Money and Wealth Management
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I took a huge financial mess to Andrew Lane @ Money and Wealth Management, and I highly recommend him. His knowledge is invaluable, he always ,always has time for questions, nothing is a bother. Andrew is friendly, extremely easy to talk to, patient and so good at his job. His attitude to everything is commendable and professional, I can't thank him enough for the work he put in and the outcome he achieved for me.
Andrew brings years of experience in the financial planning industry. He is very generous in his time and very willing to share his knowledge. As a client of Andrew's, you will be cared for and supported on your financial journey. I have always found Andrew a person who communicates well and takes the time to listen to your concerns. Talking about money is difficult for many people. However you will find yourself relaxed and comfortable when talking with Andrew. He will guide through the maze of financial decisions and be there to support you every step of your journey. Andrew Lane is one of the great financial advisers!
If you are looking for a extremely knowledgeable Financial Planner, you need to speak to Andrew. If you need Financial Planning Advice, you need to speak to Andrew. If you want to deal with a friendly Professional, you need to speak to Andrew. I highly recommend him!! Give him a call.
Financial advisers & planners in Bundaberg 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 Bundaberg are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Jess Curtis - Financial Adviser | ★ 5,0 | 28 | No |
| 2 | Financial Advice Matters Bundaberg | ★ 5,0 | 4 | No |
| 3 | Money and Wealth Management (this page) | ★ 5,0 | 3 | No |
| 4 | Ulton Bundaberg | ★ 4,6 | 10 | No |
| 5 | Northwest Financial Group | ★ 4,6 | 14 | No |
