6 Reviews

Adrian Pearce

Dollar Wise Financial Services

Gold

35 Yrs Experience

Knoxfield, VIC 3180

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5.00 March 2020

As a B2B client of Dollar Wise Financial it is indeed refreshing to deal with a business that values its’ staff so highly. Adrian goes above and beyond the call of duty in providing a Fair and Safe workplace for his employees. They are an employer of choice in their industry and a pleasure to do business with.

5.00 March 2016

Adrian explains matters clearly and provides appropriate references to available and relevant information.

4.75 February 2016

Adrian has been my advisor for in excess of 12 years and I have always found him to give sound advice suitable to my circumstance. I have also been advised on loan products and found this advice sound and to my advantage. I have recommended my daughter to seek advice from Adrian.

4.00 February 2016

adrian has always been helpfull to my needs

5.00 February 2016

Highly recommend Adrian as a financial advisor - he has always taken the time to explain financial matters in a manner that was easily understood and has been a great help with retirement funding.

Dollar Wise Financial Services

Suite 80, 1470 Ferntree Gully Road
Knoxfield, VIC 3180

Adviser status Gold
Rating 4.79
Number of reviews 6
First year providing advice 1989
Years of experience 35
Highest qualification
- Diploma of Financial Planning (1-8)
Language spoken
- English

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Small Business Advice
Borrowing
Growing Assets

Our fee structure is predominantly a fixed fee for upfront advice and Asset-based fee for ongoing advice and service. We are flexible with fee options depending on the client.

Amp Financial Planning Pty Ltd

AFSL 232706

Adrian Pearce

Dollar Wise Financial Services

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Dollar Wise Financial Services

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Amp Financial Planning Pty Ltd