Sterling Grange Financial Planning
Address | Tok Corporate Centre 1, 459 Toorak Rd, Toorak VIC, Australia | ||||||||||
Phone | +61 400 574 900 | ||||||||||
Hours |
|
||||||||||
Website | www.sterlinggrange.com.au | ||||||||||
Categories | Financial Planner, Investment Service, Life Insurance Agency, Superannuation Consultant | ||||||||||
Rating | 5 5 reviews | ||||||||||
Similar companies nearby NeoWealth Management — 14/13 Church St, Hawthorn VIC Discover Financial Partners — level 1/101 Cremorne St, Cremorne VIC Prime Financial Group — HWT Tower, Level 17, 40 City Rd, Southbank VIC Maddern Financial Advisers — suite 238/29 Milton Parade, Malvern VIC |
Sterling Grange Financial Planning reviews
5I engaged Jake Taylor to assist me to make sense of my superannuation fund and to determine whether I was in a fund that was performing well, with reasonable fees and with adequate insurances in place. Jake provided an extremely thorough and common sense explanation of his analysis and suggested appropriate changes. I now have total peace of mind that my super and the related insurances are in a really healthy position going forward. Jake is extremely knowledgeable, friendly and provides excellent advice that is tailored to his clients. I can't recommend his services highly enough.
Jake is efficient, approachable and knowledgeable, 3 great traits from a financial planner!
Jake has been helping my family with financial planning for a year. His friendly, responsive and personalised help and advise have been invaluable. I highly recommend Sterling Grange Financial Planning.
I have been working with Jake on both my financial strategies and insurances. Jake's expertise and advise has guided me in such a way that I finally have the comfort of knowing I have a strong plan in place for my future. I cannot recommend him highly enough. Jake, Thank you! I appreciate everything you have done for me.
Jake is an extremely professional, friendly and capable adviser. It is clear he is passionate about putting you as the client first and makes sure you understand the process in an easy to understand manner. I will have no hesitation referring family and friends to Jake.