17 July 2023, 11:53 pm

We’re taking this opportunity in this article to compile some recent feedback from our clients, including the score out of ten they gave us. The team at Finwell Group trust that you find this useful in understanding your experience with Finwell Group. Surrounding yourself with the right advisors such as financial planners, accountants, property managers and mortgage brokers is a smart strategy as part of your wealth journey. We aim to be a high-value, trusted and effective member of your team.

R.G (10/10) – Every interaction with the team at FINWELL has been positive, supportive and personal. From the Admin Staff to the Financial Advisors and Property Team, they have been amazingly welcoming and have helped us understand every step along the way. The team have been extremely accommodating, often scheduling meetings out of hours to work around our busy family and work schedules. Any questions we had along the way were answered promptly and in a way that was easy to understand and comprehend. Our experience with Simone and Stuart has been personable and this has definitely helped overcome reservations we had initially around engaging a Financial Planner, after negative experiences from our past with our previous financial services provider. Thank you to the team at FINWELL for helping us get our financial affairs in order and placing us on a path to achieve our financial goals.

M.M (9/10) – I feel confident with the advice plan Finwell has in place for our superannuation and retirement plans. No question is “too dumb” and everything is explained well. Suggestions are made but can be/are adjusted to meet our requirements.

A.Z (10/10) – Excellent financial knowledge and friendly staff.

M.B (10/10) – Very efficient and nice team.

H.A (10/10) – Finwell provide a good all-round service and informative webinars

J.R (8/10) – Simone was understanding, professional and understood my priorities.

H.H (10/10) – Clear, concise and straight forward guidance. No fluffing about.

T.S (9/10) – My husband and I have been with Finwell now for a few year and the amount that we have been able to change our lives for the better, with the guidance of Simone and all the Finwell team has been amazing. We can now look forward to retirement when we are 65

J.T (10/10) – Finwell are a great company that employ the right people to ensure my financial interest and needs are met. Thank you so so so much for all your help with refinancing my loan. You make the process so easy and painless.

E.R (10/10) – Covid put an end to my career and we still had a sizeable mortgage to pay off. Gavin allowed us to see how we could manage our finances in a better way. Showed us where our money was being wasted. Following his advice, 2 years down the track, we paid off the mortgage, have a healthy bank balance and have had major repairs carried out on the house. Thank you Gavin and Finwell

D.W (10/10) – The whole crew were very professional and flexible with setting up my super and insurances.

M.W (10/10) – Friendly, affordable, efficient, trustworthy

M.S (10/10) – Had a wonderful experience with the whole team, definitely would recommend. They did everything in their power to ensure that the best outcome was met.

N.H (10/10) – Found everyone to be friendly knowledgeable and efficient which made our super roll over an easy task.

If you’d like to speak to one of our friendly and professional team, please reach out at or call us on (03) 9017 3235