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Contrarian Group Financial Planning

5.0(7 reviews)See reviews ↓·Bendigo

About the company

Contrarian Group Financial Planning was established in 2018 by Damian Liddell, who owns and operates the business. Damian Liddell has been a Financial Planner for over 20 years. He holds a Bachelor of Commerce, is a Certified Financial Planner™, and an SMSF Specialist Advisor™.

Damian Liddell is often quoted on financial planning matters in the Australian Financial Review. Contrarian Group Financial Planning is part of the Most Trusted Adviser network, an independent initiative by Beddoes Institute. The firm provides unbiased, independent financial planning advice to clients in Bendigo, Central Victoria and beyond.

What customers say

Based on genuine customer reviews

Contrarian Group Financial Planning draws consistent praise for adviser Damian, who is named in most accounts of the firm's work. Clients portray him as honest and approachable, with several highlighting his willingness to be candid about whether his services were genuinely needed rather than pushing a product. A point made in several accounts is reliability: queries are answered without delay and undertakings are followed through. Long-term clients, among them one who has relied on him since retiring, stress his focus on securing a sound outcome rather than pursuing commissions, together with the effort he invests in staying across new products and strategies.

Goal setting is described as a practical strength, with achievable objectives reaching fruition over time. Communication is clear and steady, both in meetings and in later follow-up, and his manner is repeatedly called polite and knowledgeable. The advice itself is valued for being tailored and straightforward, with clients feeling comfortable raising any question. Trust built over multiple years is a recurring theme, and the work covers financial planning, retirement guidance and general financial advice.

Reviews

Reviews are taken from publicly available sources.

AM
Aidan Matthews31 January 2025

Damien was excellent. Gave me all the advice I needed in regards to my inquiry, helped solve my issues and was polite and had great communication. Thank you for the chat today

PK
Peter King2 March 2023
EH
emma hughes2 September 2021

Very helpful. Thanks Damian..

JB
John Bennett4 December 2020

Damian is fantastic. You always know you are on a winner when that person is honest enough to tell you that you need the service they make a living from. He reviewed my current situation, gave me some general advice about my current situation and was very helpful.

SP
Stephen Protyniak9 September 2019

Damian has been my Financial Adviser since my retirement in 2008. Over the past 11 years I have gotten to know him as a dedicated family man holding values and morals that we all aspire to. He is a person that is not commission focused but always strives to provide the best outcome for his clients. Damian is always seeking to enhance his knowledge in the financial field in regard to new products and strategies. I have found Damian to be very approachable and he always makes time when I ring him seeking advice. I highly recommend Damian to anyone seeking a Financial Advisor.

R&
Russell & Sandra Kelly3 September 2019

Damian at Contrarian Group Financial Planning has been our financial adviser for a number of years. We have always found Damian easily contactable and very approachable. We have set achievable goals which are coming to fruition. It is comforting to have such a pleasant knowledgeable financial adviser who we can ask any questions to.

PS
Peter Snowden2 September 2019

I have trusted these guys with my money for the last 4 years and could not be happier. Damian ALWAYS responds quickly to my queries and ALWAYS does what he sais he will do . Highly recommend them to anyone

Financial advisers & planners in Bendigo 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 Bendigo are compared.

RankProviderRatingReviewsOpen Sat.
1EJM Advice★ 4,977No
2Greybox Wealth★ 5,010No
3Contrarian Group Financial Planning (this page)★ 5,07No
4Oracle Advisory Group★ 4,914No
5Beattie Financial Services Pty Ltd★ 4,99No
Contact
+61354413373www.contrariangroup.com.au51 Creek St S, Bendigo VIC 3550
Working hours
Monday08:00–16:00
Tuesday08:00–16:00
Wednesday08:00–16:00
Thursday08:00–16:00
Friday08:00–16:00
SaturdayClosed
SundayClosed