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Financial Advice Matters Hervey Bay

5.0(19 reviews)See reviews ↓·Hervey Bay

What customers say

Based on genuine customer reviews

Superannuation and retirement guidance shape the feedback gathered about Sam Minuti, whose assistance clients repeatedly credit with bringing clarity to decisions about their later years. Accounts describe advice set out in straightforward language, so that portfolio matters and super arrangements become easier to follow, and the worry that often accompanies planning for retirement gives way to greater confidence. A recurring observation concerns his patience when walking through detail and his willingness to field questions on related matters, with longstanding clients noting that nothing asked of him becomes a burden.

His courteous, knowledgeable and trustworthy manner in appointments emerges time and again, together with an approachable, grounded style that reassures people through substantial transitions. Reviews portray the service as dependable and the discussions as genuinely face to face, with strategies shaped around individual circumstances rather than a single template. Clients attribute improved financial footing after finishing work to his judgement, and describe being guided through the uncertainty of stepping back from employment. Consistent accounts of unhurried listening and considered recommendations define the experience for those who have stayed with him across many years.

Reviews

Reviews are taken from publicly available sources.

SS
Suzi Stewart4 February 2024

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

RR
Robyn Rox4 September 2023

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 🙏.

SS
samuel steele13 March 2023

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

JB
janice breedon28 February 2023

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

JL
Jim Lavender22 November 2022

Sam has been extremely professional and has helped us with our retirement plans in a simple and easy to understand manner. Would highly recommend

KS
Kevin Smith17 November 2022

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

RW
Robyn Whelan1 November 2022

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.

RankProviderRatingReviewsOpen Sat.
1Financial Advice Matters Hervey Bay (this page)★ 5,019No
2Infocus Financial Advice Hervey Bay★ 5,019No
3Simmons Livingstone Fraser Coast★ 5,014No
4UNIQsol★ 5,09No
5Myles Corcoran - Financial Planner Hervey Bay★ 4,819No
Contact
+61737214400www.financialadvicematters.com.au/hervey-bay8/107 Boat Harbour Dr, Pialba QLD 4655
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed