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Financial Advice Matters Group Gold Coast

Financial Advice Matters Group Gold Coast

5.0(40 reviews)See reviews ↓·Gold Coast

What customers say

Based on genuine customer reviews

Robina clients of this financial planning practice frequently describe guidance that is shaped around individual priorities and values rather than a standard template, and several note that strategies are revisited as circumstances change. Anthony Mirandilla is named often for professionalism, empathy and genuine engagement, while Luke Baker is mentioned for his knowledge and steady reassurance as retirement approaches. A recurring theme is the length of the relationships: numerous clients have remained with the firm for more than a decade, some for over twenty years, and they describe the counsel received through that time as trusted, consistent and sound.

Questions are answered promptly, whether in person, by telephone or online, which clients say leaves them feeling confident about decisions. The wider office team is repeatedly called friendly and courteous. Reviewers also point to practical outcomes, including making the most of combined incomes, providing for family and preparing for the future, with more than one crediting the firm with reaching goals they had not previously thought achievable.

Reviews

Reviews are taken from publicly available sources.

IW
Ian Wybrew10 November 2022

After Luke looking after our financial affairs, what seems forever, both my wife and myself have found him extremely professional, courteous, and most importantly extremely knowledgeable in his chosen career. Without hesitation I would highly recommend his services. Over our tenure with Luke, we have at times thrown him some interesting situations. He has come through with flying Colours. 10/10. Thanks Luke from Ian & Lorraine.

PW
P W31 October 2022

My wife and I have been part of Financial Advice Matters for nearly 25 years. At that earlier stage of our lives we wanted to make the most of our combined incomes; to provide for our family and to prepare for the future. A friend recommended us and we are grateful for that advice. All through the ups and downs of the Australian and world economy and our family life, FAM has been proving solid, consistent, trusted and importantly reassuring advice. When it was time to leave the paid workforce our FAM advisors took us in to the retirement stage. Their were other options in our industry based super funds but we had built the relationships and formed the trusting bonds so there was never any doubt that we would continue with FAM. Our children also became clients and heeded the advice provided much to our (their parents) relief! Also part of our journey has included referrals to sound estate planning. I am sure that this been a relief to our children! There is a lot of depth in the team at FAM. The company is obviously well led. The knowledge and professionalism of the financial advisors has been very consistent. Their support staff are friendly and reliable. The tax and accounting professionals have been invaluable with tax and small business advice and compliance. We acknowledge that we could not have done any of the above without FAM. Peter

JS
Jeff Stephan28 October 2022

I have been with FAM for many years and have found the staff at the Robina office very friendly. The advice given by Luke Baker as I move into retirement has been extremely helpful and reassuring. I would not hesitate to recommend their services.

JB
Julie Bakes27 October 2022

Luke Baker FAM Robina provided a very professional and holistic financial strategy to ensure our finances are moving in the right direction and adapt as our life and circumstances change.Feeling very confident and excited about our financial future and all that will provide. Thank You FAM Team for the peace of mind. Recommend highly.

TM
Tony Martini26 October 2022

Anthony and the team at FAM have been part of our family for more than 20 years now. We have always had a relationship built on trust and have always received respect, professionalism and sound advice. We can honestly recommend the FAM team if you are looking for advice. Tony & Deb

PG
Patrick Gonsalves24 October 2022

Luke Baker has been my financial advisor for a number of years now and has expertly guided me through a series of changes in my circumstances over the years. The most recent such change is my retirement. Luke has prepared a very comprehensive retirement plan for me, which has been tailored to my personal circumstances and specific requirements. I am very happy with his recommendations and am looking forward to it's implementation. Luke is very friendly and approachable, and is always happy to discuss any issues I may raise from time to time. Thank you Luke.

PA
Petar Antic23 October 2022

I have been with Financial Advice Matters for over 15 years now. Have dealt with Anthony M for the majority of this time and his professionalism and approach is second to none. Always willing to explain the context in detail as he is well versed and extremely knowledgeable in his field of expertise. I would strongly recommend Anthony and FAM to anyone who is looking at investing and setting up a long-term financial Plan. Could not be happier with the service I have received thus far.

Financial advisers & planners in Gold Coast 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 Gold Coast are compared.

RankProviderRatingReviewsOpen Sat.
1Toro Wealth Financial Advice★ 5,0329No
2True Wealth★ 5,0245No
3Coast Financial Planning★ 5,076No
4Medina Johnson★ 5,064No
5My Wealth Solutions - Financial Advisors & Planners★ 5,050No
6Financial Advice Matters Group Gold Coast (this page)★ 5,040No
Contact
+61755017909www.financialadvicematters.com.auNorthern Annexe, Level 1/Suite 103/203 Robina Town Centre Dr, Robina QLD 4226
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed