Toro Wealth Financial Advice

I came to know of the Toro Wealth team's services through the frequent very helpful and easily understood posts by Chris Strano (the "SuperGuy"). His SuperGuy Hub was amazing and a very worthwhile purchase, and I soon realised that Chris was very knowledgeable and a great educator, so I checked out the Toro team services as a result of his recommendations. This was a hugely helpful and great value for money step for me as a new retiree planning my retirement strategy through the next few decades. Philippa, Shane, Laura, and Dray were amazingly helpful, responsive, and an absolute pleasure to work with. With no ongoing commissions or additional costs to worry about after the initial advice fees, I felt empowered to action all the recommendations in the extremely comprehensive (60 page!) final Statement of Advice (SOA) document. Philippa was amazingly patient and calm in explaining all the key recommendations and the financial advice report was the best I have seen in over 30 years as a bank employee myself !! It is also a strong testament to amount of care and quality control that Philippa, Laura and all the Toro team apply, that there was not even a single typo in the whole 60 page report !! In my experience that is absolutely rare in today's finance world ! All in all, I could not be happier with the services, advice, and friendliness of all the Toro staff, and indeed Chris Strano who was amazing at responding to my initial emails. 6 Stars out of 5 if I could award that ! :-) Thanks Toro ! Alan

Toro Wealth essentially changed my life by setting up a comprehensive financial plan for my retirement. I really thought I'd have to keep working after turning 60, but thanks to engaging Toro Wealth to provide a Statement of Advice, I'm now happily retired and living my best life. I honestly would not have been able to work this out myself. They are exceptional at what they do and provided sound advice with a warm and understanding attitude. Special mention to the lovely Philippa and Shane who helped me through the process to set up my plan. They were a total pleasure to deal with and well worth every cent. I would highly recommend getting on board with this outstanding team for financial planning for retirement.

Barbara and Shane were exceptional. They provided thorough financial advice, with multiple options. The process was very straight forward and simple. They were compassionate and helpful during a complex time for my family. Everything was handled well. They really put my mother's mind at ease, which is worth more it's weight in gold. I would highly recommend them for complex retirement financial matters. Thanks Toro Wealth, you really helped to reduce the stress at a very stressful time in my family's life.

100% recommend Toro Wealth for retirement and financial planning service. Connected through Chris Strano we met with Philippa who is outstanding, she is knowledgeable and communicates with great empathy and understanding. Generous with her time, she brings a non-judgmental, positive and warm approach and her advice and insights have really helped us at this stage in our planning. Many thanks Philippa.

I met with Shane Lawler about my finance and he was fantastic. He is incredibly knowledgeable and, most important, he was invested in helping me in my finance journey, providing me with the best service. I highly recommend.

I had done a lot of research wrt our super but felt a bit overwhelmed with the wealth of information on the internet. What I needed was someone to de-clutter and fine-tune the information I had - and Shane from Toro Wealth did that. Shane was extremely professional in his approach to ensuring he knew what my requirements were, offering good quality advice which I consider to be extremely good value. I will not hesitate to go back to Toro Wealth next year when I will require further assistance.

We have found Shane and the team at Toro Wealth to be exceptional with their financial advice & service. Highly recommend to anyone looking for reliable and honest financial planners.