Ideas Group | Tax, Wealth & Finance
About the Business
Welcome to Ideas Group | Tax, Wealth & Finance, located in the vibrant city of Chatswood, Victoria Avenue. As a leading institution in the fields of accounting, establishment, finance, and a point of interest, we pride ourselves on offering a comprehensive range of financial services.
At the core of our institution is a deep commitment to our clients and their financial well-being. It all began with Tax Ideas, founded by the passionate and dedicated tax expert, Panbo Ye. Panbo's goal was to help individuals with their financial needs by providing the best possible tax ideas. As our reputation for exceptional service grew, Chartered Accountant and SMSF Specialist Advisor, Esther Gu, along with a team of experienced accountants, joined us to share our commitment to our clients.
At Ideas Group, we are excited to introduce you to our financial planning services. We understand that financial planning can be overwhelming and confusing, with many moving factors. That's why our team is here to simplify the process for you. With our expertise in tax services, we take a holistic approach to financial planning, recognizing that each individual's financial situation is unique. We take the time to listen to our clients, understand their goals, and develop personalized plans tailored to their specific financial aspirations.
Financial wisdom is key to achieving long-term financial success, and we are dedicated to providing you with valuable insights and guidance at every stage of your life. Whether you're just starting out in your career, planning for retirement, or somewhere in between, we are here to address your specific financial challenges and introduce new opportunities.
At Ideas Group, we understand the importance of feeling confident in your financial decisions. Our confident investment approach has proven successful, with 74% of our clients feeling more assured in their ability to convert costs. Finance Ideas is not just a standalone brokerage service. Alongside Tax Ideas and Planning Ideas, our expertise extends beyond loan guidance to encompass financial planning and accounting, ensuring that we consider all aspects of your finances. With us, you can be confident that there are no hidden costs, and we will take your taxes and other financial needs into account.
But don't just take our word for it. Here's what some of our clients have to say:
"We have been using Tax Ideas' services since the day we opened our business. Panbo has been incredibly knowledgeable, not only in accounting but also in other finance-related advice. Mia and Michelle are both very helpful. Tax Ideas provides cost-effective accounting services, including bookkeeping. I am amazed by their service and knowledge. I am so glad that Panbo is looking after my finance so that I can concentrate on expanding my pool building business. I appreciate and would not hesitate to recommend them to any of my friends."
"I have consulted with both Esther and Panbo for my business and found them extremely helpful. Esther provided me with many business insights and best practices, and Panbo reviewed my personal situations. I give them 100/100 stars!"
Discover the best possible ideas at Ideas Group - your real one-stop destination for all your financial needs. With our team of in-house qualified accountants, financial planners, mortgage brokers, and financing experts, we are small enough to put ourselves in your situation, yet big enough to advise you with in-depth industry knowledge. The combined efforts of our three firms ensure that we are here to simplify your financial life.
Contact us today and let us help you achieve your financial goals with our comprehensive range of services.
Photos
Location & Phone number
465 Victoria Avenue, Chatswood, New South Wales 2067, Australia
Hours open
Monday:
9:00 AM - 5:30 PM
Tuesday:
9:00 AM - 5:30 PM
Wednesday:
9:00 AM - 5:30 PM
Thursday:
9:00 AM - 5:30 PM
Friday:
9:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I am deeply disappointed with the service I received during my recent interaction with this company. The person who attended to my call was extremely rude and unprofessional. Not only did they display a complete lack of empathy, but they also failed to answer my inquiries adequately, leaving me feeling frustrated and dissatisfied. It seemed as though they had no interest in addressing my concerns and were dismissive throughout the conversation. I expected better customer service from a company of this stature, but unfortunately, my experience was far from satisfactory. I would caution others against dealing with them, as their unhelpful and disrespectful behavior is a clear indication of their lack of commitment to customer satisfaction."
"I just had an fantastic conversation with Panbo. He is very clear in his explanations with very comprehensive language for non accountant. I highly recommend their services and can only wish success for his business."
"Panbo and Michelle help me with my tax return every year. They definitely make the whole tax return process very easy and smooth. Very prompt with replies and efficient communication. Most importantly, they are very professional, knowledgeable and understand your situation. Thank you both!"
"Met with Panbo who took his time to listen to our concerns and questions with our tax and investment strategies. We were impressed by the clarity on his advice and the patience he had to ensure we understood the advice given and that all our questions were answered concisely. Highly recommend."
"I highly recommend Tax Ideas. Panbo has been our accountant for a couple of years now and he has always taken the time to go through our complex tax situation with immense patience. He's approach is to educate his client, to help them get clarity of their situation and options that they can take. Every time we speak to him, we come out of it feeling like we understand the tax system better and better. I don't think one can ever understand the tax system 100%, but with Panbo I feel confident on my choices and understand the tax implications far better than I ever have."
List of local businesses, places and services in New South Wales
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos