Earlier this year I was referred to SFG by a friend who is a client. I am grateful as my experience with SFG, and Sapan in particular, has been exemplary. From the first consultation, and my first contact with the office staff, the experience has been highly professional and efficient. I am very pleased that I decided to enter into a financial planning agreement. The subsequent conversations, strategic plan and ongoing advice have been instrumental in achieving my retirement goals and instilling confidence in my current and future financial status. I highly recommend their services.
- M.T. Melbourne, VIC
Nik is the only financial advisor & planner I now recommend, and I have used a number of seemingly good advisors over the years, none of whom have come close to the superior service Nik provides in his calm, thorough and quiet way.
- S.W Perth, WA
Krishna and Nik have been our preferred advisors since October 2015 and it's been a very productive time for us. Their knowledge has helped us to save tax and invest better for which we are very grateful. They are always available to our needs and they have become like family to us.
Thank you so much Krishna and Nik.
-S.C Adelaide, SA
We found Krishna to be incredibly helpful, especially considering how inconvenienced we were with our last financial planning, and therefore uncomfortable having to start all over again.
Everything was conducted in a very professional and timely manner.
All questions were answered, communication was fantastic and we would highly recommend her services to everyone.
-J.K & G.C Melbourne, VIC
Krishna and Nik have been fantastic in assisting me to set up my first financial plan, they have been patient and happy to explain all of the details and options. They're always available to answer questions and make changes and have been flexible as my needs have changed. Thanks for the great service.
-S.M Adelaide, SA
My wife and I met Nik approximately 3 years ago and we knew he was our guy moving forward in order to establish a solid financial future. Nik's professionalism, calming nature and in-depth knowledge in the industry gave us the confidence to take his advice and move towards shaping our future financial needs. It took around 3-4 months to adjust to the changes suggested by Nik, particularly in the area of establishing workable budgets. However, 3 years on, we can certainly say we have made the transition to managing our finances in a meaningful way, and realise the path Nik has set us on is putting up in good stead for the future for both our children and ourselves. We are thrilled to have Nik when we did and sincerely grateful for the advice he has provided to us so far. "Love your work..."
-C.C & C.C Melbourne, VIC
I have known Nik and team members of Sherpa Financial Group for just over 5 years, they are extremely caring and good at what they do. I highly recommend them. Keep up your good work.
- J.K. Melbourne, VIC
We have been working with Nik and the team for nearly a year now, and to say we are impressed is an understatement. Having purchased a house at the beginning of the year, leaving us with a large mortgage, we wanted to ensure we had financial security. Not even 12 months has passed and we feel this ten-fold, insurances covered, superannuation building and our debt coming down. With the incredible budget support from Evonne, we have transformed the way we manage our money, and we've never felt safer. We can’t wait to see what’s next!
- S.W. & S.H. Melbourne, VIC
Dear Sapan and team, I just wanted to take a moment to thank you for your outstanding work in helping withdraw my superannuation with incredible results! At first I was a little hesitant and sceptical as I had never dealt with financial advisors before, however upon meeting with Sapan the second time round I felt much more at ease. Throughout the 7 weeks or so having dealt with Sapan, he showed me true professionalism, and most importantly, respect. He reassured me and made me feel safe and comfortable throughout the whole process. Not once did I feel like a number or “just a client”! Absolutely fantastic work Sapan, you are certainly a credit to the team. On behalf of my wife Maria and myself, I wholeheartedly would like to thank you for everything you have done.
Will definitely recommend you to anyone who seeks a financial advisor. This won’t be the end of our relationship. I will be back in the near future!
- A.M. & M.M. Melbourne, VIC
We have had the pleasure of knowing Nik for well over 10 years. When we first started working with Nik, my Superannuation had been mismanaged with hardly any growth over the last 10 years. Under Nik’s guidance this has significantly changed to the point where I have seen my Superannuation balance triple over this period. Nik has not only worked wonders with my Superannuation but he has worked closely with us to secure our long term financial future.
As part of this we have seen some of our dreams been realised with us owning our own home after renting for a period, as well as the purchase of an investment property. It has been an amazing journey over this period and we couldn’t thank Nik and his team enough for their genuine care and desire to see us succeed. We have no hesitation in recommending Nik and his team at Sherpa Finance Group, they are genuinely helpful and caring people and most of all honest and authentic, something that is sadly hard to find in people these days.
- S.K. Melbourne, VIC
I have been receiving advice from Nik for 3 years now and it is wonderful to have someone who knows what to do and advises me in my best interest in a professional and competent manner
-M.B Melbourne, VIC
Nik and his staff at Sherpa Financial Group have been providing me with financial advice and support for the last four years. Nik is always available to provide support and solutions for my changing financial needs. The peace of mind this has given me is invaluable.
-K.M Melbourne, Vic
Nik and his team at Sherpa Financial Group have been very helpful in providing us with financial advice which has enabled us to make better decisions in defining our goals and shaping our future. As we are now beginning to think more seriously and plan for life after work & Nik has provided us with valuable information & confidence to help us make well informed decisions in order to maximise our hard earned savings.
With Nik's ongoing guidance and support, my husband and I look forward to a secure and comfortable future.
-J.G & W.G Melbourne, VIC
Our contact with Nik and his team at Sherpa has been a pleasant experience. He noted all of our requirements and explained the options suitable for us and our stage in life. Nik made the necessary changes for us to set up our investments to cater for our future years. His follow up presentations he prepared were very detailed and comprehensive. We always appreciated his patience and time when meeting with him.
-J.M & H.M. Melbourne, VIC
In the years Nik has been our financial advisor, he has been our saviour on many occasions, from looking after our future investments to consolidating our financial affairs. In the process he has saved us not only money, but time and stress. On top that, he is a lovely, friendly guy.
-D.B Melbourne VIC
I have worked with Sherpa for almost a year now and have found their planners to be knowledgeable and helpful. I would recommend their services.
My wife and I first came to seek Nik Lal a few years ago, when I was about 54 years old, we we were worried and uncertain about our financial situation with our impending retirement.
Nik, with his calm and professional manner, allayed our fears and clearly demonstrated to us where we were financially, we what we wanted to achieve by retirement, and setup a plan on how to get there.
We recently retired and our retirement and financial goals have been achieved.
-K.M Melbourne, VIC
What I appreciate and respect most from my dealings with Nikitin Lal of Sherpa Financial Group is the genuine care that he has for clients and the community in general. Acting with integrity and compassion, his advice is always in your best interests. I have no hesitation in recommending his services.
-A.F Melbourne, VIC
We have found Nik Lal to be very professional in his financial services. Nik responds to our needs and guides us appropriately. Nik is watching us grow financially each year and his advice and guidance is very much appreciated. We have found Nik to be honest, friendly and genuinely interested in our needs.
I have recommended Nik to friends and will continue to do so.