Joe always makes an effort to keep up to date with my changing financial position and how it affects my insurance requirements. He is very knowledgeable about the insurance products available and gives very clear tailored advice.
I have been dealing with Joe Vitale and his staff for over 20 years for all our financial planning, superannuation and insurance needs, and have always found his attention to detail, service from him and staff, and advice to be very beneficial to my family and our business. We have made major claims on our personal insurance policies, and he has always dealt with the companies on our behalf and been able to get the claim through hassle-free and the policies have always paid out. We are very happy with the advice he has provided to us, and now my kids also, and wouldn’t hesitate to recommend him to our friends and business colleagues. I would like to take this opportunity to thank Joe for all of his help and support through the years. It has been easy and stress-free.
Both myself had my wife have been a client of Joe for the past 5 years. After our initial hesitation to engage an adviser we took the leap and haven’t looked back. Joe took a lot of time to understand our position, what we were looking to achieve and offered some very good advice. We are now confident and understand our path to retirement.
Joe is a pleasure to work with and on top of our regular financial reviews he is always happy to take a call to answer and offer advice to any questions we may have.
We have been extremely happy with Joe and his friendly staff for many years especially since retirement. His advice and management of our pension fund has enabled us to have a steady addition to our income and has been a pleasure to have known Joe and Angela during this time. Thank you Joe John & Carole Briggs
I have been a client of Joe for a significant number of years now and have always known him to be an extremely approachable and knowledgeable adviser who is easily accessible to answer any of my queries in regards to my finances. Patience and integrity are definite attributes of Joe's character. I would definitely recommend Joe as a financial adviser to anyone who is seeking any finance related matter.
Joe Vitale Financial Services Pty LtdSuite 1.01, Level 1, 390 St Kilda Rd
Melbourne, VIC 3004
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
- Adviser status Silver
- Number of reviews 7
- First year providing advice 1992
- Years of experience 30
- Advanced Diploma of Financial Services (Financial Planning)
Interprac Financial Planning Pty Ltd