Horvat Financial Advisors Pty Ltd
What customers say
Based on genuine customer reviews
Horvat Financial Advisors Pty Ltd provides financial advice and planning from its Essendon office. One client account describes a relationship of more than twelve years with the practice, beginning with an information evening that led to a private, confidential meeting arranged without obligation.
Rick Horvat is named as the adviser whose guidance helped the client maintain the lifestyle they had outlined at that first meeting. The client also refers to a set annual fee, under which Rick remains contactable at any time a question arises, a matter they value given they live roughly 200 kilometres from Melbourne.
Reviews
Reviews are taken from publicly available sources.
Have been with Horvat's for more than 12 years. Subsequent to our first meeting at an information evening, a private confidential no obligation meeting was arranged. Since then, we have had excellent advice and have financially maintained a lifestyle we outlined to Rick Horvat at that time. For a set annual fee, Rick is contactable at anytime should you have a query about anything. We live 200kms from Melbourne. We have never waited more than 24hours for a reply (with complete details) to our questions. Horvat's small team are excellent at what they do.
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 | Horvat Financial Advisors Pty Ltd (this page) | ★ 5,0 | 1 | No |
| 2 | On Point Wealth | ★ 5,0 | 2 | No |
| 3 | My Wealth Solutions - Financial Advisors & Planners | ★ 5,0 | 10 | No |
| 4 | 360 Financial Strategists | ★ 5,0 | 438 | No |
| 5 | Stephan Independent Advisory | ★ 5,0 | 2 | No |