Goh Financial Advisers
About the company
Goh Financial Advisers was founded in 2011 and operates as Goh Financial Advisers Pty Ltd ATF Goh Financial Advisers Trust. Lee Fen Goh is a named principal and authorised representative of the company. Its service principle is based on the motto 'Our Business is Your Financial Future'.
The company provides financial planning and advice services. Goh Financial Advisers won the MLC Best New Business Award in 2013 for SA/NT and was nominated for the Quality Advice (under $500k revenue) Business Growth Award in 2016. It has supported organisations including LifeFM, Align, World Vision 40 Hour Famine, and Neighbourhood Watch SA.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Lee fen and all the staff at GFA have been exceptional in every area of service that they offer , I have been a client for over a decade and GFA have always explained everything clearly and made sense of things that can get lost in technical financial jargon. I always feel comfortable with they planning assistance they have provided.
I retired last year from the SA public service and was looking for a reputable financial adviser whom I have happily found in Lee Fen and her amazing team. She has helped my husband and I work through a portfolio of investment which provides us with a steady income stream and future proof to weather financial crises. We are now feeling secure that our funds are continuing to generate income while we enjoy a busy and fulfilling retirement. Lee Fen’s extensive wealth of knowledge, down to earth nature, kindness and genuine interest in managing our affairs is a rare combination. It is good for us that sound financial advice is only a phone call or email away. Thank you once again.
My husband and I have been extremely pleased with the advice provided by Lee Fen and her team. They conducted thorough research into our financial position, delivered detailed analysis, and presented their findings in a clear and easy-to-understand manner. Lee Fen’s advice and recommendations have positioned us well for a comfortable retirement, while achieving significant tax efficiencies and strengthening our superannuation. We highly recommend Goh Financial to anyone seeking to retire early and with confidence.
Just had a sit down review with Lee Fen on my portfolio and the information she provided was substantial and very relevant to my current situation and for the future. The way the information was presented to me was very professional whilst at the same time being down to earth and easy to understand. I feel very comfortable and relaxed with her and her team's knowledge around my financial matters.
My experience with GOH has been informative and very helpful as I was way out of my comfort zone! I am grateful for GOHs expertise, efficiency and ongoing effort to ensure I have understood each stage of my GOH financial plan. I do acknowledge that I overlooked financial planning and advise - I do wish that I had taken the time and effort much earlier in my employment journey to learn and seek out GOH for financial planning and strategies for both me and my family’s future - however I have also learnt that it’s never too late to start… Thank you so much for the opportunity and support GOH.
Lee Fen has helped me to take a more active approach in managing my finances. She is very knowledgeable and explains things clearly. Lee Fen and her team are friendly, professional and quick to answer my questions. I am very happy with the advice and services I have received from Goh Financial Advisers.
Having worked with Lee Fen for over 7 years supporting her practice, I've seen first hand what an amazing adviser she is and the utmost care she puts into building a plan for her clients to achieve their financial objectives. Her thoughtfulness towards her clients and her warm nature reflect the fact that she really cares about her clients lives and helping them make sound decisions to achieve their goals. If you are looking for someone with decades of experience navigating the complex world of tax, investment, and retirement planning who will make your goals their own, I would definitely recommend speaking to Lee Fen.
Financial advisers & planners in Adelaide 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 Adelaide are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Goh Financial Advisers (this page) | ★ 5,0 | 63 | No |
| 2 | SA Wealth Group | ★ 5,0 | 54 | No |
| 3 | David Dall - Financial Adviser Adelaide - Shaw and Partners | ★ 5,0 | 28 | No |
| 4 | Goldsborough Financial Services | ★ 5,0 | 27 | No |
| 5 | Prime Wealth Advice | ★ 5,0 | 18 | No |
