RateOne Financial Planning / Index Wealth

We have been with Index Wealth for more than 3 years now and our experience with them have exceeded all my expectations. They are apprehensive about navigating the complexities of personal finances, Agim Hajdari has been instrumental and provide best level of expertise and personalised attention that truely set them apart.
They maintain great transparency and integrity, fostering a sense of trust and openness. The emphasis on ethical practices and client wellbeing was evident throughout our tenure.

Was a pleasure meeting Joshua from the team to discuss my options for Superannuation. Years of experience and you can tell his actually passionate about his work.

Thank you to Josh my advisor who manages my superannuation and insurances. High quality advice which gives me great peace of mind for my financial future.

James is incredibly personable and makes the entire process so easy. I highly recommend Index Wealth to anyone needing help with personal insurance or more. Thanks James and team!

Thank you to Agim for his outstanding service! He is very knowledgeable, efficient, and explained everything in great detail. Highly recommend!

Good service from Richard and team. Clear explanation of financial products and their strengths and any potential risks. Was a good experience

Richard and the team at Index Wealth have been incredible to work with. He is very approachable and gives thoughtful considered advice. I had an amazing experience. Highly recommend!

I've been working with Agim for many years now. Our super is going great compared to our old fund. My wife has compared this with co workers who have been saying their super isn't doing great. Agim is forward looking and keeping the super and investments ticking over while considering the on going costs and how the market is changing.

Richard was terrific to talk to about planing for our retirement. He has set us on the right path and has given some direction on how to increase our Superannuation over the next few years!

I've been with Index Wealth for 7 years now and I couldn't be happier with their service. From day one, they've always put me first and made me feel like a valued customer. They go above and beyond to ensure that I'm well-informed about my investments and that I'm making the best decisions for my financial future. I appreciate that they check in on me every now and then to make sure that I'm satisfied with their service and to address any concerns that I may have. In a world where everything seems to be automated and impersonal, it's refreshing to work with a company that still believes in the old school value of putting people first. I highly recommend Index Wealth to anyone who is looking for a financial advisor who truly cares about their clients.

The service Index Wealth has provided, in particular Ricky, has been phenomenal! I highly recommend them to anyone.

Richard (Ricky) is brilliant to deal with. He explained his processes to us in simply layman terms, and for that we were and still are extremely grateful for his care, time and patience. In the end, he even saved us some money, and he is setting us up to be in a better financial position for our retirement. I would recommend Ricky and his team at Index Wealth to anyone wanting to get a financial health check, as he will set you up on a path to better financial security.

I have been dealing with Ricky for 12 months now and have recently put him onto my elderly mother. Both of us are extremely happy with Ricky. He is patient, courteous and explains everything in plain English. My mother is hard of hearing and Ricky was able to navigate this with total respect and patience.
Both mum and I have full confidence moving forward and placing our Finances in Ricky's capable hands. Highly recommend.

As an estate planning lawyer, I refer many clients to Ricky Jewell for his expertise, professionalism and kind natured manner. My clients have provided excellent feedback of their experience and recommend Ricky highly

Ricky has given me excellent advice in my circumstances as a sole trader / business owner, regarding longer term financial security and planning. As a self-employed person it is so easy to just put those conversations into the "later" pile, but Ricky makes it easy and comfortable to have these conversations and then build a plan that suits my needs. 100% recommend Ricky.

Sandip and Simon were very helpful. We were in a very deep financial depth and because of them supporting us, we were able to finally have piece of mind. Would 100% recommend this to anyone who needs financial help.

Adam was absolutely amazing and patient. He was able to get us a great deal and answer all questions that arose along the way. Would definitely recommend.

Had the best experience with Adam - he went above and beyond to help explain everything clearly and made sure we understood what we were signing up for. Super responsive and very friendly - would definitely use RateOne again!

This is Suhas sonar from Dandenong Sorry for late response I can give 100% like Sandip bob great he helped me lot. If anyone not getting loan I am pretty sure this is very good place to go. Sandip bob very helpful, friendly and professional so I am really happy
Thank you very much