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Brett Muir

 Brett Muir

Share profile:
1198 Toorak Road
Camberwell
VIC
3124
AU

Overview CONTACT THE ADVISER

Brett Muir Brett Muir

total Reviews

18

Experience

9yrs

Status

Platinum

Overall Adviser Rating

100

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

I am a Certified Financial Planner (CFP™) passionate about providing my clients with education and strategic based advice.

It was this passion to continue improving financial literacy and quality advice that saw me found MCG Advisory

Our services include Financial Planning, Mortgage Broking, Small Business Advice & Corporate Advisory, and Financial Coaching.

Our priority is to provide personalised financial advice and solutions tailored to achieve the objectives of our clients. We focus on building long-term relationships, working with you to ensure your goals are understood and managed, and putting you on the path to financial independence.

Our clients can rest easy knowing our advice is time tested, thoroughly researched and based on sound financial principles. We will be there with you every step of the way to guide you in making informed and educated decisions about your financial future.

Company:

MCG Advisory
MCG Advisory

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

AMP Limited
AMP Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Aged CareAged Care
Small Business AdviceSmall Business Advice
My fees
  • Free Initial Consultation
  • Free General Advice

Latest Customer Reviews (3 of 18 total)See all

"we always have excellent communication with Brett."

maria , 65+ 15 Feb 2018

"Brett has been our financial advisor for more than 10 years and was instrumental in helping us establish our SMSF. He is genuinely interested in our well being, knowledgeable of the industry and always available to take my call. "

Peter , 56-65 15 Feb 2018

"Brett has been my personal adviser for over 7 years and has been outstanding on all matters. He has excellent knowledge of current legislation and trends in his field. No job has been too big or too small. His level of professionalism is exceptional and I frequently recommend him to friends and family."

Gus, Under 35 14 Feb 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 9 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

1198 Toorak Road, Camberwell
VIC 3124 Australia


Other address

32,1 Market Street, Sydney
NSW 2000 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 18 Total Reviews
maria , 65+15 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"we always have excellent communication with Brett."

Peter , 56-6515 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brett has been our financial advisor for more than 10 years and was instrumental in helping us establish our SMSF. He is genuinely interested in our well being, knowledgeable of the industry and always available to take my call. "

Gus, Under 3514 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brett has been my personal adviser for over 7 years and has been outstanding on all matters. He has excellent knowledge of current legislation and trends in his field. No job has been too big or too small. His level of professionalism is exceptional and I frequently recommend him to friends and family."

Katherine, Under 3513 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brett assisted us in purchasing our first home. With his support the entire process was far less stressful than when we had attempted to do this on our own in the past. He was extremely available and no question was ever too silly for him to address. Definitely would recommend."

Sanjay, 35-4513 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"A trusted advisor who has strong ability to navigate you through all your dilemmas you may have while choosing insurance plan. "

Kristina, Under 3503 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brett is a great Financial Planner, he is very reliable. He provided a great explanation in our recommended strategy to ensure that we both understood the advice and the best steps for our financial situation. Brett has a lot of experience in the industry and is knowledgeable. Thanks Brett for helping our family with our financial situation. "

Dana, Under 3504 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brett helped us buy our first home. He was very accessible and explained the process thoroughly. We wanted a green/eco loan and he found us a rate more competitive than advertised with a bank that did not have investments in fossil fuels."

Jess, Under 3510 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brett has been a wealth of knowledge regarding our mortgage and investments. I can't recommend him highly enough. As first home buyers, I couldn't think of anything more daunting than navigating our way through the unknown. However, Brett went above and beyond to help us gain a mortgage that was perfect for us and has continued to assist us in getting the best rates. "

Greg, Under 3510 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brett is a very competent and approachable advisor. Very quick in providing requested information and a great source for valuable contacts in the investment world. Would recommend Brett to family and friends. "

John, 46-5510 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brett has been very thorough and understanding in his dealings with us. He has presented our various options in a clear concise and easy to understand manner."

Gianfranco, 35-4510 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Highly professional adviser who aims to provide the best advice which suits my needs, rather than push products for his own gain. I will be using Brett for years to come. "

Alex, Under 3510 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brett has been a huge time saver and money saver for me and my partner. He has held our hand throughout the property purchase process including finding the cheapest option for home loans and has helped us out with refinancing our loan. He has negotiated with our bank for cheaper interest rates on our behalf. He has sorted out our super and offered advice on long term savings. I would and have recommended Brett to my friends. "

Ben, 35-4510 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been a Client of Brett's for five years. I have always been very happy with his manner, communication and ultimately his advice. He is very personable and has a great skill in making financial advice sound simple - not complicated. I have recommended Brett to friends and family and will continue to do so in the future."

James, 46-5510 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"As a client of Brett I have found him to be over the years, helpful, understanding of my concerns and highly professional in all his actions and most importantly, the execution of our financial strategies. I wouldn't hesitate to recommend his services to others."

Mark, 56-6509 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brett is a delight to deal with. He listens, is attenttive and also explains things really well and is not pushy"

Jacob, Under 3509 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Great advisor, really effective communicator, has a very high level of knowledge. Would recommend him to anyone seeking out a financial advisor."

Harry, 35-4509 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brett is helping me in buying property in our SMSF, he not only guided us on the various loan providers and their conditions but also looked at the structure of our fund for future contributions and legislative issues. Thorough professional with extensive knowledge."

Sam, Under 3509 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"As first home buyers Brett & the team at MCG Advisory were extremely helpful in taking us through the process and options available to us. They were always professional and took the time to ensure we understood everything and were confident in our decisions. Thank you MCG Advisory!"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

AMP FINANCIAL PLANNING PTY LIMITED

Top 5 Skills (as rated by customers)


#1
Loan Products
STRENGTH
11
Customers

#2
Insurance Protection
STRENGTH
8
Customers

#3
Savings Investment
STRENGTH
7
Customers

#4
Self Managed Super Funds
STRENGTH
6
Customers

#5
Building Super
STRENGTH
5
Customers

x

Overall rating

100%

Brett Muir

Company: MCG Advisory

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Brett Muir is a member of and in what capacity, the licensee or company of Brett Muir and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Brett Muir (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%