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Discover Financial Partners
- Financial Services
- Richmond, VIC
About this business
Location details
Level 3, Building 5/658 Church St, Richmond, VIC, 3121, Australia
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I cannot speak highly enough of Benjamin Northwood. Working in the finance industry myself, I’ve worked with multiple financial planners and he is, without a doubt, the most genuine and caring financial planners I have ever met. He is the only financial planner I confidently refer my own clients to that I trust to look after them as I would. Ben takes the time to truly understand his clients, always putting their best interests first, and ensuring every recommendation is tailored with thought and integrity. His depth of kno... read more
As recently retired business owners, my husband and I were highly recommended by friends to try Discover Financial Partners to handle our finances. We couldn't be happier with our choice. Matt Gibson and his crew, Manela Gunawardena and Harley Leslie, have guided us expertly through the superannuation investment process. Their knowledge and genuine down to earth manner helped us feel at ease with options available for our retirement nest egg. They got to know us us personally, always interested and are very easy to talk to, ... read more
Tim and Matt have been fantastic to work with as my financial advisors. They took the time to understand my investment appetite and long-term goals, and developed a clear, tailored plan that I can confidently “set and forget.” What really stands out is how proactive they’ve been in guiding me through the implementation—keeping me on track and making sure I take action. Their support gives me confidence that I’m heading in the right direction for retirement. Highly recommend!
Discover Financial Partners helped to demystify the our options for managing our savings in retirement. Tim particularly took care to explain the possible plans and then provided a forecast of portfolio gains. These allowed for our personal demands and hopes. The projections have proven to be very satisfying and we are grateful for Tim and the teams help at this stage of our life.
We recently retired and were at a loss to invest our money and deal with our super account. Tim at Discover Financial Partners has provided great advice and connected us to a Tax Agent to sort out.an ATO matter. Their investment advice has been understanding of our needs and we have been very happy with the results providing us with a growth option along with our regular pension has seen our portfolio grow over the 2 years. Their forecasted plan has been cautious but reasonable and the returns very satisfying. They have acti... read more
Frequently asked questions about Discover Financial Partners
How is Discover Financial Partners rated?
Discover Financial Partners has a 5 star rating with 42 reviews.
When is Discover Financial Partners open?
Discover Financial Partners is closed now. It will open tomorrow at 9:00 a.m.
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