Testimonials

What our clients are saying about us

We have been with Beach Wealth Advisers for over ten years.

Leading up to retirement Beach Wealth Advisers assessed our financial position and offered a number of options to secure and optimise our finances.

The objective was to retire with a portfolio of investments that would provide us with a comfortable financial income whilst paying little or no tax once we retired.

Our experience with Beach Wealth Advisers was friendly, professional and stress free.  We are now both retired and have a solid income which allows us to choose our lifestyle, instead of our financial position restricting our lifestyle.

Beach Wealth Advisers constantly monitor our portfolio and we are welcome to contact them at any time if we have any queries.

It is a pleasure to deal with Beach Wealth Advisers as all staff are friendly, helpful and professional.

Brendan and Kathy, Hamlyn Heights

In late 2015 we entered into an agreement with Beach Wealth Advisers to administer and advise on my elderly mother’s financial affairs after the death of her husband.

We were recommended to meet with Greg Duff, and we can see why he comes with such great praise.

Neither my mother or myself have any formal financial experience so we were completely in Greg’s hands. Added to that were the complexities of my late step father’s Will, which required a one off individual actuarial review by Centrelink which was unique. Greg liaised with Centrelink and managed to get us a favourable outcome. At all times he kept us fully informed of where we were at.

Greg was able to visit my mother at her house to discuss her circumstances and his advice, which was particularly convenient.

Not only would we thoroughly recommend Greg on a professional basis, we would also recommend him due to his personal warmth and friendship.

David and Patricia, Grovedale
Kane has always been considerate of my lifestyle needs and available resources, when providing informed and sound management of my financial situation. He explains financial strategies to me in a clear and informed manner, and I have found him to be readily contactable. Coupled with his skills in financial management, it is the effort Kane makes to understand his clients individual lifestyle and interests, that is important to me.
Liza, Ocean Grove
Tim has always taken the time to explain things thoroughly and in plain English. He and his team are very responsive to keeping me updated and I am very happy with how my financial affairs are progressing since starting to work with Tim. He gives me great peace of mind knowing that everything is being looked after.
Tanya, Parkdale
I have worked with Beach Wealth Advisers since its inception. Being a novice at investment but anticipating a long retirement Tim has helped me develop an appropriate portfolio. I have appreciated Tim’s ability to translate the complicated to sufficient simplicity for me to feel confident in the planned direction. Tim and his staff respond quickly and courteously to requests, and regularly keep me informed of progress. The end result means I can sleep well at night.
Alison, Ocean Grove
I couldn’t recommend Kane’s services more highly, and have done so for several of my friends, family and colleagues. Kane is personable and easy to relate to, and yet I have found his professional ability to grasp and interpret the complexities of financial planning to a layman like myself, extremely valuable (and a relief).
Peter, Geelong West
We have benefited greatly from the care and advice Tim has provided at Beach Wealth over many years.  His knowledge of the various superannuation and investment products, tax related matters and insight into our particular circumstances has enabled us to pursue a lifestyle we were not aware of being possible.  Apart from that…he is a good guy!
Chris and Karen, Barwon Heads
Beach Wealth Advisers have been very professional in managing our superannuation. Tim and Kane could not be more helpful. Over the years we have been dealing with Beach we have been kept current with information relating to our superannuation on a regular basis. Meetings with Tim have always been timely and informative.
Chris and Marion, Highton
We are completely satisfied with all our dealings with Tim and Kane. They are open and honest and we feel that they fully understand our situation and needs.
Lindsay and Kaye, Drysdale
We recently visited Kane to look thoroughly into our pension payments and superannuation investments. Kane was extremely knowledgeable in every aspect of pensions, tax, Centrelink planning that we required. Kane took the time to explain everything to us so that we clearly understood everything that he recommended. I would highly recommend Kane’s services to anyone who needed financial planning, we couldn’t be happier with the service we received. Thank you, Kane.
Ray and Ann, Torquay
Tim has consistently given advice specific to our family circumstances, in contrast to previous ‘one size fits all’ advice from other organizations.
Rod, Geelong
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