Park Lane Advice - financial planning and mortgage broking services

Park Lane Advice - financial planning and mortgage broking services

Aged Care & Elder Law

AGED CARE & ELDER LAW • INSURANCE DISPUTES
Cheltenham, VIC
Experience
5.0

Rating

5

Team

None

Since

Aged Care & Elder Law Insurance Disputes Personal Injury & Compensation Property Development & Planning
+61466426782
Mon-Fri 9:00am - 5:00pm

Park Lane Advice Group is a Melbourne-based firm specializing in financial planning and lending services. They provide honest, realistic, and tailored financial advice, focusing on clients' dreams...

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What is Park Lane Advice - financial planning and mortgage broking services?

Park Lane Advice - financial planning and mortgage broking services is a premier financial advisory firm based in Victoria, Australia, with over 40 years of experience in financial planning and lending services. The firm is dedicated to providing comprehensive, holistic financial advice, wealth management, and mortgage broking services tailored to the unique needs of individuals, home owners, professionals, retirees, and young families. Park Lane Advice operates with a client-focused mission, emphasizing integrity, empathy, and realistic, honest advice to help clients build wealth, manage money, and achieve their financial aspirations.

What services does Park Lane Advice - financial planning and mortgage broking services offer?

  • Financial Planning: Personalized strategies to help clients manage money and achieve their financial goals.
  • Wealth Management: Comprehensive services to grow, protect, and optimize wealth over time.
  • Mortgage Broking Services: Assistance in finding and securing optimal home and investment loans.
  • Lending Services: Expert support for residential, business, commercial, and asset finance lending.
  • Retirement Planning: Strategies aimed at maximizing income and ensuring financial security during retirement.
  • Superannuation: Fee analysis, effective contribution planning, and management of superannuation funds.
  • Self-Managed Superannuation Funds (SMSF) Management: Advice and administration for complex SMSF structures.
  • Risk Protection: Insurance advice to safeguard against premature death, accidents, injuries, and illness.
  • Investment Research: In-depth market analysis to support informed investment decisions.
  • Debt Management: Refinancing and securing better rates to reduce debt burdens.

Why choose Park Lane Advice - financial planning and mortgage broking services as your lawyer?

  • Client-Centric Approach: The firm leads with empathy and tailors advice to each client’s unique goals and circumstances.
  • Integrity and Transparency: Park Lane Advice maintains a strong focus on honest, realistic financial guidance.
  • Award-Winning Team: Recognized with accolades such as the Rising Star Award, Professionalism Recognition, and Financial Planner of the Year.
  • Holistic Solutions: The firm combines financial planning, lending, and wealth management expertise for comprehensive service.
  • Experienced Professionals: With over 40 years in the industry, the team provides proven strategies and deep market knowledge.
  • Focus on Results: Park Lane Advice typically helps clients avoid costly mistakes and achieve their dreams, not just financial targets.

Who are the attorneys at Park Lane Advice - financial planning and mortgage broking services?

  • Peter Feddersen – Director & Lending Specialist: Over 15 years in financial planning, specializing in refinancing, home loans, and lending processes. Credentials include FBAA membership and an Australian credit licence.
  • Evguenia Rutkowski – Director & Principal Financial Adviser: 12 years with Australia’s Big 4 banks, expert in complex SMSF and financial management coaching during life transitions. Member of the Financial Planning Association and registered adviser.
  • Jonathan Scukovic – Director & Principal Financial Adviser: Over 14 years’ experience simplifying complex financial concepts and managing compliance. Registered Financial Adviser and Financial Planning Association member.
  • Jason Bell – Director and Principal Financial Adviser: Certified Financial Planner® with 13+ years’ experience in retirement planning, SMSF, insurance, and investments. Registered adviser and Financial Planning Association member.
  • Kate Orrell – Client Service Manager: Over 20 years supporting senior advisers, renowned for relationship building and communication skills.

How much does Park Lane Advice - financial planning and mortgage broking services cost?

Information regarding pricing, payment options, and payment terms for Park Lane Advice - financial planning and mortgage broking services is not specified.

Where is Park Lane Advice - financial planning and mortgage broking services located?

Park Lane Advice - financial planning and mortgage broking services operates in multiple locations in Victoria, Australia, including Cheltenham, Ascot Vale, Bayside, Melbourne West, and the greater Melbourne area. For general enquiries, clients can call 0414 398 321. Additional information is available on their websites: parklanelending.com.au and parklaneadvicegroup.com.au.

Client Reviews

5.0

44 verified reviews

Jane Morgan

Jane Morgan

Verified Client
3 weeks ago

We couldn't be happier with the service we received from Evguenia from Park Lane Advice. From the very first consultation, we found her to be professional, Knowledgeable and genuinely committed to helping us make the right decisions in the mine field of Retirement. She took the time to understand our situation answered all of our questions clearly, and provided tailored advice that gave us real confidence moving forward. I highly recommend Park Lane Advice to anyone looking for expert guidance and a whole team that truly cares for their clients.

Shruti Anand

Shruti Anand

Verified Client
3 months ago

Evguenia has a professional yet personable manner. She is very knowledgeable and has provided us with valuable financial expertise which has always been tailored to our personal needs with ongoing flexibility to make changes if needed. She has always been available and responsive for any queries that may arise. I would highly recommend her.

Ashley Grupel

Ashley Grupel

Verified Client
3 months ago

I met Evgenia in October. She is well organised and extremely helpful and knowledgeable. I highly recommend her.

James D`Abate

James D`Abate

Verified Client
3 months ago

Spoke with Jonathan at Park Lane and he was fantastic stepped me through what I believed was a daunting task and achieved the best out come I could have asked for!

Will be back and would definitely recommend.

Taras Kontek

Taras Kontek

Verified Client
4 months ago

For most of my 20s and 30s I put off any long term financial planning because it seemed complicated. Evguenia and the team Park Lane helped me set long term financial goals based on my needs and implemented strategies to achieve them. I am already seeing the results. I can’t recommend Park Lane highly enough.

john warren

john warren

Verified Client
5 months ago

Assistance with financial matters was acceptional, highly recommend Thank you for your assistance

Simone Forster

Simone Forster

Verified Client
6 months ago

I highly recommend Park Lane Advice. I became a single mum over 4 years ago and with their guidance and support I was able to create financial stability and growth for myself and my 3 kids. My partner is now a client of theirs and already seeing his financial situation improve. They’re knowledgeable and compassionate and we feel safe trusting their great advice. Thanks so much Evguenia, Peter and team.

Tatiana Vinnik

Tatiana Vinnik

Verified Client
7 months ago

Evgenia, demonstrates a professional knowledge in giving me the best advice to understand my investment and Super. I don't hesitate to recommend her service to all friends. thank you for taking care of.

Paula Poloni

Paula Poloni

Verified Client
7 months ago

Been with Evguenia Rutkowski @ Park Lane Advice Group for over 5years. Impeccable service & support from Evguenia, makes understanding complex advice seam simple.(super/retirement) My experience's are always professional & seamless. Thankyou Evguenia for your excellent service.

Julie Kavanagh

Julie Kavanagh

Verified Client
7 months ago

None

Giuseppe berto

Giuseppe berto

Verified Client
8 months ago

We truly thank Jon Scukovic from Park Lane Advice Group for setting us up in a Good financial position and giving us peace of mind for our future. We are very grateful to Jon for being so patient explaining and answering all our concerns and most of all making us feel comfortable. We highly recommend Jon for his professional work. Joe and Lucy Berto

Ellen Mcgrath

Ellen Mcgrath

Verified Client
8 months ago

Happy to recommend Park Lane Group Pty Ltd.

When I retired from work & later split from my Partner I had much on my mind.I had your Firm suggested to me for assistance with my finances

and meet you as my Advisor.

Every penny counts from my years at work; and the plans that were put in place by your Firm via yourself secured my savings & my Families Inheritance while still allowing enough for me to live comfortably on my Pension free from financial stresses.

I am grateful for what you & your Firm have been able to provide in my retirement years & really appreciate your warmth & generosity if I call in panic....any problem is solved with a minimum of fuss ( and a cup of tea)

I leave the Park Lane office assured & confident.

I highly recommend your Firm & yourself to any other aged & financially

ignorant person like myself for their peace of mind & financial security.

Thankyou

Rhondda B

Rhondda B

Verified Client
8 months ago

Very happy with Park Lane Advice, their commitment to providing sound financial planning is a core value to their clients. Evguenia in particular is always helpful and caring of our financial requirements, she and her staff always reply in a prompt timely manner to any telephone queries or requests.

Shane B

Shane B

Verified Client
8 months ago

I have spoken on the phone with team members at Park Lane Advice and I am very happy with the respect I was afforded and the thoroughness of the service. My face-to-face meetings have been with Evguenia Rutkowski and each time I have been extremely happy with her professionalism, knowledge of product and explanations and answers to my questions. Her help and friendly personality have put me at ease with my investments.

Anna Tsiabakos

Anna Tsiabakos

Verified Client
9 months ago

Evguenia is an experienced and knowledgeable advisor. I found her very helpful with advice regarding superannuation and moving into retirement. She was easy to talk to and really took the time to listen and help me clarify my plans and goals. I am very happy with the retirement investing advice and fell it was tailored to my individual needs rather than generic one size fits all. I have peace of mind that I can have the retirement I want and know that Evguenia is always available if I need anything. I have a lot of trust in Evguenia and anticipate our partnership continuing for many years.

Theresa Yong

Theresa Yong

Verified Client
9 months ago

Evguenia Rutkowski’ Director and Financial Advisor at Park Lane of 1/321 Charman Lane, Cheltenham, has been my husband and my Financial Advisor for nine years. we had a few advisers before her but found her to be the best. she is thorough and analytical with her consultation and has given us much sound advice. Above all she is accommodating and generous with her time. She has our recommendation. Theresa and Stephen Yong

Amoeba Siregar

Amoeba Siregar

Verified Client
9 months ago

Park Lane team always provides excellent service. Our advisor Evguenia Rutkowski is always at hand with great advice and support.

Mandy Ximalissakis

Mandy Ximalissakis

Verified Client
10 months ago

A big thanks to JON at parklane advice Cheltenham for he's expertise and guidance through our retirement planning, you put us at ease and helped us achieve a fantastic outcome to make our superannuation and savings work better as we progress through our retirement stages.

Vicki Borcich

Vicki Borcich

Verified Client
a year ago

I am extremely anxious when it comes to my hard earned money. At 71 years of age I certainly am not a risk taker and I need someone who is transparent with every transaction and that I can trust completely and know they will explain every detail more than once if needed. Evguenia and Park Lane Advice has been there for all the ups and downs in my life over the past 9 years and I have such peace of mind that she is only a phone call away if I have a question.

I look forward to retiring at the end of this year thanks to Evguenia, knowing my financial state is in excellent order and knowing I will live out my years being sure of having a comfortable life.

Andrea Kennedy

Andrea Kennedy

Verified Client
a year ago

We have been incredibly impressed with Evguenia as she has supported us and put in so much time to help us gain the most from our finances. She highlighted the best Superannuation Fund for us, how to be financially successful at present and she is also helping us work out how long we should work in order to gain the best out of our financial situation in the future. There has been much navigation of the internet and communication with various organisations . Evguenia has been very helpful and patient. We would have really struggled if we tried to organise our benefits on our own. We highly recommend Evguenia .

.

Richard King

Richard King

Verified Client
a year ago

I’ve had the benefit of Park Lane’s advice on multiple occasions - Jason for retirement planning and Peter for refinancing my mortgage (twice). Their expertise, processes and integrity have been amazing and greatly appreciated every time. Highly recommended!

Chris

Chris

Verified Client
a year ago

Evguenia is a highly professional and friendly Financial Planner. Her advice has made our transition to retirement significantly less stressful.

Well worth a visit!

Laura Verde

Laura Verde

Verified Client
2 years ago

Thank you Lincoln for your professionalism, understanding and for providing prompt information. It was calming to deal with you regarding our Life Insurances and also other issues that arose in the process. Your continued support throughout the process and updates were very much appreciated.

Nicky Zigouris

Nicky Zigouris

Verified Client
2 years ago

Evguenia has been amazing at providing excellent, well informed advice and listening to our needs every step of the way. She has taken the lead in making all our necessary changes which has been a huge relief. I would highly recommend her service.

sushmita ghimire

sushmita ghimire

Verified Client
2 years ago

Thank you Peter for your assistance during my house purchasing process. Your flexibility made the process even smoother. Your dedication and support are really appreciative and I can’t thank you enough for what you have done for me. Even I was a first buyer , you helped me to understand the process and helped me to find the way through. Also, I provided with a very limited period of time for approval and Peter didn’t failed to amaze me with the fast track pre-approval. The entire process was so quick and smooth. Being a full time office hour worker, I had very limited availability, however Peter was available after hours time too and I was able to complete the process with out affecting my working hours.

Will definitely recommend you for other buyers as well for the guidance.

Dale Krul

Dale Krul

Verified Client
2 years ago

I recently settled a propety Loan through Park Lane . I dealt with Peter Fedderson, can I say from start to finish there was constant contact my experience was a little complex as I had just come from a marriage breadown .Peter was very patient also made it alo less stressful transition. He was available at all time very propmt in answering queries or return calls I honestly cannot recomend him or Parklane highly enough.after a smooth transition to securing my propery I will continue to deal with them for on going guidence with finacial planning to me it been truly amazing I cannot thank them enough Parklane is the way to go.

Narelle Fowler

Narelle Fowler

Verified Client
2 years ago

Just amazing, I’m a single mum and while having no confidence in obtaining a home loan, Peter came though. He never once lost confidence, and I cannot thank him enough

Guy KJ

Guy KJ

Verified Client
3 years ago

I have found Park Lane Advice Group to be a very professional and yet caring broker to deal with over the past few months. Despite all the difficulties we faced refinancing, Peter (Fedderson) from Park Lane did not give up and continued to work away until everything was resolved. Thank you for your patience and diligence, I cannot recommend you more highly.

Robyn Jessup

Robyn Jessup

Verified Client
3 years ago

My husband and I engaged Evguenia Rutkowski of Park Lane Advice Group to take over our financial planning. Prior to receiving advice from Evguenia, our finances were a complete disaster! My husband is self-employed and we are both senior citizens, looking to retire in the very near future, so maximizing the benefit of our finances is of paramount importance, particularly in the current financial climate. Evguenia has truly been a God send. Instead of languishing in Super funds where our money was getting chewed up in administration costs, yet yielding very little return, our money/investments are now working for US. Evguenia goes above and beyond. Her expertise and advice has been invaluable and we can't thank her enough. Neither of us had any idea of the most effective way to invest our money, but since becoming clients of Evguenia, we have benefited immensely receiving excellent returns. She is extremely patient, and we were never made to feel embarrassed, uncomfortable or stupid in any way. We can't thank her enough, and would HIGHLY recommend her to anyone who is looking for financial planning/advice. Robyn and Philip Jessup

Robin Mills

Robin Mills

Verified Client
3 years ago

So glad we changed over to Park Lane Advice Group. The Services offered & the excellent financial advice, including substantial follow up for our needs from Evguenia Rutkowski was outstanding. We can Highly recommended this Group

Lena Rozenvasser

Lena Rozenvasser

Verified Client
3 years ago

Evguenia and John have been instrumental in helping me understand and secure my future finances. They are both professional and take the time to comprehensively explain their strategies and what will work for me as an individual. Thank you for all your work.

Osman Azimi

Osman Azimi

Verified Client
3 years ago

None

Yasmin Purtle

Yasmin Purtle

Verified Client
3 years ago

Peter from Park Lane Advice Group provided an amazing customer experience in refinancing our home loan that allowed us to move away from Keystart's high interest rates and settle on a much lower interest rate with such ease. Peter was able to assist us in Perth all the way from Victoria over the Christmas and New Year break, he was always so helpful and readily available to answer any questions we had! Peter made what I would thought would be a stressful experience such an easy and swift process! Thanks Peter we couldn't be happier!

Nick Dunlop

Nick Dunlop

Verified Client
3 years ago

Used Park Lane Group to get a car loan for a new car. Fantastic experience throughout. Very efficient it was organised in a few days, they were in constant contact throughout and I got a great deal with the lender. Highly reccomend their services

Marg Stevens

Marg Stevens

Verified Client
3 years ago

Over the last few months we have been meeting with Jason in order to get our retirement planning sorted. He’s been great to work with, answering all our questions and clearly explaining options. We should have seen him earlier!

Eugene White

Eugene White

Verified Client
3 years ago

Jason's pleasant professionalism moved me from a state of inertia to undertaking a long over due task. He listened, heeded and gave clear, logical advice directed to our circumstances. I wish I had met him a long time ago. The same is true of his lending specialist colleague, Peter.

Lina Gyle

Lina Gyle

Verified Client
3 years ago

Great advice, great service After getting the run around form Ubank, I had the pleasure of working with Peter Feddersen in securing an investment loan. What a difference good service makes! It was quick, he knew his stuff and we went through what is important to me in a loan. I think today we forget what it was like to talk to someone and have them listen and act and just get stuff done. He kept me updated throughout the process as we were working toward a deadline and was available for any questions. I've also worked with Evguenia Rutkowski and find the team that has been assembled at Park Lane of great quality. They listen then advise not the other way around!

Tom Robertson

Tom Robertson

Verified Client
4 years ago

Having worked with Jon and Evguenia previously, they are extremely knowledgeable, professional and provide a great advice experience

Dan Wells

Dan Wells

Verified Client
4 years ago

Pete was great helping us re-mortgage, finding us a better deal that suited our needs perfectly! He made our options seem a lot less confusing and he managed the whole process for us... I'll be using Pete for years to come and am happy for making the jump to a mortgage broker. Highly recommended and a wonderful experience. Thanks Pete.

Julia Mezhov

Julia Mezhov

Verified Client
4 years ago

Our experience with Park Lane has been fantastic. Evguenia is very insightful and we know that our financial future is in great hands.

The One Collection

The One Collection

Verified Client
4 years ago

Me & my wife had a great experience with Park Lane Advice Group. Evguenia was incredibly diligent and patient. She was flexible in times she could meet with us and really on the ball with the whole process. Dealing with Park Lane Advice Group has been a great experience. We will certainly be recommending them to our friends and family.

Angela Perrotta

Angela Perrotta

Verified Client
4 years ago

None

Jethro Samuel

Jethro Samuel

Verified Client
4 years ago

Having dealt with these advisers numerous times i can honestly say they are very knowledgeable and professional. In addition to this they have helped me achieve my financial goals

Isabelle Dixon

Isabelle Dixon

Verified Client
4 years ago

My experience with Evguenia at Park Lane Advice group has been fantastic. She has provided great support and direction for my financial position and given me peace of mind for my future. I would highly recommend her for good quality and comprehensive advice!

Contact Information

Park Lane Advice - financial planning and mortgage broking services

1/321 Charman Rd, Cheltenham VIC 3192

Cheltenham VIC

Phone

+61466426782

Office Hours

Mon-Fri 9:00am - 5:00pm

By appointment available

Languages

English

Payment Methods

Cash, Card, EFTPOS

Payment plans available

Client Ratings

5.0

Based on 44 reviews

5 star
90%
4 star
7%
3 star
2%
2 star
1%
1 star
0%

Areas of Practice

Aged Care & Elder Law

Property Development & Planning

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