9 Reviews

Jeremy Green

Best Interest Financial Planning Pty Ltd

Silver

14 Yrs Experience

Bondi Junction, NSW 2022

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5.00 June 2023

A few weeks ago I called Jeremy out of a list of Financial planners I searched on Google. Jeremy was the only one who personally made himself available and took almost an hour to talk to me and find out about my situation. He then reviewed my financial circumstances without any fee or commitment and provided me with detailed and professional advice. He was pleasant, caring and knowledgeable. I am so impressed that anyone would take the time without asking anything in return.

I highly recommend Jeremy to anyone with regards to future Financial planning. Nadia D

4.75 September 2020

Jeremy has given me advice on investment and financial advice and also insurance policy he's insight and knowledge was helpful to me to make up an informed decision regarding these matters.

4.25 March 2017

Jeremy is my trusted advisor, i have total confidence in his advice and expertise.

4.75 January 2017

I have full confidence in the way Jeremy manages my financial affairs. He is a man of integrity. I have recommended his services to friends.

5.00 January 2017

I find Jeremy very clear in all his explanations and advice.

Best Interest Financial Planning Pty Ltd

Westfield Tower 2, Level 15, Suite 1508, 101 Grafton St
Bondi Junction, NSW 2022

9:00am – 5:00pm Monday – Friday

Adviser status Silver
Rating 4.75
Number of reviews 9
First year providing advice 2010
Years of experience 14
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets

Fees depend on the complexity of the advice you require and the areas of advice that you need, NOT a percentage of your assets. Where possible, any commissions built into your investments will either be switched off or rebated back to you.

Engaged Financial Services Pty Ltd

AFSL 523965

Jeremy Green

Best Interest Financial Planning Pty Ltd

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