Anchor Wealth
About the company
Anchor Wealth is a financial advisory and planning practice founded in 2017 by Director Milad Rezaei. Rezaei began his career as a financial adviser in 2014 and holds a Bachelor of Applied Finance from the University of South Australia. Anchor Wealth provides financial planning and advisory services.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
As a first-time investor, I couldn’t have asked for a better experience. Everything was explained clearly and made to feel simple and easy to understand. Great communication throughout - I always felt supported and never left with unanswered questions.
Anchor Wealth have been amazing. Helped me get my Super finally doing really well giving me access to a structure and strategies that has allowed me to keep thousands of dollars more in entitled funds annually rather than seeing it go to the ATO like my old fund. The difference is night and day. Wish I came across them sooner. Very happy
Milad has been super helpful in helping me set up my super fund the way I wanted it with some life insurances put into place aswell highly recommend
It was a great experience working with Anchor Wealth. They take customer data security very seriously and have implemented strong measures to ensure all information remains protected. I highly recommend Anchor Wealth for their professionalism and commitment to data safety.
I have found Milad at Anchor Wealth great to work with on my transition with setting up Superannuation funds. The process has beem seemless and the communication 2nd to none. I highly recommend using Milad at Anchor Wealth
Very knowledgeable and easy to deal with makes the whole super mess understandable and less daunting. Milad is easy to talk to and very professional. Very happy with his service.
The guided transparent and structured process Milad took us through made this a very easy and simple decision. When we asked questions, answers were provided in a very timely manner with substantive evidence/rational. With hindsight - would make the same decision to go with Anchor Wealth again!
Financial advisers & planners in Adelaide 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 Adelaide are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Anchor Wealth (this page) | ★ 5,0 | 52 | No |
| 2 | Pride Advice | ★ 5,0 | 11 | No |
| 3 | Prominent Financial Services | ★ 5,0 | 70 | No |
| 4 | Goh Financial Advisers | ★ 5,0 | 63 | No |
| 5 | Wealth Evolution Financial Planning | ★ 5,0 | 4 | No |
