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Lane Financial

Address 4/367 Forest Rd, The Basin VIC, Australia
Phone +61 3 9761 0818
Hours
Monday09:00-17:00
Tuesday09:00-17:00
Wednesday09:00-17:00
Thursday09:00-17:00
Friday09:00-17:00
Website www.lanefinancial.com.au
Categories Financial Planner, Finance Broker, Life Insurance Agency, Superannuation Consultant
Rating 4.9 39 reviews
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Lane Financial reviews

39
Sort by: date highest rated lowest rated most helpful
Barbara
28 October 2023 6:42

Owen was very helpful to me in making the buy first/sell first question. He fully comprehended my situation and gave me clear advice on the alternatives, costs, timing, risks and more. Thankyou Owen for your advice in helping me form a way forward.

Colin
21 October 2023 19:40

Worth every penny. I met with Morgan on a weekday afternoon and walked out of the 60 mins session with a huge list of notes & advice on how next to proceed to meet my mid & long-term objectives. I highly recommend Lane Financial.

Julie
07 September 2023 7:59

Huge thanks to Daniel for helping arrange the refinance of my investment property loans and making the process painless even though the bank had a few hiccups along the way. If you’re looking for someone who can help navigate the chaotic process you can’t do better than the Lane Financial team.

Daniel
01 September 2023 18:48

Owen and Daniel were both great to deal with. They listened to what I needed and provided guidance to ensure I got what I needed. Highly recommend them.

vic
22 August 2023 4:44

I was uncertain of my options on how best to handle my superannuation funds in retirement. Daniel and Morgan helped put my retirement plans together, with professional and concise advice. I would recommend Lane financial to any retiree who needs guidance on their future

Katie
10 August 2023 0:55

Thank Morgan and Courtney for helping us will our retirement planning. The advice you gave us was what we wanted to hear especially on things we hadn’t even thought of doing.
I would highly recommend Lane Financial for your financial future plans, the team are very professional and friendly to deal with. Don’t waste any more time give, Courtney a call and make an appointment with Morgan you won’t be disappointed. Thank you.

Robyn
25 September 2022 19:23

Morgan and Courtney were an amazing support. So grateful for their support and highly recommend them

Nevenka
13 August 2022 10:17

Daniel was recommended to us for financial advise and it was a pleasure dealing with someone so knowledgeable. We would highly recommend Lane Financial.

Joanna
21 July 2022 8:14

Needed some advice on behalf of my parents for their upcoming retirement. These guys were absolute gentlemen. Really approachable and friendly. Their advice was exactly what was needed. Highly recommend: in actual fact will be making an appointment for myself and my families financial future very soon.

Heather
30 June 2022 15:27

Very happy to recommend Lane Financial. A great team who are always happy to help, they're very professional and efficient and a pleasure to do business with.

Nicole
26 June 2022 3:42

Thank you to Daniel and the team at Lane Financial for all your help organising and finding the right home loan for us. Your support and guidance was fantastic and set me at ease with the big task of buying our first home! Thank you for your understanding and answering all of our questions

Paul
16 June 2022 15:25

Well up to now the service Lane Financial has provided has been second to none. Daniel and team have been true legend's in sorting out my refinancing loans etc. Daniel worked quickly to secure financing when I needed it most.
Definitely would recommend Lane Financial to my friends and work partners. Have been very impressed with the service Lane Financial has provided me. Thank You once more.

Holly
18 May 2022 9:38

I cannot express how grateful I am for Daniel and Morgan's assistance during the most difficult time of my life. They were both so compassionate and kind and would always explain things to me in a way I could understand. I honestly don't know what I would have done without their help. I would recommend them to anyone.

Cheryl
28 March 2022 1:49

Daniel and Morgan helped put my retirement plan together. Their expertise in this field was greatly appreciated. They made me feel very comfortable with the decisions I made and gave advise on other area's I had not even thought of.
I would highly recommend Lane Financial as very professional company for your financial future plans. Thanks again boys.

Peter
16 February 2022 22:37

Daniel and Morgan helped us greatly to reduce our loans and improve our finances. Friendly with good suggestions for maximising our income.

melissa
13 February 2022 4:19

Daniel and Morgan have been outstanding - their knowledge, professionalism, integrity and kindness - the last 12 months have been traumatic for myself and my children after the loss of our husband / dad. They both handled all affairs regarding superannuation, insurance etc.and were amazing in ensuring that I was supported throughout the whole process.
Couldn't recommend their services more highly.

rhiannon
06 February 2022 16:00

Lane Financial provides such a professional and quality service. Very trustworthy and good value to cater for every individual. Acting on the best interests for the client. Can always count on Lane Financial for the best financial planning and mortgage broking.

Elise
05 February 2022 20:11

Lane Financial were invaluable in helping me buy my first home.
I was very fortunate to have been recommended Lane Financial by my solicitor after it appeared that the house I had placed an offer on would fall through due to the bank valuation not meeting the vendor price and my previous mortgage broker recommended pulling out of the purchase.
Daniel was phenomenal at organising further evaluations and talking through my options with me. He was very responsive to questions and kept me updated throughout the whole process. Ultimately I was able to purchase the property thanks to Lane Financial's assistance

ryan
30 January 2022 6:31

Very professional, well spoken, and genuine.
Lane Financial has gone the extra mile in helping me work out my finances. I highly recommend

Little
05 January 2022 15:11

Stress-free mortgage set up, no task is too difficult for Dan and the team. Thank you very much!

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