Case Studies
The following advice is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances.
Arron
Meet Arron, a business owner in Melbourne, who has navigated a transformative journey from corporate life to entrepreneurship. Aaron's story is one of overcoming financial uncertainty and embracing the freedom of running his own business, all with the guidance of Discover Financial Planning.
D & P
Meet D & P, a couple approaching retirement, who found themselves at a crossroads with their financial future. Like many, they faced the daunting task of managing their assets and strategising for retirement. “We both were getting towards retirement age and I think we were struggling at that stage to work out what to do with our assets," they shared.
What our clients say
-
The advisor took the time to thoroughly assess our financial situation and provide tailored recommendations that have made a positive impact on our financial well-being. We were advised with easy... Read more
Wendy O'Brien
We have been with David Meffert and more recently Discover Financial Partners for nearly a decade. We are very happy with how they have managed our financial assets,... Read more
Darryl Cuzzubbo
I had not previously had great experiences with Financial Advisers in the past, so was dubious initially about Discover - but have had nothing but a great experience! Manela and... Read more
Sheila Gawthorne
Professional and friendly service. We trust that Discover Financial Partners provide us with honest financial advice and recommendations to ensure that we are financially sufficient now and in the future.... Read more
Alex James
-
Sensational business. Matt and co have been looking after us for years and have grown our port folio in a meaningful way. They have a grounded approach and are very... Read more
Campbell Davies
We can't express enough how grateful we are to have worked with Manela at Discover Financial Partners. She demonstrated her expertise from the beginning by helping us navigate our messy... Read more
Peter Burns
Discover have been great in providing prompt and sound advice. In particular, it's been a pleasure working with Manela, who understood our situation with ease, and tailored solutions.
Nicole Anderson
A truely honest, reliable and friendly company with fantastic people who all work together to help me achieve my goals. Would highly recommend.
Kim McGain
-
Tim from Discover helped my wife and I set up our finances in such an easy and simple way. Helped remove the confusion and stress that can so easily surround... Read more
Jordan Barrett
10/10 very understanding 🙂
Sophie Herzog
I would highly recommend Tim Barresi from Discover. Tim is always very professional and takes a genuine interest in the goals and objectives that are important to me. The financial... Read more
Nick Peters
The team is very knowledgeable, approachable, and prompt with their communication. They actively listen and respond to my thoughts and concerns. I feel very much that my future is in... Read more
Robyn Shallard
-
Very helpful in planning our wealth options for the future
Rowan Reid
We highly recommend Tim Barresi from Discover. He does exactly what he says he will do. He is organised, on time and has excellent communication skills. Tim is able to... Read more
Deborah Warner
Can’t talk highly enough of Discover and the service they provide. I met with Tim Barresi who is one of the adviser’s at Discover. He was well educated, very professional... Read more
Mathew Zammit
"I would like to thank Louella Jorge for the great help with advise in managing my superannuation. Louella showed genuine interest and was very professional which made the whole... Read more
Janette Nowicki