CLIENT reviews

MELISSA

Highly recommend Nicole. She was fantastic in explaining everything step by step to us. She is very knowledgeable and friendly. She allowed us to talk about what our concerns were and addressed each one for us as well as things that we hadn’t even considered at our age. We left feeling heard and confident in our future financial position.

KANE

Incredibly knowledgeable and friendly advisors, have helped me on more than one occasion work out an effective plan and assist in asset management.

MITCH

Proffessional, helpful, honest and friendly are the words I would use describe our recent experience with the staff at Ambleside Wealth Advisers. I would definitely recommend this business to anyone seeking sound financial advice explained in a comprehensible and relatable manner. Thank you.

MAISIE

It was an absolute pleasure to sit down with Nicole and James and discuss some queries we had relating to our investment property and plans for the future. They really took the time to listen to us and consider our position before providing us with some relevant scenarios and advice. Thanks so much guys!

BRITTANY

Highly recommend James and Nicole at Ambleside. They provided us with invaluable advice in our obligation free first meeting. Not only were they extremely professional but also so friendly and explained everything in a way we could understand. The advice from that first meeting has already made a massive difference with our finances/goals. Can’t thank them enough.

JARRAD

Would highly recommend working with Nicole. Was referred to her through a close friend. Nicole is incredibly knowledgeable, relatable, easy to work with and isn't just trying to make money off you. She genuinely cares and wants the best for you and your money.

MOLLY

Ambleside you guys are awesome. I had been to other Wealth advisors in the past and walked out more confused than when I walked in but that was not the case here, they had so much time for me and all my questions, very knowledgeable, and they create a very welcoming nurturing atmosphere. Overall a great experience!

ALEC

"Ambleside Wealth Management" is housed in a historic building conveniently situated with parking spaces at the rear. The interior is comfortably furnished, and the staff are friendly and professional. Our financial advisor at Ambleside is Allira Summerville. We have known Allira for some three to four years now and hold her in high regard both professionally and personally. Allira has a good understanding of our values and preferences and has taken the time and trouble to advise and explain how best to meet our needs accordingly. We have particularly appreciated her thoroughness in ensuring all of the financial and legal details are covered for future contingencies. Importantly, Allira has our confidence, and we feel very comfortable leaving the management of our affairs in her capable hands.

NIGEL

Nicole has been a great help giving my fiancé and I an idea on some potential directions we could go in with our finances. She took the time to find out our current circumstances, where we would like to be, and what our knowledge of finance is like. Will absolutely be back to get some more advice soon, thanks Nicole!

KANE

Incredibly knowledgeable and friendly advisors, have helped me on more than one occasion work out an effective plan and assis in asset management.

RHIANNON

I highly recommend James and the team at Ambleside. Their professionalism is second to none. Everything is explained to you every step of the way, you’re never made to feel silly if you don’t understand something.
If you’re after a financial advisor that has your best interests at heart, then James and the team at Ambleside are the right fit for you!

JUNE

Thanks to James for providing us with obligation free advice on our first visit. Extremely helpful, relaxed and very good at explaining financial matters in laypersons terms. Highly recommended.

CRIAG

I wish to thank James, Brooke and the team at Ambleside, they have been very professional with their advice and processes and made dealing with insurance companies very easy. Thanks Craig.

BRETT

We have been using Ambleside Wealth Advisors for the past 12 months to assist us with future proofing our financial security, estate planning, personal insurances and superannuation analysis.

The service that James and the team provides is extremely thorough, and tailored to our individual circumstances.

All alternatives for investing were discussed in detail with a non-biased and informative approach to the financial plans that best suited our goals.

I would definitely recommend Ambleside to anyone looking for wealth creation, retirement planning and any other services that they offer, as they are extremely open and professional in everything they do.

SARAH

James was an incredible help to us when starting our first home owners journey! Answering all our questions and helping steer us in the right direction for the future. The south west is so fortunate to have someone with his knowledge and expertise!

DANIEL

James provided a detailed assessment of my personal situation and offered multiple paths forward.
He had detailed breakdowns for superannuation, property and shares, with appropriate personal insurance as needed. My partner and I couldn’t be more pleased with the service we received.

PETER

James and his Staff are very knowledgeable and across all aspects of Financial Advice. They are also extremely friendly and happy to assist in any way they can. I highly recommend Ambleside Wealth Advisors to anyone requiring Financial Assistance.

ADAM

James and the team were fantastic to work with from the first time I walked in the door. Always felt comfortable. A great family feel throughout the whole process.

JOSH

I highly recommend the team at Ambleside. They are generous with their time, knowledge, support and I completely trust their guidance and recommendations. I found them all to be extremely professional and friendly and I believe they are an asset to the South West community.

JENNI

I am extremely appreciative of the genuine advice and guidance delivered by James and the team at Ambleside. Whilst being totally professional I found them very approachable, keen to understand me as a client, and ensured I understood the basis of their plan.

ADAM

James and the team at Ambleside delivered a fantastic service. Welcoming, approachable and focused not only on providing quality advice, but also ensuring the client understands the fundamentals of their plan to allow them to be an active participant in the process. The team at Ambleside take great lengths to understand their clients, and to help them understand and pursue their true financial goals. At no point did I feel pressured or obliged to proceed with any of their services, however I am incredibly grateful that I did!

CASEY

Caitlin helped setting up life insurance, income protection and helped to merge multiple superannuation funds. The process was stress free and Caitlin made me feel very organised. Her advice was always easy to understand and she continues to help out with any questions I might have in relation to insurance, income procreation and superannuation.

BRAD

My wife Nicky and I first got insurance about 20 years ago when we started a family, believing that it was important as we started to take on debt and we wanted assurance if something went wrong. There were definitely times when we considered getting rid of the insurance because we couldn’t afford the premiums, but we battled through and held on to it. 

“Unfortunately, we had to make a claim when Nicky was diagnosed with terminal cancer. We received a $100,000 trauma insurance payout which allowed me to stop work and be a full time carer for Nicky and the kids.”

Due to the degree of the cancer, we also received the entire life insurance benefit which we invested immediately. We made the decision to move away from the farm and built a new home, creating a lifestyle where Nicky was going to be most comfortable alongside her family.

“The insurance payout certainly set my family up so that I could be there for the kids. I didn’t have to worry about working throughout Nicky’s entire illness. I could just be there for the kids, our youngest just nine years old at the time.” 

Thanks to the insurance I pretty much won’t ever have to work again. It has opened up an entirely new world for me and the kids. However, we’d exchange it all in an instant to have Nicky back.

I would highly recommend investing in insurance, even if it’s just a small amount. It will give you that little bit of extra relief knowing your family is going to be cared for. Together with the team from Ambleside I will continue to look after our investments and what is in our family’s best interests

JESSIE

Caitlin was a great help to my husband and I. She was able to clearly explain our best options and point us in the right direction.

KELLY

Caitlin has been fantastic in helping us organise our insurances. She has always been clear, concise and easily approachable if we ever had any questions. Thanks Caitlin.

DAVE + SIOBHAN

I first looked for advice in 2001. At the time I was a single man with regular work and had accumulated a substantial amount of savings. After receiving advice from family and friends, I made the decision to invest the money in the share market. The Ambleside team tailored an investment plan that suited my current work and lifestyle status. 

“We worked together to set out long term goals, always including options for possible changes due to circumstance.”

Today I am happily married with three children. I am still employed and my family is in good health, allowing us to continue growing our investment with thoughts about some lifestyle changes very soon.

My advice to others would be to utilise the knowledge of the team at Ambleside. They helped me to stick with the plan we’d created together, through good times and bad. We had a margin call back in 2008 when the stock market crashed, causing me to question the system. However, thanks to reassurance from the team at Ambleside I followed through with our plan and came out the other side with impressive results.

“The decisions made back in 2001 have put me into a position of financial security. I know that if I were to stop work for any reason, I needn’t worry about income or have concerns that my family will be provided for.”

SOPHIE

Caitlin has given me great advice regarding my future plans and managing my super funds. And also helping me with insurance! She has excellent advice.

MARK

Having recently moved to Warrnambool, having sold property we were looking for general advice on what to do with our extra money left over from the sale. Thomas, along with James Kelly were very helpful! They listened to our situation and gave us the advise we expected and the help us feel more confident in our decision making and life choices. Very friendly and professional.