MD Financial Planning

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Address: 189/191 Balaclava Rd, Caulfield North VIC 3161, Australia

Phone: 1300 887 528

Website

State: Victoria

City: Caulfield North

Zip Code: 3161

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

Mary De Angelis at Md Financial Planning has looked after my finances for over 9years.  I recommend her without hesitation.  If you've found Mary, you've struck gold.  Since Mary, life has been simpler, I have not been overwhelmed by finances/tax.  I trust her.  From the outset Mary has been friendly, unjudgmental and an excellent listener.  When we met, I was overwhelmed, Mary attended to my concerns, current and future, with a plan including sound investments which has provided a reliable income base and monies to draw upon since.  This began with my Financial POA and caring for my mother, my baby now a child, buying a home, moving interstate, finances for my child's future education.  Mary's extensive financial knowledge has meant I have since been required to do very little to navigate taxation and the financial system.  I am no longer overwhelmed, if there is a  concern, I call Mary,  resolved !

OMG , what would I do without this company the last six years . They are professional in every way and especially thoughtful in understanding all your needs . Nothing is too much or difficult for Mary and her company to handle . I would not have have survived financially with my separation from husband. Mary worked it all out for me and my future . She guided me with purchasing my apartment , investments and taxes . Can’t thank you enough Mary and your team

I worked with Mary the owner and she is extremely invested in the best outcome for every client she services.

I found my wife very upset recently after finally realising she has been ghosted by the main advisor there. After an initial meeting where all went well, she offered to set up some financial scenarios for her parents who had just gone into aged care. Then after hearing nothing for a couple of weeks my wife tried to touch base & emailed & then calling. The emails were never answered and her staff just make excuses when my wife would call. Now thanks to this delay, her parents Government subsidy respite has finished & we'll be paying big dollars for their accommodation because we haven't worked out the finances & got a plan in place. Also now we have to try find someone else to help with this because this company has wasted our time. So I would say after seeing the grief this has caused us, stay away from this mob.

The lead adviser MD provides all promises up front and then ghosts you and  never responds to emails, texts, phone numbers. TBH I am starting to this this company is fraudulent. Our issue has been in train for close to 2 years. I see other people have also experienced this. I think this company needs to be investigated by the financial services ombudsman

I have been with this company for close to 10 years and have found them to be very professional, knowledgeable and enjoyable to deal with.  Anything I have asked for they have achieved for me and now I am enjoying my retirement!!!

I have been delighted with the service I have received from MD Financial planning. They assisted me with very complex planning regarding 2 x Aged care placements. They simplified a very complex process  and have been a blessing in working through the plethora of rules that surround Aged care and Estate management.

I had been given the details of this company by a current client of theirs. I had tried to make contact with via text message to one party 3 times over the period of 3 weeks, to which i got no reply, despite seeing msg had been viewed. I also emailed another party from the company again with no response. I am HIGHLY disappointed with the lack of communication, i understand that its a busy time of year. However all that needed to be said was "at this stage we are not taking any new clients" or anything to that regards. to this day i am still yet to receive ANY response and would NOT recommend this company.

Mary is amazing.

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