Silvan Ridge Wealth
Overview
Silvan Ridge Wealth offers financial advice and planning services tailored to individuals, families, and businesses. Their team works with clients to help navigate superannuation, investments, and retirement strategies, drawing on local knowledge and a practical approach.
Based in south-west Victoria, Silvan Ridge Wealth is known for its clear communication and focus on building long-term relationships. Whether you're looking to grow your wealth, protect your assets, or plan for the future, the team aims to make financial decisions feel straightforward and manageable.
What Silvan Ridge Wealth offers
Financial planning and advice
Superannuation management
Investment portfolio guidance
Retirement planning
Insurance and risk management
Wealth creation strategies
Location
132a Lava St, Warrnambool VIC 3280
Get DirectionsCustomer Reviews
Customers consistently praise Silvan Ridge Wealth for knowledgeable, no?pressure financial advice and caring, long?term support. Reviewers highlight retirement planning, superannuation management, SMSF advice, life insurance, investment guidance, and aged care financial support including Centrelink and social security administration. People value clear explanations, tailored strategies, regular reports, prompt communication, and smooth remote meetings via Teams and Zoom, with several noting that paperwork and processes were handled efficiently and even saved them money.
Several reviewers mentioned Gene, Emma, Ben, Carina and Pam for their professionalism, technical expertise and genuine care. Many clients of 10 to 30 years say they feel listened to, well informed and confident about their financial future, often describing the team as trustworthy, responsive and a pleasure to work with.