Carl Freshwater

Sterling Grange Financial Planning

Gold
10 Yrs Experience
Bairnsdale, VIC 3875
4.89
11 Reviews
5
4
3
2
1
4.73
Clear communication
4.82
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

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5.00

"Carl has been able to explain some complex issues about superannuation and retirement strategies to me in a way that has given me understanding and confidence about my future.

He has listened to my concerns and assisted with understanding and skilled advice to suit my individual circumstances.

I now feel prepared and reassured that I have a plan for a stable financial future and that I can rely on his ongoing support if my circumstances change."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carl has been our adviser for a number of years and has been extremely professional and integral to our situation. Couldn't recommend him highly enough!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Professional and reliable advice, it made us comfortable with our decisions moving forward."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Property Investment
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carl was very informative, understanding to our needs and it did not matter how many times we asked questions it was never a bother to him and he always took the time to answer those questions. We would highly recommend Carl to our friends and family."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carl was very attentive, a great communicator and efficient. Overall seamless process, highly recommended."

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

"Carl has always provided excellent and prompt service. He has demonstrated a sound knowledge in all financial areas and I would have no hesitation in recommending Carl to assist in your financial planning matters."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carl was amazing from my first appointment and i felt extremely comfortable with him and his advice. Carl explained everything to me very thoroughly and answered all my questions. Carl's communication is amazing he always keeps me updated and returns all my calls very promptly."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Carl has been great to deal with on all fronts and is very detailed in his assessments and recommendations. Extremely happy with his service!"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Carl has been giving me financial advice for the past 3 years now and i have to say, i would be lost with out him. Carl has gone out of his way to help me when needed and take the time to explains things clearly so i understand what decisions to make. I look forward for the years to come."

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

"Carl gave advice to my wife and me about life and income protection insurance. I am confident that Carl gave me the best advice such that we have been able to choose the right insurance products. He was very helpful throughout the application process, and was always available to help explain all of the detail that we needed to know and advise on what was best for us in our situation. Thanks Carl!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

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