New Wave Financial Planning

We have been clients of Anthony for many years and would never contemplate changing. Anthony is very approachable, personable, professional and knowledgeable, and speaks to us on our level. We love attending our meetings with him as they are always so much fun, there's no ho-hum 'stuffiness'! We would highly recommend Anthony's services and have done so to family and friends.

This review is for Anthony Cerantonio, who has been my financial advisor and portfolio manager for over 10+ years. On this financial journey with Anthony, I've seen the younger version of himself develop into the kind, knowledgeable, reliable, and well spoken professional he is today. For these reasons, I'm very thankful that I chose to follow him as his career has grown over the years. With the time and trust that's been built, he's also become a true friend to me and my family. I can imagine it's daunting to decide upon someone to provide financial guidance in this modern world. All I can leave you with is that Anthony's advice has been solid, and his outlook on life goes beyond just the numbers you're seeking.

I had a great experience with the New Wave Financial Planning team - my partner and I both have have complex business structures and Anthony managed this with a breeze. The process was seamless, I never had to follow up or wonder on the progress.

My experience was nothing short of exceptional, professional and extremely informative. In a particularly difficult situation for myself, Wayne was patient and understanding, explaining everything simply and with kindness so that I knew what I was getting out of our conversation and to ease any of my concerns. I would highly recommend to anyone needing financial advice on any aspects. Thank you!

Wayne and Courteney have been absolutely wonderful assisting us with our financial plans and with Centrelink. This has allowed us to relax in our retirement knowing our finances are well managed. They keep us up to date, together with annual reviews to meet our changing needs. Highly recommended.

Having suffered a tragic loss within our family, Insurance is something you don’t need any problems with. Katie was there for us in our time of need and I can’t thank her enough. E mails, phone calls, returned promptly. Forms I needed but did not know about Katie took care off. If it was not for Katie’s reliability, knowledge and care for us, things could have taken a different path. I strongly recommend this company to anyone needing their services. Thankyou again Katie, talk soon.

Anthony at New Wave Financial Planning provided an exceptional experience. He was friendly, helpful, and took the time to explain every detail of our retirement strategy, ensuring we felt confident in our future. Anthony is a true professional—reliable and always available when needed. It was a pleasure working with both him and Rosie, and I highly recommend his services for personal financial planning.