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NRG Wealth Services

NRG Wealth Services

5.0(5 reviews)See reviews ↓·Maitland

What customers say

Based on genuine customer reviews

Guidance through the entire process is the theme that runs through the feedback for NRG Wealth Services, a Maitland financial consultant. Tim is named in several accounts, with customers describing him as knowledgeable in his field and consistently friendly, and the communication from him and his team is repeatedly praised as clear and responsive, including quick replies to emails and messages. Clients recount being helped to refinance a home loan, with the process described as stress-free thanks to step-by-step support, and one reviewer notes that the assistance gave them confidence in their transactions.

Others highlight how attentive, particular and thorough the service felt, with nothing left to chance as the work progressed. The team's willingness to answer questions and keep clients informed before and after the job comes up often, and the practical help with refinancing sits alongside broader financial consulting work. Named staff, especially Tim, feature in the feedback, and the consistency of the guidance and the friendly manner are what customers tend to remember, alongside the care taken to explain each stage of the process.

Financial consultant

Reviews

Reviews are taken from publicly available sources.

KR
Kristen Ross14 November 2023

Tim and his team are very knowledgeable in their field! Communication is wonderful and Tim helped us so much through the whole process which made for confident transactions!

RJ
Richard Jay1 December 2022

Attentive, particular and thorough. Extremely helpful in assisting thru the process. Highly recommend!!! Thank you !!

JS
Jess Sowter3 November 2022

Thank you to Tim and his team for helping us to refinance our home loan, they took the stress out of it and guided us through every step of the process. Tim is always very friendly and was very quick to respond to my emails and messages.

SP
Stacey Phillips30 June 2021
KM
Kayla Madden12 April 2021

Financial advisers & planners in Maitland 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 Maitland are compared.

RankProviderRatingReviewsOpen Sat.
1NRG Wealth Services (this page)★ 5,05No
2RI Newcastle and Lower Hunter★ 5,027No
3JustAdvice★ 5,09No
4Bottrell Wealth Financial Planning Maitland★ 5,07Yes
5Intentional Wealth★ 5,08No
Contact
+611300859815nrgwealthservices.com.auSte 2, Level 1/14 Bulwer St, Maitland NSW 2320
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed