Financial Solutions by Design - North Sydney (NSW)

Rick Steve and Garrett have been incredibly supportive and knowledgeable throughout our financial journey. They’ve helped us gain clarity around our retirement plans, offered valuable investment advice, and made sure our family is well protected with the right insurances. It’s a huge comfort knowing we have a solid plan and trusted professionals guiding us. They’re both super approachable and easy to talk to, no pressure, just honest advice. They’ve taken the time to understand what matters most to us and have been great at explaining everything along the way. It’s obvious they genuinely care and know their stuff, which makes a big difference when you’re making important financial decisions. If you’re looking for financial advisers who genuinely care and make the whole process feel simple and stress-free, Steve and Garrett are the ones to call.

Aakriti Adhikari I would highly recommend to everyone who are looking for reliable service. Very professional and helpful team.

Rachel Tinginis Lachlan made the process of refinancing our home loan and investment loans a seamless process. He communicated with us at each step and ensured we gained the most appropriate product for our needs. He was also able to negotiate one of the lowest interest rates. We would recommend Lachlan for any finance or refinancing needs.

A Sim Horrible place filled with rude and disrespectful staff. I was harassed over a mistaken account of $31 that I was not made aware of until their calls. I wish the organisations that used their services knew how these people treat their clients.