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Discover Financial Partners
- Financial Services
- Richmond, VIC
About this business
Financial consultants in Richmond, Victoria.
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 |
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
My interaction with Discover Financial Partners has been brilliant! With Manela as my main adviser, I have been attended to promptly and professionally at all times and cannot speak highly enough of their services. I am one very happy and confident client. A great team to work with.
We have been clients of Matthew Gibson since his early days in Albert Park and as the Discover team has grown, Tim Barresi has become our adviser and has continued the strong financial advice and personal approach and support. Tim's willingness to help with any issues is reassuring and we know that our financial affairs are in such good hands Greg and Naomi MacLEOD
Frequently asked questions about Discover Financial Partners
How is Discover Financial Partners rated?
Discover Financial Partners has a 5 star rating with 40 reviews.
When is Discover Financial Partners open?
Discover Financial Partners is open now. It will close at 5:00 p.m.
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