About the company
Rancie Financial is a financial advisory practice based in Melbourne. The firm has more than 35 years of experience supporting individuals and families. It works with individuals and families. Its services include superannuation, investments, retirement and wealth management advice. Jon Rancie is a named principal at Rancie Financial.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I have been a client of the Collins Street office for twenty years and have had dealings with Jon, Joelene and Leah all of whom provide outstanding service/advice with everything from managing my portfolio and keeping me comfortably solvent to doing my tax return and dealing with Centrelink. They make the financial process easy for me to understand and I'm eternally grateful for that. Thanks team - highly recommended !
I look forward to the future, Jon Rancie and his team are professional and honest. They managed a SMSF for me and my late wife over many years and because of their expertise on setting up a SMSF and keeping up with industry changes, I am still in the SMSF. They always offer a view on the long term along with balanced advice on appropriate investments at regular intervals.
We have been clients of Rancie Financial for 10 years, on the recommendation of our previous advisor who was retiring. We don't hesitate to recommend Jon and the team to anyone looking for financial advice. Rancie Financial manages our (small) portfolio of investments and they have maximised our returns, given excellent advice and guidance and are both professional and caring in their dealings with us. Best of all, we have peace of mind knowing we are in safe hands.
Rancie Financial has been my financial adviser since the early 1990s I have full confidence in their market knowledge and would highly recommend their services to anyone looking for good investment advice and a company that is easy to deal with and very professional in their approach…
We have been with Rancie Financial for many years and have always been satisfied with the service. They keep us informed with current trends in the Financial Market and advise us accordingly. They return calls promptly and are very easy to communicate with.
My wife and I have been clients of Rancie Financial for the past eight years and have nothing but positive things to say about the advice and service we've received from Jon and the team. We're moving through retirement with a good monthly income and real peace of mind about the future.
My wife and I had an introductory session with Jon Rancie. We received a great deal of valuable information regarding our superannuation fund and our plans for retirement. Jon proved to be very knowledgeable during the meeting, and he even took the time to contact us again to add a few more details that could be useful in the future. Fully 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 | 360 Financial Strategists | ★ 5,0 | 438 | No |
| 2 | Choice Capital | ★ 5,0 | 95 | No |
| 3 | Priority1 Wealth Management Group | ★ 5,0 | 14 | No |
| 4 | My Wealth Solutions - Financial Advisors & Planners | ★ 5,0 | 10 | No |
| 5 | Toro Wealth Financial Advice | ★ 5,0 | 8 | No |
| 9 | Rancie Financial (this page) | ★ 4,9 | 52 | No |