Hear from our clients — Aqua Wealth
Financial Planning, Mortgage Finance & Life Insurance. With over 100 years combined experience, we've got you covered.
finance, financial planning, planning, wealth creation, insurance, mortgages, banking, superannuation, SMSF, lending, LMI, mortgage, mortgage finance, loans, home loans, interest only, budgeting, cashflow management, cash flow, TTR, pension, aged care, retirement, super
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Hear from some of our clients
Don't take our word for it. Watch and read what just a few of our clients have to say about us...
As many people know, buying your first property, whether it be an investment or home, can be scary. The team at Aqua Wealth not only removed the fear from investing but made the process simple.
Aqua Wealth has and continues to provide me endless support to ensure that I have all options to make a well informed, unbiased, decision. Even more importantly is that the friendly, detailed and customer first attitude makes my dealings with Aqua Wealth enjoyable. Thanks for all the hard work and I look forward to working with you in the near future.
Daniel Trevaskis
We decided to have a tree change and move, finding a house in the country which has been the best decision of our lives. Knowing how difficult it can be dealing with banks, we relied on the team at Aqua Wealth who did all of the hard work for us. Following our very first meeting with Frank we were comfortable and confident in his advice. Our retirement savings continue to grow and we're living a comfortable lifestyle. Don't be fooled - not all financial advice is the same! Thank you to everyone at Aqua Wealth!
Lionel & Jill Edwards
It is always easy and delightful to deal with any member of staff at Aqua Wealth. You make what can be a stressful and confusing application and process easy and stress-free. The attention to detail and consistent polite manner displayed in all interactions with your staff speak wonders for your business. I have been a long-term referrer of your business and I will continue to do so as I believe you provide a high standard of service which would be difficult to find elsewhere.
Louise Ellis
Thank you for taking the time and patience to present us with the new investment strategy and plan. I must say, since the commencement of our trust fund, the world of investment and shares etc. has been quite daunting for a non-financial person such as myself, but I think your company has had the capacity to break down those barriers to make it easier to digest and understand, both in a professional and warm and friendly environment.
Carmel Sassani
"A number of our Residents and their family members have benefited greatly from using the specialist services of Frank and his team at Aqua Wealth. They have been extremely professional and caring in guiding these clients to make the best decisions available to them when considering their Aged Care options. They can help you make the right choices."
Janette Lahoud - St Paul's Hostel for the Elderly - Thornbury
The team are an extremely and professional team, able to provide me with clear communication, understood exactly what my needs were, and were able to actually map out a plan that made sense to me at the right stage in my life.
Without the team at Aqua Wealth I feel like my financial security wouldn’t be as great as what it is today, and I thank them for their professionalism and the fantastic service they’ve offered me as a client, I highly recommend Aqua Wealth.
Stephen Carter
The team at Aqua Wealth have helped me on my journey from buying my first home, to buying my first investment property. They've always been there to give great, unbiased advice and opinions, making the whole thing a smooth and easy process.
It's because of that service that I've referred all my friends and family to Aqua Wealth because I know they can take complicated financial scenarios and make them understandable and achievable.
Edward Baliviera
We love building new relationships and helping new people map out their financial future. Interested?