Obsidian Wealth Management Reviews

Yoyo Yako 2025.11.04

     

Working with Thaveesh at Obsidian Wealth has been a great experience. He takes the time to listen, explains everything clearly, and builds a plan that actually makes sense. Highly recommend him and the team.

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Reply from Obsidian Wealth Management 2025.11.17

Thank you for your wonderful feedback Yako! Looking forward to building with you in the years to come!

Tiff PM 2025.10.31

     

I can’t recommend Tav highly enough for financial planning. If you’re after someone who genuinely cares about helping you make the most of your money, Tav at Obsidian Wealth is the one to see. His advice is clear, practical, and perfectly tailored to your individual goals. He’s created a complete financial plan that aligns with my lifestyle and long-term vision. It’s been an outstanding experience so far, and I’m confident we’ll continue working together for many years to come.

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Reply from Obsidian Wealth Management 2025.11.02

Thank you for your kind words, Tiff! Your satisfaction and trust is appreciated and we look forward to continuing to support your financial journey.

Susan Rivera 2025.10.25

     

If you’re looking for someone who genuinely cares about helping you make the most of your money, I highly recommend Tav at Obsidian Wealth. He provides clear, practical advice that’s easy to understand and tailored to your unique goals. He built a complete system around my lifestyle and vision for my future. It’s been an excellent experience so far, and I’m confident we’ll be working together for many years!

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Reply from Obsidian Wealth Management 2025.11.25

Thanks so much for your amazing feedback, Susan. It was a pleasure working with you and we're looking forward to a long and successful relationship ahead!

Johnny Tolbert 2025.10.20

     

I had a great experience working with Obsidian Wealth. Thaveesh helped me get real clarity around my finances and put together a plan that really makes sense for my goals. He took the time to explain everything clearly and made the process simple from start to finish. Highly recommend their service to anyone who wants genuine guidance and results.

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Reply from Obsidian Wealth Management 2025.10.26

Thank you for your kind words, Johnny. Looking forward to supporting you in your financial journey!

Ana Myriam 2025.10.13

     

I highly recommend Thaveesh from Obsidian Wealth Management. His professionalism, genuine care and attention to detail really stands out. He took the time to listen and is helping me build a financial plan that alligns with my lifestyle goals. I value his guidance and the personalised approach he brings to financial planning. I feel very confident that my financial future is in good hands. Thank you Thaveesh.

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Reply from Obsidian Wealth Management 2025.10.12

Thank you for your amazing feedback, Ana. We are pleased to be part of your journey ahead and look forward to your continued success.

Tilan Delpechitrea 2025.09.12

     

If anyone’s looking for excellent, straightforward guidance on building wealth and structuring a system that truly suits your needs, look no further—give Thaveesh at Obsidian Wealth Management a call. He takes the time to understand your situation, explore your goals, and tailor an approach that fits you perfectly. Thanks, mate. I’m looking forward to working together for many years to come!

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Reply from Obsidian Wealth Management 2025.09.14

Thank you for your kind words, Tilan! Building a lasting relationship is important to us, and we look forward to working together to help you achieve your financial goals. Your trust in us is greatly appreciated!

Vuk Savic 2025.08.28

     

Working with Obsidian Wealth has been an excellent experience as someone new to Australia. Thaveesh made it easy to understand how superannuation, investments, and cashflow planning work here, and he tailored everything to suit my goals. He helped me put the right structure in place for long-term wealth creation and growth, which has given me real clarity and confidence about the future. I’d recommend him to anyone who wants a financial adviser that genuinely cares and delivers results!

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Reply from Obsidian Wealth Management 2025.08.29

Thank you for your wonderful feedback, Vuk. We look forward to seeing your progress!

Yousif Elias 2025.08.27

     

Thaveesh at Obsidian Wealth has helped me greatly achieve business goals, his approach was great and his advice was clear and thoughtful. Highly recommended to anyone trying to grow financially.

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Reply from Obsidian Wealth Management 2025.08.29

Thank you for your positive review, Yousif. Really glad we could help and that you found the advice clear and useful. Excited to see you keep kicking goals!

Margaret Cunniffe 2025.08.25

     

I’ve had the pleasure of getting to know Thaveesh through our business network. He is young, ambitious, and brings a refreshing, common-sense approach to financial planning. What stands out most is the way he listens and engages with others, which gives me confidence that his clients are in good hands! Margaret Cunniffe, Director - VIP Business Network

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Reply from Obsidian Wealth Management 2025.08.26

Thank you for your review, Margaret!

Daniel Calleja 2025.08.24

     

For me, it’s all about how easy it was to communicate with the team at Obsidian. Everything was clearly explained, and I always felt like I understood not just the advice, but the why behind it. The strategy wasn’t just focused on wealth creation.. it was holistic and tailored to my full financial picture, which made a real impact. Highly recommend for anyone looking for clear, strategic, and long-term financial guidance.

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Reply from Obsidian Wealth Management 2025.08.25

Really enjoyed working together, Daniel. Exciting journey ahead and looking forward to big things. Thanks for the positive review!

Claudia de Lange 2025.08.22

     

I had the pleasure of working with Thaveesh and I can honestly say he is one of the best financial advisers in Melbourne I have worked with. He took the time to really understand my situation and gave me clear, practical advice that made a big difference. Highly recommend him if you want someone who actually cares and knows what they’re doing.

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Reply from Obsidian Wealth Management 2025.08.23

It was a great pleasure working with you as well, Claudia! Really excited to see what's next and thank you for your positive review!

Michael Melbourne 2025.08.19

     

I engaged Obsidian Wealth Management and they were great. Thav is very knowledgeable and helped me grow my asset portfolio with his network. I cant recommend them highly enough!!

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Reply from Obsidian Wealth Management 2025.08.19

Thanks Michael, it was a pleasure working with you!

Harriet Lammin 2025.07.28

     

Thaveesh is an experienced advisor who is dedicated to providing his clients with a personalised approach to their wealth management. His attention to detail is next level and he is reliable and responsive to your needs. I can highly recommend working with him if you are looking for excellent advice and someone who will listen to your specific needs and tailor their approach for you.

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Reply from Obsidian Wealth Management 2025.07.29

Thanks for your positive review, Harriet!

Viv G 2025.07.17

     

Thaveesh’s passion for the work he does was evident from our first meeting. His wealth of knowledge, professionalism, and willingness to answer even the smallest questions have given me confidence in his ability to set us up for success.

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Reply from Obsidian Wealth Management 2025.07.21

Thank you for your positive feedback, Viv!

David Gillman 2025.07.09

     

We have just signed up with Obsidian Wealth with Thaveesh. The two meetings were very insightful and played an important roll in us changing superannuation providers. We now have more access to investment opportunities than the previous provider. Thaveesh has promised to keep a close monitor on our portfolios and advise if we need to make changes should the circumstances require it

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Reply from Obsidian Wealth Management 2025.07.11

Thank you for your review, David!

Dojiok Dojiok 2025.06.30

     

Loved working with the Obsidian Wealth crew. Super organised and easy to understand, which makes dealing with finances so much less stressful. Highly recommend!

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Reply from Obsidian Wealth Management 2025.07.08

Thank you for your positive feedback, David!

Christopher Papastavros 2025.06.30

     

Thaveesh at Obsidian Wealth takes a personal approach, truly listening to my goals. Their advice is clear, thoughtful, and tailored to my needs. Highly recommend.

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Reply from Obsidian Wealth Management 2025.07.08

Thank you for your positive feedback, Chris!

paramvir singh 2025.06.30

     

The team is incredibly knowledgeable and genuinely client-focused. I’m super happy with the service and highly recommend Obsidian Wealth for anyone looking for an expert in financial planning.

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Reply from Obsidian Wealth Management 2025.07.08

Thank you for you positive review, Vir!

Richi Rich 2025.06.27

     

Thaveesh is an absolute gem when it comes to financial planning. He’s young, smart, and really knows his stuff — but what I appreciated most was how well he listened. He took the time to understand my goals, explained things in simple terms, and gave me advice that actually made sense for my situation. No pressure, no jargon, just honest guidance. I felt really comfortable and confident working with him. Highly recommend him if you're looking to sort out your finances with someone you can trust.

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Reply from Obsidian Wealth Management 2025.06.27

Thank you, Richi. Pleasure working with you and looking forward to big things!

Vicki Gads 2025.06.27

     

Thav has been my financial adviser for almost a year, and I couldn’t be happier with the support and guidance he’s provided. He’s helped me streamline my superannuation and plan an investment portfolio tailored to my retirement goals. Thav is consistently professional, knowledgeable, and proactive in helping me navigate the often complex world of financial planning. Thanks to his expertise, I feel much more confident about my future and retirement.

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Reply from Obsidian Wealth Management 2025.06.27

Thank you for your positive review, Vicki! Grateful to be part of your journey.