"The scope and depth of service provided by Via exceeded our expectations. Our individual circumstances and needs were tailored to, and the insurance and investment options were suitably matched. The process undertaken to achieve this included personalised and thoughtful client consultation, and thorough research by the team.
Via have boosted the confidence we have in our future and we appreciate their ongoing support – especially when they see opportunities for us."
Brianna and Greg Lofhjelm
"I've been in the finance industry for over 14 years, and have come across many financial planners – but none have stacked up to be as proficient and reliable as the Via team. Alongside many of my clients and family who have received excellent advice from Via, I myself have benefited from the recommendations provided by their friendly partners and staff."
"Via provided a strategic finance solution that challenged the traditional lending process. By maximising the borrowing capacity against our home we could invest in our business and other assets. With Via's continued guidance we have a monitored mortgage solution focused on repaying non-deductible debt first, minimising tax, maximising cash flow and accelerating the growth of our family's long term wealth."
Matthew and Sharmayne Frost
"During the years we have been associated with Via, the team has exercised a realistic and compassionate approach to our affairs - especially when my husband passed away. We were not wealthy, so we needed to make sure our finances were used to the best advantage. Over this time the team have put strategies in place to reduce taxes and maximise entitlements, always making themselves available when needed.
Via has made my life far more easier in troubled times and I am sincerely thankful."
"Peter Kirby has been our financial adviser for over 10 years. The advice he has provided is invaluable. Peter's expertise, knowledge and professionalism has ensured that we can confidently plan for the future. The service provided by the whole team at Via Financial Group has always been friendly and efficient. We have no hesitation in recommending Peter and his team to anyone who would like to discuss options for their financial future."
Clare & Colin
"We would like to thank the wonderful team at Via as they have had a significant and positive impact on our lives over the past 5 years, navigating us through some very complex financial and investment matters and setting us up with a comprehensive and comfortable financial strategy that meets our current and future expectations. We meet regularly and they provide us with detailed advice and guidance on all the financial matters we need to be across including superannuation, life insurance, tax implications, retirement and estate planning. Their expertise and attention to detail give us confidence, peace of time and trust that we are in very capable hands as we transition from the work force into pension phase. Their in-depth advice has helped us establish sound financial structures that have seen our portfolio grow, whilst ensuring we are catered for in the short, medium and longer term. The guys at Via are a delight to deal with, we have absolute faith and trust in them and enjoy the relaxed working relationship we have with them. They are always available and happy to discuss any matters that come up, simple or complex, and we feel confident they will be there to guide us and our family well into the future. We know our financial security is in great hands and we thank them for providing us with this peace of mind. "
Jill & Wayne
"We have been a client of Via’s for the past 5 years. Over this time Via’s team have continued to question our family’s financial goals and implement accordingly, a concise easy to understand financial plan. This was then backed by a robust life insurance program, giving us piece of mind, which in turn allowed our family to get on with enjoying life, knowing that our financial future is secured. We would highly recommend Via without hesitation, to anyone thinking of having their financial affairs reviewed. "
Trent & Jessica
"On behalf of my family and myself I would like to take this opportunity to thank Matthew Read for the financial advice which he provided for many years to my late mother. I believe that my mother was, if not the first, was one of Matthew’s earliest clients and he always provided her with excellent advice. Matthew has always conducted himself in a very professional manner but by the same token he has always been extremely down to earth and approachable. He always went out of his way to make home visits to my mother which was so convenient and less stressful for her. He was always friendly, caring and honest and put her at ease. She was an elderly lady who knew Matthew was always only a phone call away and that he was someone she could totally trust. In fact, she thought so much of Matthew she would often tell family members that she regarded him as her "other son". Matthew always explained things so she could understand, which meant she felt content with him being in control of her financial affairs. During the years that mum was his client he always kept me posted if there were matters that required my attention and on these occasions, I don’t think he ever failed to inquire about my mother’s wellbeing. When our mother passed away Matthew processed and arranged the necessary paperwork regarding her financial matters which helped us during this time. I have no hesitation in recommending Matthew Read as a financial adviser. He is more than willing to go the extra mile with his experience and knowledge. Matthew is also a very caring and friendly person who treats his clients with respect and in a very personal manner. We hold Matthew in high regard and appreciate his efforts over the years we have known him. "
"Matthew and I have been associated for over twenty years. Firstly, as our accountant, setting up and guiding us on such matters as family trusts, companies and tax.
When Matthew created Via Financial Group it was a natural choice to place the management of our financial affairs in his capable hands. The service that he and his company has provided on investments, superannuation, financial and general advice has been exceptional. Our lifestyle and financial peace of mind, over this long period, is due to the input of Matthew and his company. My wife and I have been amply rewarded for the trust we have placed in Matthew. "
"In early 2014, as a sole financial planner of many years serving a diverse range of clients, I became increasingly concerned about what would happen to my clients and business should something happen to me and I could no longer advise them.
The ultimate solution unfolded following a meeting with Dan Burden in mid-2014 and by late 2014 both myself and my clients had transitioned to Dan’s business then known as Life Risk Management. Following the initial meeting (and some research) my instinct (gut feeling) that Dan (and his team) and I held all the same values. They take proper care of your clients and they will take care of you and your business.
Three years later I know meeting Dan Burden in 2014 was miraculous for both myself and my clients. Dan and his business genuinely care about clients and do all they can to put clients in the best possible position. I particularly like the following about the business:
Don Bradman is widely acknowledged as the greatest cricket batsman of all time. In my view Via Financial Group are the greatest financial planning group of all time.
Hand on heart I highly recommend Via Financial Group to everyone (we all have a financial need and/or objective). Congratulations Dan and the entire Via team. "
"As my 40 year career in financial services, mostly in an Advisory capacity, approached retirement phase, I became acutely aware that I would quickly need to establish a new relationship with an Retirement Advisor service that could manage my own requirements into the future. I wanted to be confident with the advice I would get and have complete peace of mind that my affairs would be well taken care of. The introduction to Via team and Dan Burden has made this transition seamless and uncomplicated. Their level of professional competence and integrity has been outstanding, giving the whole process a most successful outcome. "
"In the year 2000 we were introduced to Matthew Read on a ‘Meet and Greet’ appointment. At this time my late husband, Ray Jenner, was not sure of our future plans. As time passed we decided to approach Matthew once again in an endeavour to help formulate our financial future. We were not wealthy clients so wanted to ensure that the finances we did posses were to be maximised to the best advantage. During the years we have been associated with Via Financial Group Financial Solutions, Matthew has exercised a realistic and compassionate approach to our affairs especially when my husband died last October. Over this time strategies have been put in place to reduce tax and maximise Centrelink entitlements. Matthew has always ensured that regular meetings have taken place to explain and make, if necessary, updates to our current position with MLC and has always made himself available when needed. This efficiency has obviously been a requirement to any staff he has employed. On a more personal note, I have formed the conclusion that Matthew is not only a first class truly honest Financial Planner but also regard him as a friend who has made my life far more easier in troubled times for which I sincerely thank him. "
"I have known Rowan Keast for over twenty years, and he has been acting as my financial advisor since his father retired. I have always found him to be honest and informed, and have no hesitation in recommending him to any client who is thinking of taking on an advisor who is both approachable and attentive to a client’s individual needs. "
"Rowan Keast has been providing exceptional service to our clients for several years now. His professionalism, attention to detail and genuine care for the client’s best interest is second to none. Rowan is a friendly, approachable and helpful advisor. We are more than happy to recommend Rowan to our clients. "
Greg – The Office Accountants & Business Advisors
"Rowan Keast has looked after myself and my families insurance needs for over 5 years now. He has consistently provided a high level of customer service and has explained the complicated world of insurance to me in simple, easy to digest terms. I feel safe in the knowledge that whatever the world throws my family I am well covered with Rowan and Via Financial Group on my side. "
Matt – The Office Accountants & Business Advisors
"Peter is a very easy person to deal with and approaches his client interactions with care. We actually had to claim on our Critical Illness policy after my wife was diagnosed with breast cancer. Thank goodness we had the insurance. Peter could not have been more attentive or thorough in the claims process during a very stressful time. I’d have no hesitation in recommending Peter and his team. "
"Michele and I have been with Via Financial Group since 2011. The advice and assistance provided by Daniel Burden and the team from Via has been invaluable.
My connection with Via commenced through my employers superannuation company assisting me with my transition to retirement plans. As I was located in Regional NSW, it was suggested that I seek advice from a non-metropolitan financial adviser. This decision turned to be a life saver for me. Michele and I were so impressed with the professional advice, Michele decided she would switch her superannuation from an industry scheme to a managed fund through Via Financial Group. To this day, it has been the best decision we could have made. Daniel and the team have also assisted us through other personal matters, that were not associated with our super. Daniel and the team reviewed our issues and provided sound advice that helped us through these very difficult times. It is our sincere pleasure to recommend Daniel Burden and the team to anyone seeking confidential super advice. Focusing on fostering financial surety, piece of mind, delivering above industry results cementing a secure retirement plan. We are greatly indebted to Daniel and the team, and we recommend them to anyone seeking financial security towards their retirement. "
Mal & Michele
"We first sought out Via Financial Group’s help with our finances to help smooth Stephen's path to retirement. They impressed us with their willingness to visit us in our home for appointments, the clear and concise suggestions for our future investments and also that no matter how small the problem may be they are always there to help. We have no problem in giving Life Risk Management the highest recommendation for future clients. "
Stephen & Gai
"We approached Via Financial Group with some trepidation in 2013 as we had had no experience with financial advisors and had heard all the stories about people losing control of their funds or, worse, losing their funds, especially during the GFC. we had been recommended this from a family member who is in the industry so that was the catalyst that got us here.
Our concerns were allayed from our first meeting with Dan and then Rob. We were keen to invest as ethically as we could, with a focus on sustainability and social justice. We were impressed that these concerns were heard and respected and, after several meetings and discussions, the resulting portfolio and the advice we received reflected this. After the initial planning process we had a strong sense of confidence that we had chosen the right people to manage our funds.
Since those early planning meetings our ongoing contact with Via Financial Group has been more than satisfactory. We always feel very welcomed by the efficient and lovely Clare and she and Rob organise any extra funds we might need for travel promptly. Our scheduled meetings, while professional assessments of our current position, still feel like we are connecting with good friends who know us well and understand our views around financial investing. We have been very happy with our portfolio’s performance and we have adequate income and back up funds for our needs.
We have been very satisfied with Via Financial Group in relation to all aspects of the management of our investment portfolio. From the initial fund establishment to the ongoing maintenance of the portfolio, we are confident that the Via Financial Group team has placed our needs and wishes to the fore while still optimising investment performance. Professional, friendly, responsive to our income needs…we are in good hands
Roslyn & Don
"My wife and I have been with Via Financial Group since 2006 and highly recommend their services. They have assisted us with complex financial structures and we have been more than happy with the results. We are very impressed with the personalized professional service, and how Via have tailored this specifically to suit our situation and future needs. In particular their finance division which has access to lenders not easily accessible to the general public. It was not until 2008 when we needed to refinance out of a high interest loan did I fully appreciate just how valuable quality advise and guidance can be, without Via Financial Group we would have had to sell our family home. I can not thank Via enough and recommend them to anybody whom needs finance or quality financial planning.
Ben & Ashleigh