Client First Financial Planning

Reviews, get directions and contact details for Client First Financial Planning

Address: 30/42 Williams Rd, Dandenong South VIC 3175, Australia

Phone: (03) 9798 4569

Website

State: Victoria

City: Dandenong South

Zip Code: 3175

Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

I have recently started working with Craig, and I have found him very easy to talk to, very knowledgeable, and keen to help me get what I want. He has helped me organise my finances, and I feel much more comfortable about my future.  Thanks Craig

Craig has been fantastic to work with since day 1. For me engaging a financial planner is all about the trust between both parties and although I've only met Craig a handful of times, it feels like we've known each other much longer. He's a genuine guy, with incredible knowledge who I know will always put his clients first. Very happy with his service to date and would highly recommend for those who are considering his services.

My husband and I met first with Craig in 2017, to establish a strategy for our financial goals into the future. We have since had our Wedding, Honeymoon, bought our first property, have a baby on the way and are about to purchase a family car! Without Craig's guidance through this path, we would not have been able to achieve these incredible goals and feel comfortable in making the purchases. He has guided us with his expert knowledge and experience, by being approachable and readily accessible via email or phone when we have needed him. Craig also taught us about life insurance and how best to manage our superannuation. Invaluable information! I would highly recommend Craig and look forward to the next few years of progressing with his trusted advice. We also appreciate Craig's friendly demeanor and personal approach, it fits well with us.

Highly recommended. Very professional and great advice. Craig has put me and my family in a much better financial situation. Unlike some other financial advisors, I felt like Craig really cared about me and my family's wellbeing.

Having been through a bit of a rough patch financially, a very wise friend of mine suggested I contact Craig from Client First Wealth Management and, from the very first meeting, I felt it to be a life changing decision.  Not only was Craig able to ensure I was protecting my kids should anything happen to me, but he was also instrumental in helping us into a place we could call home and, to me, there’s nothing more crucial than that.  Like anyone, enjoying the finer things in life is important and I know that having Craig by my side for the long term will guarantee I’m able to do so right up until my retirement and beyond!

Craig and his team have been supporting my family and I for many years now and the service only seems to be getting better. We can always rely on him to make sure that we have all the options available and can be guided towards to best decision. The respect goes both ways and the communication excellent. I highly recommend Craig and his team.

We could not recommend Craig enough!  He was so helpful when my husband & I were sorting through our finances. He really understood our needs & explained everything so well. We feel that our future is protected & know that we are in the right hands.

Craig is always available for us and provides great advice. He takes into consideration total life goals from purchasing a home, to travelling, while maintaining our lifestyle. Most importantly, we always leave our meetings with Craig with total piece of mind.

I have been a client of CFWM for many years and the assistance Craig has provided to my wife and I in that time has been invaluable. From maximising our superannuation returns to protecting our family via the organisation of life insurance and income protection and all the general, day-to-day advice in between, he has been no end of help!  Craig's professional attitude and approach gives us the confidence to know that we can achieve our future financial goals.  I have no hesitation in recommending Craig and the team at CFWM. So much so that I have a number of friends who have hopped on board and are already making massive steps towards securing their financial future.  Thank you Craig and we look forward to working with you closely for many more years to come.

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Client First Financial Planning

Reviews, get directions and contact details for Client First Financial Planning

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