Financial Consultants in Victoria

“It's always a nice experience to meet up with David Scott face to face. We greatly appreciate his review of our investments and his suggestions on the best way to maximize our returns.“

“The team at Heart Wealth Management have been very enjoyable to work with. Reaching out to Chad Katunar a number of months ago, I was unsure of what steps I should be take to invest my money effectively. Chad was able to offer recommendations that he could help me with while also offering ideas that I could take on myself. Short story even shorter, I jumped on board with Chad and the Heart Wealth Management team to manage my investments portfolio and couldn't be happier. I highly recommend their services.“

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“Bart recently completed a presentation on Life Insurance for Estate Planning for our practitioners working in the area of estate planning law. Bart is a strong, organized presenter and inspired confidence in his financial advising expertise and abilities. Bart shared invaluable tax strategies and cohesive advice that anyone interested in preserving their legacy for their beneficiaries can benefit from.“

“My wife and I have been with The Kratz Financial Group for several years now and couldn’t be happier with the service they provide. The entire team is friendly, and they respond quickly to our needs which is important to us. Luke’s financial advice is always relevant, on point, and easy to comprehend. I feel confident that our financial future is in good hands with the Kratz Group.“

“Ok , this is a bit odd. Not like people are asking me about where to invest but I owe my advisor and his excellent staff for 11 years of my paying very little attention to my retirement. Through major ups and downs they have kept me calm and solvent . Preserving my ability to retire , advising me against panic and allowing me to ignore the ups and downs of the incomprehensible market. Thanks Rick not many people do just what they say“