Financial consulting in Fitzroy Victoria

“We had two key requirements for appointing a financial adviser: 1) someone who resonated with us on a personal level, and 2) someone willing to work with our tight timeline. I had an initial phone conversation with Jen who asked pertinent questions to understand who we are and what our goals were. She explained how Kearney Group were best set up to help, and concluded our conversation by organising an introductory chat with the team we’d work with. Immediately after the phone call, we knew their commitment, philosophy and professionalism was exactly what we were seeking. The person to lead us on our journey was Kevin. He was always accomodating of our circumstances by tailoring in-person and remote meetings to work around work and family commitments. Kevin took the time to understand our goals and always remained patient with our many questions—something we really valued when navigating the complex world of tax and finances. By working with us, Kevin was able to provide us a clear view of our current finances plus a view of our future position (showing several scenarios based on data modelling wizardry). From this we were able to tailor a plan that balanced our lifestyle and future aspirations. This journey has given us clarity about our future and we now feel more empowered and confident about our finances. We would certainly recommend the team at Kearney Group!”

“I had the best experience with Fitzroy Accountancy . They made it easy and explained everything well!! very friendly staff and reasonable fees :)”

“With expert and professional advice Aperio has helped our family get into our first home. Our consultation with Marcus has provided strategies to expand our portfolio beyond what we thought was possible. His guidance in financial planning, wealth management and retirement planning are priceless.”

“Badi is very knowledgeable and helpful with my Individual income Tax. In fact of it is 20 minutes free consultation for this. He is honest with my situation by asking me to sorted out with ATO before the further paid service. Will come back for them for sure.”

“Ilias was amazing! could not recommend him more. If you're starting a business or are unsure of going to an accountant - don't be because he is your guy ! :~)”

“I’ve been dealing with B&R for 15+ years and they are always great. The people and service is tremendous”

“I really enjoyed dealing with Kostov Accountants. Service was efficient, professional and thorough. Fees were extremely reasonable. Highly recommended!”

“Sudath is a terrific tax accountant. He's knowledgable, helpful, full of advice and suggestions. He has done my tax for 4 years now and has always been diligent and a stickler for "getting it right". I recommend him unreservedly.”

“A wealth of experience coupled with a friendly family environment”

“Under New Management. Professional and CPA qualified accountants who provide thorough advice related to accounting, taxation and financial matters. Very professional and friendly staff. Services are reasonably priced. Can complete tax return either face to face appointment in office or communicate electronically. Payments are accepted direct, cheque, eft, credit card or from tax refund. Strong relationships with other professionals such as solicitors, Conveyancers, financiers, mortgage brokers, financial advisers providing additional services to clients as required.”

“Consulting Badi by phone and text over covid showed Badi and Tax Assist Accountants to be very friendly, professional and attentive to detail. I would be pleased to recommend them - even better no doubt after gradual end of lock down. Justin O'Halloran Clifton Hill”