"I am the owner of an Accounting and Taxation firm located in Melbourne CBD.

Over the years we have referred many of our clients to Joe and his team.

It is important to us that we refer clients to planners that we can trust and know they are acting in the best interests of the clients.

They have always provided our clients with great advice and service.

Joe is very attentive to the client's needs and spends quality time to ensure that all the information required is gathered to enable him to provide comprehensive advice.

I highly recommend his services"

"Joe has been very thorough for understanding our needs first and recommending the solutions. I believe the kind of professionalism that he has, makes us more and comfortable for any financial advice piece that we go to him. Keeping the needs of clients first and taking time to research the market and then act is the kind of person Joe is. Very thankful for him."

"Joe has been my financial adviser for many years and previously looked after my mother’s folio. His knowledge and expertise is varied and wide. Joe is extremely experienced in the world of financial advice and always professional in his approach either in person or by Teams meetings. He offers a lot of information and is update on all financial matters. Sometimes it is a bit too complex for my understanding, but Joe will then patiently explain all aspects of my superannuation. I can contact him at anytime with any queries no matter how small or complex. I highly recommend Joe and his financial services. He has never given me any negative advice in all the years I and my family have known him."

"Joe came highly recommended to us from a close family member. We found Joe to be extremely thorough in understanding our current, financial position, our future financial aspirations and goal setting, alongside our recently changed financial landscape. Once this was established, Joe was meticulous in his approach to position us in the best way possible for transitioning into retirement, maximising the current tax effectiveness of our assets in the meantime, and the various and varied options available to us to achieve our goals. Joe was patient and brilliant in his management of us as he allowed us to understand the minefield of options available to us. Pros and cons were diligently discussed, explained and recommended or discouraged accordingly. Now that we are settled into a firm financial trajectory, we feel comfortable in our decision making, guided by Joe's expert advice and opinion, of course. The relationship Joe established with us was one of professional and mutual respect and utmost trust. Joe's knowledge and expertise in the financial field exceeded our expectations and is one that we feel confident in continuing our relationship with for years to come. All costs, fees and other relevant details were clearly explained and disclosed. Hence, we hold Joe's integrity the utmost favour. The process wasn't a short one, but it was thorough and one that allows us to feel at ease about the outcomes achieved. We highly recommend Joe for your financial needs and his staff are equally friendly, helpful and very easy to deal with. Silvana and Tony De Fazio"

"In late 2023 we informed joe that i would require assistance to lodge a claim through my income protection policy.

For any one navigating through health issues and requiring financial assistance forget expectations of government assistance its a must have personal income protection insurance policy.

From personal experience with my partner going through breast cancer treatment in mid 2000's a very stressful time, her income protection policy was approved and paid in days.

My own recent experience 2023/24 with joe and his team they made sure I was treated with dignity through the claim process.

Thanks joe and team."

"Joe provides clear and concise information."

"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.

Thank you,

Gordana Viti."

"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"