Financial Consultants in Victoria

“Chad Katunar and his team at Heart Wealth Management are client-centred, tactical thinkers and results-oriented. They have exceeded my expectations with my portfolio, which is very important to me in my retirement years. I have no hesitation in recommending the services of Heart Wealth Management Group.“

“Positive and helpful information received regarding our retirement plan and plan for the future.“

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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.“

“I have been with Raymond James since the 80s. i’ve never laid awake at night worrying about my portfolio, and I’ve always felt cared about as a person as well as an investor. I really like the holistic approach that Dee-Ann uses in communicating about my holdings, as well as the market in general.“

“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“