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LA-Financial

LA-Financial

5.0(41 reviews)See reviews ↓·Bunbury

About the company

LA-Financial is a financial planning business based in Bunbury, Western Australia. The firm is new and boutique, and its team has over 10 years' experience in financial planning. Brenton Chester is named as an adviser. LA-Financial's office is located in Bunbury's original Commonwealth Bank building, built in 1929. Services offered include superannuation, personal insurance, investment advice, budget and debt management, and retirement planning.

What customers say

Based on genuine customer reviews

Retirement planning and superannuation guidance are the themes that surface most often in feedback on this Bunbury practice, with Brenton Chester named repeatedly as the adviser behind the results. Clients describe thorough assessments of their financial position, followed by comprehensive plans that reduced tax and positioned them for retirement, in several cases earlier than anticipated. A number of reviews mention his ability to translate complex financial matters into everyday language, which they credit with making decisions about self-funded retirement and superannuation far less stressful.

Timeliness and communication come up often: paperwork for statements of advice arrives promptly, emails and phone calls are answered quickly, and meetings are arranged at short notice, including visits to clients who have since moved interstate. Long-standing relationships are common, with some clients following the same adviser across states and continuing to receive advice remotely. Praise also covers the practical side of planning, such as tailored strategies, regular reviews against agreed goals and investment recommendations built around the client's own circumstances. Several people note that they switched advisers to join the practice and have stayed, citing professionalism, attentive listening and a proactive approach throughout the process as the reasons they remain.

Reviews

Reviews are taken from publicly available sources.

SF
Suellen Fontana29 January 2025

We could not be more happy with our service from Brenton at LA-Financial. Our Superannuation was a headache that we did not know how to handle. A visit to Brenton put us at ease and his wealth of knowledge was invaluable. He responds quickly to any queries and did not put one foot wrong the entire process. We would highly recommend Brenton to any future customers.

ES
Ermal Sinani3 July 2024

Great experience at LA-Financial. Brenton is very knowledgable. He was able to explain financial terminology to me in a way that I could understand. Looking forward to working with him again in the future.

EB
El Barto13 March 2024

My wife was sick of me complaining about work and talking about retirement, so she said to find a financial advisor and actually do something about it. I contacted Brenton based on the reviews here and I have to say, the positive reviews are on point. Brenton was thorough in his assessment of where we are at financially and provided expert advice on how to maximise our superannuation for a comfortable retirement. Due to Brenton’s advised strategies, I had the pleasant surprise of being able to retire earlier than expected and in a better financial position than I thought possible.

CG
Cale Ginbey15 August 2023

Since I first approached LA Financial we've been nothing but happy with their service. Brenton is extremely personable, proactive and makes you feel comfortable in every meeting – going out of his way to come to see us is amazing. We have been very satisfied with the work he puts in to understand our situation and long term needs in developing tailored/practical plans to suit. I'd more than to recommend Brenton and LA Financial to anyone - We feel confident that we are being supported with our finances to the highest possible standard.

LL
Lizwah Lassonde13 April 2023

My finance and I recently signed on for a year of services with Brenton Chester from LA Financial. He has provided us with so much knowledge and advice. In progressing through our Statement of Advice, Brenton has provided all the paperwork and support in a timely manner. He replies to emails quickly and is available for meetings at short notice. We feel very confident in recommending Brenton Chester as a wonderful financial advisor and are very happy we engaged in his services and have set ourselves up for the future! Thanks Brenton.

KF
Kylie Foster21 February 2023

Brenton has been a wealth of knowledge and has helped us put a plan in place to achieve our retirement goals. He is extremely helpful and is prompt with all communication, very easy to talk to and doesn't complicate things with industry jargon. Thanks for all your help Brenton!

JM
John Mayo10 November 2022

We are very impressed with Brenton's advice and especially like the way he explains things to us in every day language. Brenton has taken the hard work and stress out of our decision to become self funded retirees before retirement age!!. He has managed to save us a heap of money through his sound advice and knowledge. We would highly recommend his services to anyone who wants to make the most out of their hard earned money. We have already given his contact details to friends and family. :)

Financial advisers & planners in Bunbury 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 Bunbury are compared.

RankProviderRatingReviewsOpen Sat.
1LA-Financial (this page)★ 5,041No
2Koombana Financial★ 5,020Yes
3Pixel Wealth Management★ 5,015No
4Essential Financial Advice★ 4,930No
5Dixon Financial Group★ 4,52No
Contact
+61897951101www.la-financial.com.au2/149A Victoria St, Bunbury WA 6230
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed