Anchor Wealth
📍 Financial advisors in Adelaide
Anchor Wealth provides a truly valuable service for navigating complex financial planning. Their team demonstrates a strong commitment to simplifying intricate details and offering tailored advice. The experience felt incredibly professional and reassuring, leading to a deeper understanding of my superannuation options and overall financial strategy.
I appreciated the patient and thorough explanation offered. They focused on ensuring I fully grasped the implications of each decision, rather than pushing a particular product. It's evident they prioritize client education and building a trusting relationship; a clear advantage when dealing with important financial investments.
Information about financial advisor in Adelaide - Anchor Wealth
- Online appointments
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Toilet
- Appointment required
- Appointments recommended
Customer Reviews
Anchor Wealth has a rating of 4.9 out of 5 based on over 48 reviews on Google
After one meeting I decided not to do business with Milad. I deleted the previous post because he replied untruthfully to my review and lied. I found him completely untrustworthy and would never do business with him.
Milad was brilliant in explaining my current situation for my super and insurances. He then, was able to explain what my options were and the most suitable option for me to consider in order to improve my financial situation. I cannot recommend Milad enough. He was very thorough and had a wealth of knowledge.
I have found Milad at Anchor Wealth great to work with on my transition with setting up Superannuation funds. The process has beem seemless and the communication 2nd to none. I highly recommend using Milad at Anchor Wealth
Very knowledgeable and easy to deal with makes the whole super mess understandable and less daunting. Milad is easy to talk to and very professional. Very happy with his service.
Anchor Wealth and its director Milad Rezaei are passionate advocates for making simple changes to your super to be better off in retirement. With Milad's help I have moved my superannuation funds to better-structured investment options designed to maximise my returns and tax benefits, follow the law and grow my super balance. Anchor is making a difference across the country and is sure to achieve its mission to leave Australians better off in their retirement.
I am grateful I found Milad from Anchor Wealth ......I finally feel my money is safe. I don't worry anymore! Thank you for your great service, patience and fast action in securing my Super.
The guided transparent and structured process Milad took us through made this a very easy and simple decision. When we asked questions, answers were provided in a very timely manner with substantive evidence/rational. With hindsight - would make the same decision to go with Anchor Wealth again!
Information about Anchor Wealth
Address
Anchor Wealth is located at Suite 406/38 Gawler Pl, Adelaide SA 5000, Australia
Phone
The phone number of Anchor Wealth is +61 1300 561 820
Website
The website of Anchor Wealth is: anchorwealth.com.au
Business Hours
Monday: 09:00–17:30
Tuesday: 09:00–17:30
Wednesday: 09:00–17:30
Thursday: 09:00–17:30
Friday: 09:00–17:30
Saturday: Closed
Sunday: Closed
