that next power bill. I am now able to contribute to my kids and my future in a stress free way with the constant guidance from Kiri. Being a single Mum & navigating Centrelink is stressful however Kiri has taken that into her own hands & in-fact picked up on things that had been added to my account that I had no Idea about! If it's money that you don't quite know what to do with, Saving for anything, living from day to day, super contributions & or funds, Centrelink advise, savings accounts then Kiri is your Chick. Super friendly and warm to deal with, you wont regret it, she is worth every penny AND I don't live anywhere near Kiri, we do it all online or over the phone and it's EASY!

KK
Karen Klironomakis1 November 2020

Kiri and Scott have been responsive to my needs. They have both listened and heard and then applied an approach that suited my needs!! They have changed what my current and future life looks like!💜

RB
Rhys Bailey13 November 2019

Scott and Kiri are really great with everything they do! My wife and I have used them for many of the big moments in our lives. They've helped us with everything involved in buying a house - twice, setup our insurances, super, etc. The best part is they check in every 6 months or so to see how everything is going. Highly recommend!!

Financial advisers & planners in Wagga Wagga compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Wagga Wagga are compared.

RankProviderRatingReviewsOpen Sat.
1Country Financial Planning (this page)★ 5,04No
2Blue Ribbon Financial Services★ 5,03No
3Navigate Advisors★ 5,020No
4Wagga Wealth★ 5,02No
5Flynn Sprake Financial Planning★ 5,010No
Contact
+61400308769countryfinancialplanning.net.au197 Baylis St, Wagga Wagga NSW 2650
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed