What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I have spoken to Sam from Financial Advice Matters at the Bundaberg office. He has a wealth of knowledge in retirement planning. He gives you sound advice and explains everything to you. He doesn’t rush you and he is down to earth. He is a real gentleman and very kind. I would recommend his services to family and friends. It was a pleasure to speak with him. Suzi
Sam at Financial Advice Matters, Hervey Bay branch, is exceptionally easy to talk to, he explains everything so you understand. He is a wealth of knowledge and as my advisor for quite some time I personally highly recommend his professional skills and invaluable knowledge. Sam is the best there is. Please seek Sam's professional assistance and you will be forever grateful he is your Financial Advisor. He is also a very nice gentleman with a very caring nature. Nature. Thank you Sam for Everything in the past and in the future 🙏.
I have found Sam to be most knowledgeble, courteous and patient when explaining the intricacies of my portfolio and a willingness to advise on other interrelated matters. HIGHLY RECOMMEND
We have been looked after by Sam for over 17 Yrs now & he has taken the worry & stress out of retirement & always guide's us in the right directions, we trust his advice & friendship. Thanks Sam
Sam has been extremely professional and has helped us with our retirement plans in a simple and easy to understand manner. Would highly recommend
Sam has taken the stress and worry away from my super planning. He makes things easy to understand and provides a professional service. Very trustworthy and I would highly recommend to anyone looking for retirement planning advice
We have recently come on board with Sam recommended by our bank manager. We wanted a face to face advisor who would look after us in transitioning into our twilight years. We find Sam approachable and down to earth who listens to what we want to who gives sound advice. Would recommend Sam to my friends to help with their retirement.
Financial advisers & planners in Hervey Bay 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 Hervey Bay are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Financial Advice Matters Hervey Bay (this page) | ★ 5,0 | 19 | No |
| 2 | Infocus Financial Advice Hervey Bay | ★ 5,0 | 19 | No |
| 3 | Simmons Livingstone Fraser Coast | ★ 5,0 | 14 | No |
| 4 | UNIQsol | ★ 5,0 | 9 | No |
| 5 | Myles Corcoran - Financial Planner Hervey Bay | ★ 4,8 | 19 | No |