Simran Dhillon

Abundant Advisory

Platinum
19 Yrs Experience
Sydney, NSW 2000
4.97
34 Reviews
5
4
3
2
1
4.97
Clear communication
4.94
Knowledge & expertise
4.97
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 34

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5.00

"Professional and friendly experience."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It would be hard to find someone with less understanding of investment and financial planning than myself and I have always been dubious of financial planners. Simran from Abundant was recommended to my wife and I by some friends. Since our first meeting, we have found him to be an excellent adviser with a very professional attitude. I have gone from being dubious of financial planners to regretting that I didn't take this step years ago. We are very comfortable with Simran and his approach. He has the knack of being able to clarify complicated financial strategies so that you can understand what is going on. We couldn't be happier with the service. It is as if we are his only client and he is totally dedicated to us. To make me feel this way is no small feat. We highly recommend Abundant. Finally we are starting to see a clear and positive pathway forward with our financial future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am a new client of Simran's, and from the outset Simran made me feel comfortable by building trust. He was interested in me. Asked all the right questions about what was important to me, and what I wanted to achieve. Simran's advice is clear and precise, with an opportunity to validate, and his explanation to everything just works! Every time we meet and discuss, Simran gives me his full care and attention. His knowledge and experience demonstrates a broad variety that allows me to understand and decide on options that best meets my needs- not his! I would recommend Simran to anyone."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sim is approachable, organised and responsive. I came away from our meetings feeling empowered and wishing I’d retained his services years ago! His advice has helped me feel in control and confident about my financial future."

  • Superannuation
  • Insurance Protection
  • Shares & Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simran helped my partner and I to take stock of our cashflow and budgeting and start planning for the future. He helped us to make more targeted investment decisions and found really good cover to meet our insurance needs. I highly recommend Simran for any financial planning/advisory needs"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simran helped me increase my personal insurance cover. He has a thorough understanding of all the products, and the application process was simple and painless. I would trust Simran with all of my financial needs, and would happily recommend his services to friends or family."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"For my partner and I, this has been our first experience engaging with an advisor, so the world of finance is relatively foreign to us. Sim has given us advice in areas including savings and cashflow management, super, insurance and planning to buy our first home. The advice has been not only excellent, but communicated in a timely, clear and accessible manor, ensuring we've felt comfortable at every turn. We're looking forward to our continued relationship with Sim into the future."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simran helped our family set-up a plan to secure our financial future and reach our goals. We needed assistance to assess our insurance needs, superannuation contributions and funds, create an investment plan to work towards buying a family home, and setting up a Will & Trust for our growing family. He has always provided clarity, balanced advice, and kept the administration moving along and keeping us up-to-date on decisions, considerations and actions we need to take. He is approachable, knowledgeable and has earned our trust."

  • Superannuation
  • Insurance Protection
  • Redundancy
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simran was amazing. My husband and I had no idea what to do for our retirement and we were totally overwhelmed . Simran clearly explained our options as well as his recommendations. Not at any stage did we feel pressured or unsure of how to proceed - all our questions were clearly answered and we proceeded with complete confidence knowing that our financial future was in safe and extremely confident hands. We look forward to dealing with Simran in the future and highly recommend Simran to anyone who needs financial guidance."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Due to employment changes for myself arising from the Covid pandemic, Cathy and I needed advice and options for our future. Having known through a friend that they were using a financial adviser, we asked for a recommendation and were given Simran Dhillon from Abundant Advice details. After several zoom meetings and then face to face meetings with Sim, we were very comfortable and confident with the formulated plan that Sim had presented. We have recommended our 31 year son and his partner to seek a plan for their future. Sim is a great listener, no judgment and a very positive person. We now have peace of mind in financial matters thanks to Sim."

  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 34

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting