DFP Planning Competitors

Beginning in 1849 as the Australian Mutual Provident Society, today AMP Limited is a retail wealth management and banking business supporting approximately 1.5 million customers across Australia and New Zealand. We offer expertise in financial advice, superannuation and banking to help people achieve their financial goals and create their tomorrow. For information on AMP products and services; Australia: Visit amp.com.au or call 133 888 within Australia New Zealand: Visit amp.co.nz or call 0800 267 111 within New Zealand Community guidelines: Please note, AMP has the right to remove any comment or material published to our page that we consider defamatory, offensive, unlawful, indecent, misleading, false, deceitful, profane, or threatening to users or the company. We will also delete comments that are negative or hateful towards race, sexuality, gender, ethnicity, religion, disability, age, social status, or education. Any public posts that include personal details will be deleted for privacy purposes. Comments that are considered off-topic or spam may also be subject to removal.

Findex is one of Australasia’s leading providers of integrated financial advisory and accounting services. With a vision to ‘revolutionise wealth and empower ambition’, Findex delivers comprehensive advice across the full spectrum of financial services, facilitated through its Family Office approach. At the cornerstone of this approach are four prominent and embedded beliefs; relationships and technology, holistic advice, continuous evolution, and a one best way process. It is an amalgamation of these beliefs which has positioned Findex as the pre-eminent thought leader in the financial advisory and accountancy space. Boasting a wide and strategically dispersed presence across Australia and New Zealand, Findex is passionate about ensuring clients are provided access to the very best expertise they need, and robust financial solutions that will ultimately see them through their entire business journey.

Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future. Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms. Netwealth's award-winning platform is currently rated Australia’s Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients. Netwealth Superannuation Services Pty Ltd (ABN 80 636 951 310), AFS Licence No. 528032, RSE Licence No. L0003483 is the trustee of the Netwealth Superannuation Master Fund. Netwealth Investments Limited is the operator and custodian of the Netwealth Wrap Service and the Russell Investments Portfolio Service, responsible entity and custodian of the Netwealth Managed Account and the Global Specialist Series managed funds, platform provider and administrator of the Netwealth Superannuation Master Fund and provides administration services to Challenger Annuities and XWrap (Netwealth’s non-custodial asset service). **Our awards include: Rated by Investment Trends as number 1 in Overall Satisfaction by users for the ninth consecutive year (2014-2021) and rated number 1 by Investment Trends for Best Platform Overall in 2017-2019. Rated by ChantWest as best Advised Product of the Year for four consecutive years (2018-2021).