Wealth Hub Australia Reviews 

37
TrustScore 4.5 uit 5

4,5

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Beoordeeld met 5 van de 5 sterren

Myself n my wife can’t recommend WealthHub enough. Our inquiries , countless questions, always answered promptly and so we can understand. We have a lot of dealings especially with Jodie and Tomi ( a... Toon meer

Beoordeeld met 5 van de 5 sterren

I am only upset I hadn't found Wealth Hub sooner. Our finances were all over the shop, we knew we should be doing "something" but had no idea. The team were fantastic taking us through our options, bu... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

Wealth Hub Australia are fantastic. Was sceptical at first, as never done anything like owning a rental property to help our future finances. Sebastian is always at the end of the phone or via zoom... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 2 van de 5 sterren

I responded to an online ad about paying off my home sooner and building wealth. I then got hit up with a generic sales process which didn't consider my needs or concerns at all. Nor did that pro... Toon meer

Bedrijf heeft geantwoord

Bedrijfsgegevens

  1. Consultant

Informatie afkomstig van verschillende externe bronnen

Wealth Hub Australia is an independent advisory service connecting clients with industry leading professionals to help them achieve their financial & lifestyle goals.


Contactgegevens

4,5

Uitstekend

TrustScore 4.5 uit 5

37 reviews

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4,5

Alle reviews

(37)

1 review in de afgelopen 12 maanden

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Beoordeeld met 5 van de 5 sterren

Very satisfied with Wealth Hub…

Very satisfied with Wealth Hub Australia.
Very professional and informative, understanding of our needs and goals. Very happy with the whole process.

4 augustus 2023
Review zonder uitnodiging
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Antwoord van Wealth Hub Australia

Dear John,

Thank you for taking the time to leave us this fantastic review. We're incredibly pleased to hear that you're satisfied with the service you received from Wealth Hub Australia.

Our team is dedicated to offering professional, informed guidance, tailored to each of our clients' unique needs and aspirations. It's fantastic to know that this resonated with you throughout your journey with us.

We're delighted that you're happy with the entire process and we greatly appreciate your positive feedback. It encourages us to keep striving to deliver excellent service.

Thank you once again for your kind words. We look forward to serving you in your future financial ventures.

Best Regards,

Wealth Hub Australia

Beoordeeld met 5 van de 5 sterren

We'll definitely be working with Wealth Hub again

Chris and the team at Wealth Hub have help us acquire another investment property. We spoke with a few similar companies and are extremely happy we chose Wealth Hub. They're knowledge and professionalism are second to none.

15 juni 2023
Review zonder uitnodiging
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Antwoord van Wealth Hub Australia

Dear Scott,

Thank you for taking the time to leave a wonderful review for Wealth Hub Australia! We are delighted to hear about your positive experience with our team, especially with Chris leading the way.

Providing exceptional service and professional guidance to our clients is at the heart of what we do. We're thrilled that we could assist you in acquiring another investment property, and we truly appreciate your trust in our expertise.

If there is anything else we can do to further support your financial goals or if you have any questions in the future, please do not hesitate to reach out. We are here to help and assist you every step of the way.

Once again, thank you for recommending Wealth Hub Australia. Your kind words mean a lot to us, and we look forward to continuing to serve you in your financial endeavors.

Best regards,

Customer Support Team
Wealth Hub Australia

Beoordeeld met 5 van de 5 sterren

Wealth Hub Australia are fantastic.

Wealth Hub Australia are fantastic.
Was sceptical at first, as never done anything like owning a rental property to help our future finances.
Sebastian is always at the end of the phone or via zoom if we have any worries or questions. Looking forward to the future.

3 augustus 2023
Review zonder uitnodiging
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Antwoord van Wealth Hub Australia

Dear Lisa,

Thank you so much for your kind words and for taking the time to share your experience with Wealth Hub Australia! We are thrilled to hear that you find our services fantastic and that Sebastian has been providing excellent support.

We understand that venturing into owning a rental property can be a new and uncertain experience, but we are here to guide you every step of the way. Your trust in us means a lot, and we are committed to helping you secure a brighter financial future.

If you ever have any more worries or questions, please don't hesitate to reach out to us. We are always here to assist you, whether it's over the phone or through Zoom.

Thank you again for choosing Wealth Hub Australia, and we look forward to continuing this journey with you towards a prosperous future!

Best regards,

Customer Support Team
Wealth Hub Australia

Beoordeeld met 1 van de 5 sterren

Poor Ethics and unprofessional.

I went through the first talk discussing all I earnt, owned etc, and they set up a zoom meeting for 2 weeks later to speak with strategist. I did not wish to discuss my financials at work, so I took time off Monday, only to find out late Sunday that my calendar said CANCELLED. No reason why, no email, no phone call or message. I replied asking why and all they said was, they apologise but that they decided I was not an appropriate fit. You had two weeks to decide this, and do me the curtesy of calling me prior not just cancel the invite. Very disrespectful and unprofessional. I believe I dodged a bullet with this attitude... I would be very careful working with this company, as if they have poo ethics and if they do not want to help, they just drop you.

11 maart 2023
Review zonder uitnodiging
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Antwoord van Wealth Hub Australia

Hi Vicki,
We would like to apologise for your negative experience at Wealth Hub. We'd like to learn more about your specific situation and make things right. If you wouldn't mind giving us a call at 1300 202 318 at your earliest connivence, it would be greatly appreciated. We look forward to speaking with you and working towards a better experience for you :)

Beoordeeld met 5 van de 5 sterren

Wealth hub has been a wealth of experience.

Wealth hub has been a wealth of knowledge in relation to getting our SMSF up and running, I would encourage the use of their services and have trust in the process. Setting up a SMSF is complicated from my point of view and having the support from the entire wealth hub team has been invaluable. The ongoing support to manage the fund and take care of the payments and tax returns is a huge weight lifted off my shoulders, while I can have an understanding of what is occurring with the process is fine but the logistics of making the fund compliant and effective is so important and to have this the hands of wealth hub is refreshing.

10 maart 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Wealth hub has been a wealth of knowledge.

Wealth hub has been a wealth of knowledge in relation to getting our SMSF up and running, I would encourage the use of their services and have trust in the process. Setting up a SMSF is complicated from my point of view and having the support from the entire wealth hub team has been invaluable. The ongoing support to manage the fund and take care of the payments and tax returns is a huge weight lifted off my shoulders, while I can have an understanding of what is occurring with the process is fine but the logistics of making the fund compliant and effective is so important and to have this the hands of wealth hub is refreshing.

10 maart 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Prompt response to my complaint

Waste of time. Responded to an online ad. Received advice I would be contact in the next 2 days. Received calls 2 weeks later and then was told that they couldn't do anything for me, no reason given.

Updated 19/10/22 Received call from Company Director apologising for the way in which the initial call was handling, stating that it was a new staff member and seeking feedback for training purposes. They still were able to offer assistance at this time, but advised me of the reasons why. I was very pleasantly surprised by the action they took to improve my experience with their company, hence my amendment to my original review.

18 oktober 2022
Review zonder uitnodiging
Beoordeeld met 2 van de 5 sterren

Poor due diligence, dangerous business model

I responded to an online ad about paying off my home sooner and building wealth. I then got hit up with a generic sales process which didn't consider my needs or concerns at all. Nor did that process explicitly address how I could pay off my own home sooner.
I think this company relies on its clients being ill-informed about major financial decisions and the current economic climate. They were pressing me to buy land and build a house to rent (at a shocking return) at a time when builders are going bust and construction materials are increasing in price. My concerns were not acknowledged and when I asked for some more detailed information in a follow-up, it never transpired.

These guys may know how to sell financial solutions but I feel they do not have their clients' best interest in mind - at all.

Avoid at all costs.

28 juli 2022
Review zonder uitnodiging
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Antwoord van Wealth Hub Australia

We’re normally known for our exceptional attention to detail, and we regret that we missed the mark.

We would love to get in touch to get your feedback to help us do better.

However, you have not provided a name for your review. If you prefer to email info@wealthhubaustralia.com.au we can respond to your concern and also provide you with further clarify on your queries.

As always, we are more than happy to help.

Wealth Hub Australia

Beoordeeld met 5 van de 5 sterren

These guys really care and really…

These guys really care and really listen.
I am not knowledgeable in these areas, but they took me through it piecemeal in a way that I could understand - very, very happy with the outcome - client for life, and I thank you so, so much for everything Chris. The whole family does.

12 mei 2021
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Seamless and hassle free from start to finish

outstanding results from our meeting with your company's representative. Not only were our objectives met - they were exceeded. we could not be happier with the outcome and will not hesitate to recommend your company.

8 januari 2021
Review zonder uitnodiging
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Antwoord van Wealth Hub Australia

Thanks for the awesome review, Jade! We work hard to meet expectations like yours, and we’re happy to hear we hit the mark for you. See you soon. Cheers!

Beoordeeld met 4 van de 5 sterren

Need to listen to their clients!

I saw an ad on Facebook relating to using tax breaks to pay off a mortgage early. It intrigued me so I downloaded their eBook. I subsequently received a text advising I would be called within a couple of days to follow up. When the call arrived I was asked what prompted me to download the book and asking me for some personal financial details.
I provided some general figures, explained where my interest lay and agreed to allow someone to come out and explain to me further.
When the advisor arrived he began to explain a wide range of services the company could offer, that would be provided by multiple visits. This ranged from budgeting, income protection, investment strategies etc. I explained I did not want to partake in a full financial review. I was specifically interested in the content of the advertisement to pay less tax and pay off our mortgage earlier than planned and would like to focus our attention on that. I want to understand a bit more about the company and what they are offering before I start handing over lots of personal information.
The consultant became flustered and a little abrupt as I was not allowing him to go through his full sales process. He said he could not offer advice without the personal information to know could be done across the "four pillars" as they all linked.
I reiterated that I didnt want to look at all aspects of their service, and asked that he could focus on my area of interest. Having finally agreed to an area we were prepared to explore, he presented a $249 fee request. He wouldn't give us any information whatsoever. I told him I wouldn't pay any fee - regardless of amount- until he could provide me with a general overview of how he felt he could help. I was told that was IP and he couldnt divulge anything until payment was made. This confounded me as he hadnt presented any information whatsoever about the company, their pedigree, or success yet he wanted me to provide detailed personal information and pay a "nominal fee" for advice that many other customers had no problem paying! No information to explain how his company is different from any of the thousands of financial services companies out there to instil confidence or belief they could deliver any value. He told us we could find more about the company on the internet!
Eventually, he handed a business card over and said to get in touch if we decided to move forward. Bit of a waste of time for both of us I would say!
My feedback to the company would be you need to be prepared to give a bit information if you expect potential clients to do the same. Try to give you clients what they want, not what you want to sell. If they ask for advice, then go for it. But if there is a specific purpose to the meeting, start there. You may eventually win other business when a relationship is built and trust established.
Aside from overzealous fact-finding efforts and lack of benefits offered, he was a nice guy and not rude even though he was clearly frustrated. I think they just need to listen more to their clients and be adaptable in their approach to accomodate this.
Appreciate Wealth Hub reaching out after providing my feedback, acknowledging the feedback and seeking to amend and improve their client service

23 oktober 2020
Review zonder uitnodiging
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Antwoord van Wealth Hub Australia

Dear Gail, thanks for sharing your feedback. We’re sorry your experience didn’t match your expectations. It was an uncommon instance and we’ll do better in the future.

Please feel free reach out to info@wealthhubaustralia.com.au with any further comments, concerns, or suggestions you wish to share. We would love to make things right if you give us another chance.

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