Garden Wealth Group
About the company
Garden Wealth Group is a financial planning business based in East Geelong. It was launched in early 2021. Andrea Collins and Simon McDonald are founding directors. Andrea Collins has been a financial planner since 2005. Simon McDonald has been advising clients since 2001 and holds the Certified Financial Planner (CFP) designation.
Angela Pidd became a Financial Adviser in 2018. Jared Persic graduated from Deakin University with a Bachelor of Commerce, majoring in Finance, Management & Financial Planning. Garden Wealth Group provides financial planning advice to businesses and individuals. It is a trading name of The Trustee for Ensure U Insure Unit Trust. Garden Wealth Group is an authorised representative and credit representative of Charter Financial Planning Ltd.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
What a useless financial advisor, after the death of my father in law she refused to talk or make an appointment. Seems like she doesn’t want to part with an investment. Office staff are completely useless losing proof of identity and power of attorney documents. If you have another option I suggest you use it
Andrea has advised us for many years. We have been happy with the advice, the flexibility of tailoring to our needs, integrity and the personal connection. The fund has performed to expectation.
I’ve been with The Garden Wealth Group for many years and would highly recommend Andrea and her team without hesitation !!
I’ve been with Garden Wealth for many years and really value their sound financial and investment advice. They are trustworthy, thoughtful and always have our interests at heart. I highly recommend them.
Andrea Collins from Garden Wealth has been exceptional in her care of us as our Financial Advisor. Andrea is thorough in all aspects with her outstanding knowledge with explanations and professional suggestions. We cannot speak more highly of Andrea and are pleased to be her clients at Garden Wealth, East Geelong, Victoria. Heather & David Cook.
Ange has looked after my finances for a few years now. Her attention to detail and prompt responses to questions is second to none. You would be hard pressed to find a better financial advisor and team than at Garden Wealth.
I would have no hesitation in recommending Andrea Collins and Melissa Korostin from Garden Wealth. They looked after our complex superannuation transfer during a tumultuous financial time with great care and professionalism. They set out a plan and communicated with us at every step. We are very happy to be part of the Garden Wealth family.
Financial advisers & planners in Geelong 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 Geelong are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Burke Britton Financial Partners | ★ 5,0 | 146 | No |
| 2 | Index Wealth - Geelong | ★ 5,0 | 71 | No |
| 3 | Community Chapman Welsh | ★ 5,0 | 47 | No |
| 4 | Muirfield Financial Services Geelong | ★ 5,0 | 41 | No |
| 5 | Super Focus | ★ 5,0 | 17 | No |
| 11 | Garden Wealth Group (this page) | ★ 4,7 | 12 | No |