Audit & Consulting in Queensland

“Tom and his team have been nothing short of fantastic. Always ready to help in any way and their advice has been excellent. They have been the best Financial Advisers we have had and we have full confidence in their ability to provide the best advice. Tom is always very welcoming anytime we have come to his office and we will be continuing our association with Qualia Wealth for the foreseeable future.”

“My session with Michael was very valuable. He was professional and knowledgeable and made great suggestions. He explained everything thoroughly and his advise was easy to understand.”

“We have been dealing with Ben at Scott Wealth. Ben is very knowledgeable and has been very helpful for us in terms of planning our financial retirement future. I am sure the outcome for us is so much better than if we tried to do it ourselves. I would certainly recommend Ben to anyone looking for financial planning advice.”

“I have been working with Hudson and in particular Michal for a few years now. They have certainly offered some invaluable guidance and genuinely want me to succeed with my financial goals. Everyone I talk to is more than happy to help in any regard and is always up for a quick chat, it’s the personal service and ability to contact them when I need that keeps me as a customer. Highly recommend.”

“If like us, you have the need to assist your parents with the transition to an assisted care facilities… then don’t start the journey until you have spoken with the team at Beacon Aged Care and Retirement Advisors. There is so much to understand and the team at Beacon will navigate the mine field for you, taking away all the pressure and provide clear, uncomplicated, professional guidance that will make this difficult exercise hassle free, leaving you time to support your family without concerns. I will look nowhere else now or in the future….call the team at Beacon …. It will be the best advice you may ever receive.”

“We moved our business over to Sammut Bulow several years ago from a big Brisbane accountancy firm where we felt just like a number. Sammut Bulow give a great one on one service and they really care about you and your business. Couldn't be happier! Best thing we ever did!”

“I first met Tony from Cornerstone when we were assisting my mother with her financial retirement plans. We met with several different financial advisers before deciding to go with Tony and his team. He was understanding, knowledgeable, trustworthy and unbelievably helpful in providing timely financial advice and setting up a stable income retirement stream that maximises the benefits of superannuation and a retirement income and investment stream in the most tax effective way. Suffice to say we are very happy with the high level of service, support and communication on both a personal and professional level . . . thanks so much. Paul and family”

“My husband and I thought it was time to get some financial advice given that we were getting close to our retirement. We had many questions and once we had our initial free consultation with Tamara we got a great vibe from her and new she could help us. Each and every contact we have had with Tamara since has been exceptional. Tamara is very clear and concise and answers all the questions we have. She is extremely helpful and professional. Tamara and her team have kept us well informed of the process and I cannot recommend her enough. I actually feel our retirement is going to work out for the best and we can't thank Tamara enough for that.”

“Kerri showed genuine concern and compassion for my mum’s individual circumstances and gave practical and independent advice. This helped me put a plan in place, which I was able to quickly activate when given a week to take up an aged care placement. Knowing how to arrange mum’s finances to fund her place really gave me peace of mind to focus on her well-being. I can’t recommend Kerri highly enough. Thank you Kerri.”

“Prior to my retirement 12 months ago, it was recommended to me to contact this firm and speak to Sally Bell about my situation and the best way to approach retirement financially. I did this three or so years ago and have been very happy with the professional and caring approach to me personally and my finances. Sally’s guidance and recommendations have helped me to know the best way forward to invest my money, budget wisely and ensure maximum longevity of my retirement finances. I am very thankful for this. I have found all staff that I deal with at this firm very professional and helpful. With sincere thanks, Lyn Flowers .”

“We were referred to John via a colleague and I am so glad we were. He was professional, reliable and helpful. He was very patient and took time to educate us on finances, answer questions and was genuine in providing the advices. We would confidently recommend John and his services to anyone.”

“Blaine and the P3 planning team have helped me save money and get more out of my insurances, super fund and more. I've moved to investing which I never would have been able to do myself, and found ways for me to make my money work harder for me - with the aim to retire early and use my money as a tool to help me enjoy the lifestyle I want. Thanks to the whole team :)”

“So very happy with my tax return, Nick is very professional and good at what he does so very easy to communicate and understand the process of my tax return Nick is very knowledgeable so happy with outcome will definitely be back next year”

“I highly recommend Gurjinder, I am a sole trader working in Disability. He has helped me beyond any other Accountant has, his patience is amazing!!,not to mention how happy I was with my Tax refund!! I highly recommend him for any sole trader working with Ndis clients.”

“Adrian has been so helpful in helping us plan for retirement and navigating the options of investing through superannuation and the associated tax implications. He is very personable and knowledgable. We highly recommend him.”

“I was introduced to Ahmet who has been incredibly efficient and provided outstanding prompt service and advice during a difficult time. Thanking him for always being a phone call away and taking into account my personal circumstances when advising me. Thanking you for making this process less stressful.”

“Scott was awesome beginning to end with our home buying process. He stuck with us even after two of our initial buy offers fell through… it was a long slog but third time was a charm and we landed a house with Scott’s help. He was great at walking us through things step by step and was generous with his time in explaining everything. Very happy!”

“Just had my tax return completed by Mukesh DEVANI. Once again Mukesh has done a great job. Once again Mukesh thank you for your professional service. Cheers Wayne (Client)”

“We have been seeing Neil for many years now for both business and personal accounting services. Neil is professional, knowledgeable and always willing to answer any questions or concerns that we have (without judgement). We would highly recommend Neil for your accounting and business needs.”

“Our first tax return was an absolute breeze. Thinus provides an incredibly efficient and friendly service. I highly recommend him!”

“We worked with Antonio from Planning Box to set out and implement our retirement. The guidance and advice provide by Antonio is exemplary. The plan he recommended was well thought out and he was more than happy to work with our accountant to ensure the strategy was suited to our current circumstances, but flexible enough to meet our future financial needs, in addition to ensuring each part of the plan was well articulated and understood. On a final note - We have entrusted out finances with Will and the team at Mortgage Box for approximately 20 years; now we have worked with Planning Box (Antonio) to implement the next phase of our financial journey - retirement. Highly recommend the service of Planning Box and Antonio specifically. Thanks and Regards Mark”

“Lachlan and the entire Yield team are magnificent. Their advice has been spot on. They are very responsive and we wouldn’t use anyone else for our business advice.”

“We have been with Scott Quinlan and his team at Solace Financial every since they emerged from Whittaker Macnaught over 10 years ago. Their advice and service has been outstanding and we would highly recommend them to any future investor.”

“We been with Luke & WealthFit for a number of years now and can honestly advise that the advice & service we receive is second to none. The advice he has provided has enabled us to be in a great financial position to retire earlier than expected with the comfort of knowing that we will be fine in the future. We highly recommend anyone to pick up the phone and talk with Luke as he will put your mind at ease knowing you are in the right hands with your future..”

“Andrew has provided crucial advice around personal financial management and future goals from the initial consultation. He is knowledgeable and talks to the point. We will continue our journey with Andrew to shape up our future financial goals.”

“Rob is my FP at BFP. Rob goes above and beyond his role. He is kind, has an incredible passion for customer/ client service/s. Rob's knowledge is second to none. Always up to date on the latest trends and if he doesn't know or is unsure, he will find out. Rest assured your future/ retirement is safe with Rob and his team at Bayside Financial Services.”

“Garth took the time to understand my financial position and provided straight forward actionable advice. I would highly recommend him if you are looking for a genuine trust worthy financial planner.”

“Always love catching up with Lyle and the crew. Unfortunately, finance is not my thing, so I am happy to have Lyle watching out for me. If I can semi retire by 60, goal achieved and I will be happy.”

“Our experiences over the years with Chris have been nothing but easy and positive. He always follows through with all that is required and keeps us updated on the process all the way through from beginning to the end. We Highly recommend Chris for all your financial services and advice.”

“I had small deposit and the desire to get into the housing market, I was being steered towards townhouses when all I really wanted was a stand alone home. I was referred to Mark with exceptional skills as a mortgage broker who took on the challenge. I was guided through the process and it was not as overwhelming as I expected it to be. Mark kept me updated with regular contact making it alot easier for me. I knew exactly what I had to do and what to expect. Thank you so much Mark, I now have a place I can call home for my daughter and I.”