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Since 1988...
Location
Upstairs, 132 Lava Street,
Warrnambool VIC 3280
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What people say about us
Posted on Google Maree-Ann DicksTrustindex verifies that the original source of the review is Google. This review of 5 stars is really well earned by the team at Silvan Ridge Wealth. Ben has been fantastic to work with. We had our first couple of meetings over Teams online getting to know each other and what could be offered to me to get my retirement plans on track for within the next couple of years or so. We made a few changes within what I was already doing. He offered me several options but indicated that staying where I was but with a more managed approach would be the better option fee wise and would still generate the income I was looking for. So he didn’t sell products just because he could. No pressure on my decision and always with a clear explanation and evidence to back up his reasoning for the options on the table. We did finally meet in person a few months later when I came home for a visit with the family. He was very welcoming and so far everything is working out great with my investments. I can’t speak highly enough of the team at Silvan Ridge for their professionalism particularly when I live in another state and we had to rely on the post and internet to get all the paperwork sorted. It was never an issue if I had to phone them for something or to clarify what was happening. Well done team. It is greatly appreciated for everything you have done for me.Posted on Google Dot JenkinsTrustindex verifies that the original source of the review is Google. Open, honest discussion about my retirement, thank youPosted on Google ValTrustindex verifies that the original source of the review is Google. We have been clients of Silvan Ridge for over 10 years. Emma, along with her team, have looked after our Superannuations, Like Insurance, and have guided us through some stressful financial matters during that time. We can't speak more highly of Emma and her support team. They have shown professionalism, understanding, and care towards us. We can't thank her and her team enough and can not recommend Silvan Ridge highly enough. Thank you. Peter and ValPosted on Google RTLTrustindex verifies that the original source of the review is Google. The team at SilvanRidge have been fantastic!!! Carina has been amazing in navigating Centrelink directly for us, analysing contracts and providing guidance with our mothers Aged Care financial needs. Carina found anomalies in what we had already paid versus what we should have that meant we were due a refund from the home - the service has paid for itself in spades! Even though I’m in Melbourne, the process has been a breeze - email and phone communication has been fantastic and Zoom for face to face meetings as required. I would not hesitate in recommending SilvanRidge for financial assistance, Carina in particular!!Posted on Google Allan McKayTrustindex verifies that the original source of the review is Google. We have been clients of Silvan Ridge for over 12 years. We have been specifically looked after by Gene Youl and ably assisted by Pam Baker. The advice we have received from Gene has been first class and reflects his deep technical knowledge, but more importantly, he listens carefully to us to ensure he understands what our needs are before he starts offering advice. We value this as it has built our trust in Gene, placing our needs as his first priority. Pam has looked after all the administration of our plan, including processing withdrawals, handling our social security admin, changing our contact details, preparing reports for us etc and she has always been extremely pleasant when communicating with us. She is a treasure. We have great confidence in the Silvan Ridge team looking after our life's savings and caring for us as people, not just customers.Posted on Google Jason DortmansTrustindex verifies that the original source of the review is Google. We have been using Silvan Ridge for financial services for over 15 years and have always been impressed by their professionalism and sage advice. The long term strategy developed and implemented with Silvan Ridge has been very successful.Posted on Google Leah RoszakTrustindex verifies that the original source of the review is Google. Exceptional. The Silvan Ridge Wealth team, are extremely client focused + professional ensuring you understand all the proposed advice options. Their technical expertise, attention to detail + timelines have definitely placed us in a stronger financial position than we could have ever imagined. We HIGHLY recommend Silvan Ridge to anyone who is contemplating their personal financial future. Absolutely worth a call + meeting. Huge thanks to Gene, Pam, Lewys + SR team, we’re incredibly grateful for all your efforts + care, we now have peace of mind. Dal + Leah.
Google rating score: 4.9 of 5, based on 20 reviews