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.
Adrian explains matters clearly and provides appropriate references to available and relevant information.
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.
adrian has always been helpfull to my needs
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 ServicesSuite 80, 1470 Ferntree Gully Road
Knoxfield, VIC 3180
- Adviser status Silver
- Number of reviews 6
- First year providing advice 1989
- Years of experience 33
- Diploma of Financial Planning (1-8)
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