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.“

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“Pam and her team were so incredibly helpful in my recent purchase of my first home! Pam, Chad, April, and the whole team were very helpful and informative and clearly genuinely care about their clients. My family has worked with Pam Katunar and Heart Wealth at Raymond James for 3 generations and continue to do so because of the amazing people, the above and beyond service, and the great results. Very thankful for their support.“

“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.“

“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“