Top 30 Best Financial consulting in Melbourne Victoria
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Jensen Financial Planning
● Open“I've been dealing with Chris and his team for over 20 years now. I appreciate his advice and assistance. While I'm not a multi millionaire yet, I'm well on the way. Thanks again Jensen Financial. Steve”
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Cruz Financial Planning
● Open“Jayden is easy to talk to and responds to our questions with clear answers. We have found Jayden’s advice has been really helpful to us. We are very happy with his ongoing services.”
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Kearney Group Financial Services
● Open“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!”
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Rising Tide Financial Services
● Open“We highly recommend Sam Jewell and the team at Rising Tide. Sam has been fantastic to deal with, understanding of our needs, setting up and executing a plan to help us achieve both our short and long term financial objectives. Sam is easy to work with, highly efficient and very knowledgeable. Working with Sam will be one of the best financial decisions you will make.”
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Marvel Consulting
● Open“We have used Marvel for a few years now and Michael has been amazing. So helpful and a great guy to work with. Michael went above and beyond for our family. Could not recommend Marvel enough. Would not use anyone else”
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Wattle Financial Planning
● Open“Chris has been a great help in arranging my income protection insurance. Was able to leverage off his high level of knowledge of the insurance industry to tailor a policy best suited to my needs. And plus he is extremely personable to deal with and flexible with appointments too.”
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K Partners Accountants & Financial Advisers
● Open“Ajay and his team are very professional and are up to date with the industry. They have helped us obtain the best outcomes in this very uncertain financial climate. Highly recommend”
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St Anthony Financial Planning
● Open“Anthony was introduced and recommended to us by a mutual friend and we are glad that we met Anthony for our financial advice and planning. It is impressive that how he was able to get us to determine what exactly is important to us and provide a very personalised plan to achieve our financial goals. He is very professional, has a thorough knowledge and experience to assist us. I just want to thank Anthony for pointing us to the correct direction and helping us to actualise our financial goals.”
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Planet Wealth Pty Ltd, Financial Advice, Financial Planning Advice
● Open“Ali from Planet Wealth is extremely helpful. He listened to my goals and propose plans that tailor to my long term goals. It has been a pleasure working with the team at Planet Wealth, they are professional, timely and up to date with market conditions.”
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Financially Sorted
● Open“Lucy, Finance Broker, Financially Sorted, Moonee Ponds, has been my broker for many years and she is an absolute super-star! Her depth of experience shone through yet again during a recent refinancing of some tangled loans. Lucy worked incredibly hard and communicated clearly to me and to the lenders throughout the process. Her extensive knowledge of financial loan issues is above and beyond. I believe you couldn’t ask for a more astute professional who gets the job done which is especially appreciated in these difficult times of institutions’ restrictive lending policies. I highly recommend Lucy.”
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Zimsen Partners - Tax Accountants | Bookkeeping | Business Advisors in Keysborough, Melbourne
● Open“We have been using these accountants for the past few years and their service is amazing. Jacky has always taken very good care of us especially around tax time. Highly recommended.”
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Rands Tax & Business Consultants
● Open“Absolutely can't recommend Sally highly enough. Sally went above and beyond to get myself and partner our loan. She has great communication and we felt update throw the whole process. Was always happy to answer any questions. 10/10”
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Walker Financial Solutions
● Open“My husband and I really needed to begin planning for retirement, even though it seems a long way off! We were slightly worried about the amount that we had in our superannuation accounts and the amount still potentially left on our mortgage, and needed some guidance. Rod is so knowledgeable and truly cares about setting us up for our future. He spent a lot of time getting to know us as people first, and getting to know our personal and financial goals. The financial plan is comprehensive and has not only made us feel secure about retirement, but excited! Rod checks in with us regularly and has made the process of setting up insurances, superannuation and investments very easy.”
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PLATINUM FINANCIERS
● Open1 Queens Road, Melbourne VIC 3004, Australia“Nick was very easy to work with; honest, knowledgeable, genuine, friendly, caring and a true professional who goes above and beyond. He took the time to answer all my ("silly") questions and concerns, and managed to secure my very first home loan (which was touch and go!). I couldn't be any more grateful for all his efforts and highly recommend his services. Especially if you are a first home buyer who has no idea where to start. Thanks so much Nick!”
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Tomorrow Financial Solutions
● Open“I recently had the pleasure of working with Rose Kaur to secure a loan, and I couldn't be more impressed with her service. From start to finish, Rose demonstrated a level of professionalism and expertise that far exceeded my expectations. What really stood out to me about Rose was her dedication to helping me find the best possible deal. She worked tirelessly to negotiate with lenders on my behalf and was able to secure a loan with a lower interest rate than I thought was possible. Overall, I couldn't be happier with my experience working with Rose and Tomorrow Financial Solutions.”
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Financial Scope Melbourne - Mortgage Broker
● Open34 The Parkway, Patterson Lakes VIC 3197, Australia“Clint is the mortgage broker terminator. The Mortgaginator! Clint nailed our refinance with a great outcome and rate with a minimum of fuse. He was there at every point in time to help fill out documents and answer questions. He essentially held our hand through the whole process making it extremely stress free. I do not hesitate to recommend Clint and Financial Scope Melbourne. Thanks again Clint for an awesome result in our anything but standard case!”
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Jpatax & Accountancy | Best Accountant in Clyde Melbourne
● Open“Mr. Sandeep has been doing mine tax for the past 2 years. He makes doing my tax returns a simple and stress free process. He takes the time to listen and answer any questions you may have. He provides great service.”
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TaxBright Accountants - Tax Accountant Melbourne
● Open“Lana handled my personal tax return with a level of efficiency and thoroughness I certainly did not expect out of a regular tax agent engagement. Even as I had my consult during a challenging time with covid19 and peak period leading down to Jun 30, my experience was made very smooth and enlightening, as Lana took the time to patiently explain over the phone various aspects of my return. Lana was relentlessly in ensuring we have covered all areas of deductions available (I almost thought she was doing her own return as she was clearly more motivated to chase every last dollar!!) I find the fee charged ,considering the above and beyond efforts Lana put in, extremely value for money, and will be engaging her and her team for the next tax season.”
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Melbourne Tax Advisory
● Open“Sam has been my business accountant for a number of years. His attention to detail, efficiency, depth of knowledge and advice is second to none. I have no hesitation in recommending Sam, his professionalism is highly recommended.”
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AIMS AUSTRALIA Tax Accountants in Melbourne, Expat Tax, Late tax filing
● Open“I have been receiving, advice and tax help from this company for the last 3 years. I have never been so satisfied with an accounting service. My tax returns are always done to the highest professional standards and at a very reasonable price. I cannot recommend a better accounting practice- both helpful and knowledgeable. I have always received help and support beyond what any other tax accountant would offer and will always do my personal income tax returns with them. I have been to other accountants and certainly was not as impressed with their services as I have been with AIMS Australia Tax Accountants in Melbourne. I will recommend them to all my friends and family.”
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Utax Accountants - Tax Accountants Melbourne
● Open“Excellent service. They had lot of patience to listen and make changes whenever I approach them. I am going to refer them to my friends as well.”
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Accru Melbourne
● Open“ACCRU was initially recommended to our family by a friend. Staff at all levels proved to be as capable and considerate as we could wish. Senior managers and accountants impressed as highly skilled professionals. My mother required advice on a range of complex financial and personal matters. Director James Pastellas led an exceptional team - astute, generous with their time, extremely courteous and patient. Their highest priority at all times was to achieve the best possible outcomes for my mother, both financially and with regard to her welfare. ACCRU showed remarkable foresight in their management of her account. The winding up of my mother's estate was greatly facilitated by their insight and understanding as well as their assiduous attention to detail. I would have no hesitation in recommending ACCRU as a firm with an imbedded culture of integrity and quality. ACCRU have audited the accounts for ADFAS-Yarra* for the past 3 years in a pro bono capacity. I have been grateful for their expertise, ongoing advice and generous support especially in regard to transitioning to an online accounting system and the necessary update of all procedures. Jane Anthony *ADFAS Australian Decorative and Fine Arts Society”
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AIMS AUSTRALIA, Tax Accountants Melbourne, Late Tax Returns Melbourne, Expat Tax Filing Melbourne
● Open“The serviced I received by nika and his company was absolutely excellent, recommend highly. They did my personal and business tax return at a really competitive rate and had it all turned around in no time really quickly. Thanks alot guys”
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Medical Accountant for Doctors and Allied Health in Melbourne - Medic Accountants Pty Ltd
● Open“As a locum doctor and my 1st time having to file my taxes as a sole trader. Noman is such an incredible tax accountant, who has helped me maximise my returns (Even on things I didn't expect to be tax-deductible) and provided wise financial planning for the year ahead. Also as a busy doctor, he helped to streamline the paperwork required for the tax-filing process. On many occasions, I felt very comfortable and taken care of after the tax-planning sessions with Noman. I would 100% recommend him to anyone, particularly fellow healthcare professionals.”
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Demir & Co - Melbourne Tax Accountants
● Open“Highly recommended Sinan Fantastic service and great knowledge really helped me with my return this year. He has won himself my business for many years to come .”
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Reliable Melbourne Accountants
● Open“Recently, I had the pleasure of working with an exceptional Accountancy Firm who has truly left a lasting impression. From the moment I engaged their services, it was evident that this accountancy firm possessed an in-depth knowledge of the financial landscape. In conclusion, I cannot recommend Reliable Melbourne Accountants highly enough. Their expertise, attention to detail, proactive approach, and unwavering integrity make them an invaluable asset to any business. They have not only provided exceptional financial services but have also become a trusted partner. If you are seeking an accountant who goes above and beyond, look no further - you have found the best in the business.”
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South Melbourne Accounting
● Open“Noel is an amazing accountant! So knowledgable, patient and helpful also. I was so happy with the outcome after our first meeting. And very reasonably priced too. I couldn't recommend him highly enough!”
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VTL Consulting & Accountants
● Open“The second year of using their service.Very professional and would recommend it to anyone.”
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Melbourne Nepean Lawyers
● Open“Kelly was absolutely awesome in the court room. Before court, my case was thoroughly looked through more than I expected. Long story short, the judge gave me the absolute minimum he could mandatorily, when my 3 charges were expected to give me alot more.”
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AMA Lawyers & Consultants
● Open“Angel and her team is very efficient. They keep us informed and posted throughout the entire process while we were selling our property. They handled all the enquiries and attended all the issues. We had a very smooth and worries-free transaction. Thank you.”
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