Best Financial Services in Hobart

Best Financial Services in Hobart
Two persons managing their finances. Source: Pexels

Below is a list of the top and leading Financial Services in Hobart. To help you find the best Financial Services located near you in Hobart, we put together our own list based on this rating points list.

Hobart’s Best Financial Services:

The top rated Financial Services in Hobart are:

  • GDA
  • Fiducian
  • Main Street Financial Solutions

GDA

GDA
GDA

GDA is a boutique and diverse financial services firm that offers personalized service using modern financial strategies to make a positive difference in our client’s financial lives. This may include building wealth, improving retirement income, superannuation investment advice and management, saving tax including both business tax planning and personal taxation, business succession planning, having the best home loan or best mortgage in place for you, making the most of superannuation contribution rules, advice for your investment property portfolio or use of self managed superannuation fund (SMSF). They also provide investment and fund management services, with a focus on reliable long term strategies.

Products/Services:

Strategic Financial Advice, Investment Advice, SMSF Administration & Advisory, Accounting & Taxation, Business Advisory, Finance & Lending, Funds Management, Partnering with Professionals

LOCATION:

AddressLevel 2/94 Liverpool St, Hobart TAS 7000, Australia
Phone: (03) 6234 4413
Website: www.gdagroup.com.au

REVIEWS:

“Tax can be hard and frustrating, especially if you’re running a small business. Not for me, because I’m a GDA client. Therefore I can focus more on my business and less on my tax, knowing that I have the best team of accountants helping me with that.” – Dan Fruehauf

Fiducian

Fiducian
Fiducian

Fiducian is an ASX-listed specialist financial services organisation that continues to deliver premium wealth services and solutions for our clients and solid returns for our shareholders. Their securities are quoted on the ASX under the code FID. They are a national company with offices in capital cities and regional centres around Australia.

Products/Services:

Financial planning, Investment funds management, Superannuation, Investment platform administration, Information technology solutions

LOCATION:

Address41B Salamanca Pl, Battery Point TAS 7004, Australia
Phone: (03) 6224 9506
Website: www.fiducian.com.au

REVIEWS:

“I can highly recommend these guys and girls, they have been excellent in helping me through some tough times and decisions, I’ve probably given them quite a few problems to work out.
The customer service, eg, follow ups have been efficient when needed, and they also knew when I needed some time not talking numbers as well.
So my experience has been very easy with Fiducian, thanks heaps Drew and Sarah.” – Gary Easton

Main Street Financial Solutions

Main Street Financial Solutions
Main Street Financial Solutions

Main Street Financial Solutions is a boutique financial advisory business which was founded by award winning advisers Charles Badenach and Rebecca Fergusson. The business was established through a shared desire to create a financial planning business that was aligned with the founder’s goals and values.

As a privately owned business they make decisions that are not influenced by third party relationships, in house products, or other conflicts of interest. With a legal and accounting background, the founders recognize that all clients are unique and the objective of the business is to provide individual clients with individual financial planning solutions. They offer personalized, professional, accessible, holistic financial planning to busy professionals, small business owners, families, charitable foundations, pre-retirees and retirees.

Products/Services:

Personal Strategic Financial Advice, Wealth Management, Personal Wealth Protection

LOCATION:

Address144 Collins St, Hobart TAS 7000, Australia
Phone: (03) 6173 0070
Website: www.mainstreetfs.com.au

REVIEWS:

“Anthony from Main Street Financial Solutions has been providing me with great financial advice for a number of years now. He has always taken the time to help me understand different financial strategies that can contribute towards building better financial security long term. One highlight in my journey with Anthony is that I have always wanted to invest in shares but had no idea where to start. Anthony helped me understand the share market and walked me through how to get started. It did not take long before I had my first lot of shares and my investment portfolio has been growing ever since. Anthony is friendly, approachable and has a wealth of knowledge. I highly recommend Anthony if you are looking for genuine financial assistance!” – Reynald Lastra