Ambleside Wealth Advisers
Overview
Ambleside Wealth Advisers is a local financial advisory firm based in the heart of Warrnambool. The team takes pride in supporting clients across the region, offering guidance that's shaped by real-world experience and a genuine understanding of local needs.
Whether you're planning for retirement, managing investments, or just looking for some clarity around your finances, Ambleside's advisers are approachable and ready to help. The office on Kepler Street is open for enquiries, making it easy for locals to drop in or get in touch for a chat about their financial goals.
What Ambleside Wealth Advisers offers
Financial planning and advice
Investment management
Superannuation guidance
Retirement planning
Wealth protection strategies
Location
129 Kepler St, Warrnambool VIC 3280
Get DirectionsCustomer Reviews
Reviewers consistently praise Ambleside Wealth Advisers for clear, practical guidance and a welcoming, no?pressure approach. People highlight how the team explains complex topics in plain English, tailors advice to individual goals and leaves them feeling confident and informed. Services frequently mentioned include financial planning sessions, wealth creation and retirement planning, estate planning, superannuation analysis and management, personal insurances, investment property advice, first home buyer guidance, and support navigating aged care and nursing home decisions. The educative style, transparency and professionalism come up again and again.
Several reviewers mentioned James, Nicole and Allira for being friendly, thorough and genuinely invested in clients outcomes. They are commended for taking time to answer every question, offering strategic plans, and providing compassionate support in challenging situations. Overall, clients strongly recommend Ambleside for approachable, high?quality financial advice that helps them move forward with confidence.