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As a single professional in my late 30s, it was important for me to establish financial security and build my financial wealth to see me through my ‘twilight’ years.
With an extremely hectic working schedule, I found I did not have the time to keep abreast of the myriad of investment opportunities out there. Therefore, I had to find a Financial Planner who could work around my busy schedule to understand my objectives and present financial outcomes that would achieve my objectives.
In just under three years, with the guidance of Belinda Lundberg at Next Level Financial Services, I have paid off my mortgage, increased my personal wealth considerably and am well on the way to building my superannuation nest egg, with the view to an early retirement.
Thanks to Belinda, I no longer have any financial worries and I feel confident that I have achieved financial security.
I can truly recommend the services of Belinda Lundberg at Next Level Financial Services.
Marisa Di Pietro
North Fitzroy, Victoria |
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Next Level are our Financial Advisers for one reason and one reason alone. We trust them. We trust them with our confidential details; we trust them with their advice; we trust them to understand our situation; we trust them to follow through and complete any actions they recommend; we trust that they will help us to grow our wealth. We can confidently recommend them to you.
Julie & Paul Podbury
Bentleigh, Victoria |
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Julian Millman of Next Level Financial Services has been providing his clients with advice on listed securities and financial planning for over eight years. Julian’s firm has attracted larger clients like myself, because they are able to offer their clients listed investments and proper planning of financial services, including the management of their super funds.
As part of Next Level’s role of being financial planners and managing super funds, they monitor the portfolios of clients by establishing watch lists and monitoring the daily research provided by brokers. If something urgent arises they will discuss with their clients the need to review and update their portfolios on a regular basis.
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I became a client of Belinda Lundberg’s in 1996. After assessing my situation, Belinda presented and implemented a ‘holistic’ financial plan which thankfully included personal insurance protection. I was unfortunate to suffer from a stroke at age 38, however due to Belinda’s excellent advice my future financial security was protected. I received a lump sum trauma insurance payout which assisted with medical costs and expenses I incurred on the road to recovery. At age 41, I am also still receiving income almost equivalent to that of when I was well enough to work which will be paid for as long as I am off work, up until the age of 65. Without this insurance I would not only have had the strain of recovering from this traumatic event but also the financial worry of paying my next bill. I would like thank Belinda, for not only building my current wealth but also protecting my financial future.
Alain Larose
St Kilda, Victoria |
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Julian at Next Level has helped us plan for a more prosperous financial future and helped us to manage our resources accordingly. The team delivers a great service in real time and at all times are very professional. We have referred many of our friends and colleagues to Next Level Financial Services.
Peter and Jo Meek
Gardenvale, Victoria |
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As a couple we found financial matters rather tedious and vaguely hoped our employers Super Scheme would take care of our future but a corporate collapse put an end to our naive optimism. Belinda Lundberg and the team at Next Level impressed us with their professionalism and, importantly from our perspective, their ability to factor our lifestyle priorities into their suggested investment strategies. They also have an uncommon ability to get across investment concepts and objectives in a manner tailored to their clients knowledge and interest in (or lack of) financial matters. We have referred a number of friends and former work colleagues to Next Level all who have been impressed.
Vicki Schreck and Ross Wischusen
Kelvin Grove, Queensland |
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