Frontier Financial Group
About the company
Frontier Financial Group is a financial advisory and planning firm based in Melbourne, providing financial advice since 1988. The firm has over 35 years of experience and a team of more than 20 financial professionals. It manages over $430 million in funds under management and is trusted by over 800 clients across Melbourne.
Frontier Financial Group has received Platinum Awards in 2018, 2019, 2020, 2021, and 2022, and was named Paraplanners Of The Year in 2018. The firm serves school principals and education leaders. Its financial planning services include wealth management, superannuation advice, SMSF management, and retirement planning. A free initial consultation is offered.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
FFG has consistently provided professional and personalised financial services to help build the retirement fund. Staff members are talented, friendly and respectful. I'm confident that my enquiries will be speedily dealt with by the right staff. Over many years their financial guidance has exceeded my expectations.
We are so grateful to Mark Gunn for his assistance and guidance transitioning us to retirement. Our financial program has always been tailored to our particular personal financial needs. Mark is always professional, caring, knowledgeable and patient. Thank you so much Mark. How lucky we are to have your guidance.
Daniel took over our account from Richard a few years back now when Richard ‘retired’ and he is a breath of fresh air. Very knowledgeable, diligent and an absolute pleasure to deal with … we have recommended him to friends and will continue to due so! Our portfolio continues to do well and continues to grow. Thank you
When we first came to frontier, we had a mortgage and no plan going forward. We were working and approaching our 60s. Since that first meeting, we do not have a mortgage and we are fast approaching our financial goals to retirement, in fact my wife is rapidly reaching her goal. My suggestion is, reach out and make a free appointment and let Frontier Financial help you to financial freedom.
We recently had our review with Daniel, he is extremely professional and totally swished on to our retirement needs. he is every bit as good as his father Richard was and are extremely happy to keep our services with Frontier Financial Services.
We have been with David for a number of years and from the get-go he has been informative, friendly and made us feel at ease with the decisions to be made regarding our financial situation. Prior to Frontier we had a bad experience with another financial advisor who would say "this is the way to do it". Didn't matter that we didn't understand what was happening. David takes the time to explain things, even though it might take a couple of times. His patience is unwavering. We are very happy with David and Shashi and feel totally comfortable with all the decisions that are being made in regards to our future. A huge thank you to the team.
Our dealings with Daniel McLean from 1st meeting about our financial future to finally securing our home, we’re nothing short of amazing !! Daniel was always there for us with his support & clarity in every step ! Highly, highly recommended !!!!
Financial advisers & planners in Melbourne 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 Melbourne are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Frontier Financial Group (this page) | ★ 5,0 | 20 | No |
| 2 | Hewison Private Wealth | ★ 5,0 | 128 | No |
| 3 | Wealth Investors | ★ 5,0 | 37 | No |
| 4 | TruWealth Advice | ★ 5,0 | 22 | No |
| 5 | Stephan Independent Advisory | ★ 5,0 | 2 | No |