Reviews from our happy clients

We love helping clients untangle their finances and build a financially healthy future. Find out what our clients say about our team at Building Blocks Financial Planning and what you can expect from our service.

Client reviews

L.K, Hillside
1 week ago

David was great to deal with. He explained things in a way we could understand. Thank-you so much David Purain.

Bee Rothenberger, Killara
1 week ago

Thank-you so much for helping me research on the best life insurance that I can actually afford. You were so patient in helping me to look for insurance that would accept me. So meticalous & thorough with your work too.

ES, Tarneit
1 week ago

I was quite surprised by the information David gave on how to protect our kids from tax and the benefits of salary sacrificing.

SD
1 week ago

5 Stars

J. Portelli
1 week ago

I have rated extremely satisfied because you explained things so clearly, went through everything step by step and you are understanding. David you have been so helpful and understood what I needed help with. Your advise has been of a high standard, so thank-you!

Sara
1 week ago

I am extremely satisfied with the service from Building Blocks. I have confidence in David's skill & expertise to manage my superannuation, and trust the him to look after my finances & build a secure future.

Diedre
1 month ago

I wanted to start preparing for retirement and David was extremely thorough in explaining the best option to get me to my goal. I would definitely recommend to family and friends.

Sara
1 month ago

I am extremely satisfied with the service from Building Blocks. I have confidence in David's skill & expertise to manage my superannuation, and trust the him to look after my finances & build a secure future.

J.Spiteri
1 month ago

It was excellent service all the way. Highly recommend.

J.E.
1 month ago

After a very unsatisfactory experience with our previous adviser, working with you was a much better experience. Thank you for all your help!

C.B.
1 month ago

Matthew provided us with a very professional service. He listened to our needs and cam up with a solution to our problems. We are very happy with the outcomes and it has put our minds at ease. Thank you for all your help, you have taken the stress and heartache out of our financial situation. We can now get on with life knowing our family is protected and our finances are in order. We would recommend you and your team to anyone.

Grant Bone
1 month ago

Both Matt & David were very relaxed which put us at ease. We arrived not knowing what direction to take. We now feel we are heading in the right direction, now we have a plan for our retirement and are working hard to get there. Thank you!

Sabrina Pergjegjaj
4 months ago

Amazing team!

Natalie H
1 year ago

For a professional, informative and trustworthy Financial advisor, I highly recommend getting in contact with Matthew. Matthew helped put together an easy-to-follow and realistic financial plan for our family to help us reach our short-term and long-term goals. We are so happy with the service received and can’t thank him enough for helping us set up our future.

K C
1 year ago

Matthew has really taken the time to assist us with our financial planning over the years. He explains things clearly and is very knowledgeable in this area, and is really responsive when we need to make changes. Matthew and the team have been great!

Miriam Farrugia
1 year ago

Matthew La Rocca has been such a professional and very quick to answer any questions or queries we might have.He has made things so easy for us to understand and would highly recommend him to look after any of our financial needs.

Let’s build your financial future – together.

Book your free appointment with us to see if Building Blocks Financial Planning is the right team to support you and your financial goals.

Disclaimer:
This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.