Financial Advice Matters Group Gold Coast
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
After Luke looking after our financial affairs, what seems forever, both my wife and myself have found him extremely professional, courteous, and most importantly extremely knowledgeable in his chosen career. Without hesitation I would highly recommend his services. Over our tenure with Luke, we have at times thrown him some interesting situations. He has come through with flying Colours. 10/10. Thanks Luke from Ian & Lorraine.
My wife and I have been part of Financial Advice Matters for nearly 25 years. At that earlier stage of our lives we wanted to make the most of our combined incomes; to provide for our family and to prepare for the future. A friend recommended us and we are grateful for that advice. All through the ups and downs of the Australian and world economy and our family life, FAM has been proving solid, consistent, trusted and importantly reassuring advice. When it was time to leave the paid workforce our FAM advisors took us in to the retirement stage. Their were other options in our industry based super funds but we had built the relationships and formed the trusting bonds so there was never any doubt that we would continue with FAM. Our children also became clients and heeded the advice provided much to our (their parents) relief! Also part of our journey has included referrals to sound estate planning. I am sure that this been a relief to our children! There is a lot of depth in the team at FAM. The company is obviously well led. The knowledge and professionalism of the financial advisors has been very consistent. Their support staff are friendly and reliable. The tax and accounting professionals have been invaluable with tax and small business advice and compliance. We acknowledge that we could not have done any of the above without FAM. Peter
I have been with FAM for many years and have found the staff at the Robina office very friendly. The advice given by Luke Baker as I move into retirement has been extremely helpful and reassuring. I would not hesitate to recommend their services.
Luke Baker FAM Robina provided a very professional and holistic financial strategy to ensure our finances are moving in the right direction and adapt as our life and circumstances change.Feeling very confident and excited about our financial future and all that will provide. Thank You FAM Team for the peace of mind. Recommend highly.
Anthony and the team at FAM have been part of our family for more than 20 years now. We have always had a relationship built on trust and have always received respect, professionalism and sound advice. We can honestly recommend the FAM team if you are looking for advice. Tony & Deb
Luke Baker has been my financial advisor for a number of years now and has expertly guided me through a series of changes in my circumstances over the years. The most recent such change is my retirement. Luke has prepared a very comprehensive retirement plan for me, which has been tailored to my personal circumstances and specific requirements. I am very happy with his recommendations and am looking forward to it's implementation. Luke is very friendly and approachable, and is always happy to discuss any issues I may raise from time to time. Thank you Luke.
I have been with Financial Advice Matters for over 15 years now. Have dealt with Anthony M for the majority of this time and his professionalism and approach is second to none. Always willing to explain the context in detail as he is well versed and extremely knowledgeable in his field of expertise. I would strongly recommend Anthony and FAM to anyone who is looking at investing and setting up a long-term financial Plan. Could not be happier with the service I have received thus far.
Financial advisers & planners in Gold Coast 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 Gold Coast are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Toro Wealth Financial Advice | ★ 5,0 | 329 | No |
| 2 | True Wealth | ★ 5,0 | 245 | No |
| 3 | Coast Financial Planning | ★ 5,0 | 76 | No |
| 4 | Medina Johnson | ★ 5,0 | 64 | No |
| 5 | My Wealth Solutions - Financial Advisors & Planners | ★ 5,0 | 50 | No |
| 6 | Financial Advice Matters Group Gold Coast (this page) | ★ 5,0 | 40 | No |
