Search Icon

Devon Wealth Financial Advisors

  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon

Ivanhoe, Australia

devonpartners.com.au
Life insurance agency· Aged care· Financial planner· Superannuation consultant

Devon Wealth Financial Advisors Reviews | Rating 5 out of 5 stars (6 reviews)

Devon Wealth Financial Advisors is located in Ivanhoe, Australia on Level 1/120 Upper Heidelberg Rd. Devon Wealth Financial Advisors is rated 5 out of 5 in the category life insurance agency in Australia.

Address

Level 1/120 Upper Heidelberg Rd

Phone

+61 383170665

Amenities

Toilets

Accessibility

Wheelchair-accessible toilet

Open hours

...
Write review Claim Profile
C

Cecelia Winkelman

I am more than satisfied with the service provided by Devon Partners. I feel secure in the knowledge that they are doing the best for me. I appreciate the personal attention and the understanding shown toward my circumstances. I look forward to our face-to-face meetings and come away feeling good about my financial situation. It is also the personal attention that I receive makes me feel that I am on the right track. Devon partners show themselves responsive to any questions I raise and to any changes in my personal circumstances. I am not just a client to Devon Partners, I am person. I highly recommend them. Cecelia Winkelman, retiree

K

kim robertson-tocci

When I finish my employment with Qantas, I needed to review and change my superannuation. Devon Partners were very helpful. They look after my super and help and advise me on the best returns for my money. Would recommend them to anyone. Extremely helpfully and a pleasure to deal with.

A

Andrea Kewish

Andrew is extremely professional. I found him to be knowledgeable and was able to handle my enquiry promptly. Easily accessible by phone or email. Highly recommend.

L

Lauri K

Devon Partners have provided impeccable service for the three years that I have been with them. Andrew has been approachable, ready to support in a variety of ways for the complicated financial affairs that I am responsible for. Communication is prompt, clear and easy. I would certainly recommend Devon Partners financial planners.

A

Aimi Holmes

We have nothing but praise for the service and advice we have been offered by Devon Partners. We feel confident that we are now in able hands to support us with financial advice now and into the future.

F

F S

We recently needed to look at aged care options for my dad after a serious fall. With existing complex financial structures Devon Partners were able to quickly work through scenarios that addressed my parents cash flow, capacity to pay, and potential tax implications including capital gains tax. A difficult time but made so much easier with a thorough understanding of aged care rules and regulations combined with a sensitive mindset.

Top 10 companies in Life insurance agency category

Close