Audit & Consulting in North Sydney New South Wales
128 results found
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Sydney Financial Planning
● Open“Gary has helped me plan my pension tax very effectively. By improving the outcome of benefits to be transferred to my children. Gary has been a constant help in providing professional help in the very convoluted area of finance.”
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MM Consultancy
● Open“Mitesh is great. He is trustworthy and good person. He helped me with various matters and advice pertaining to finance and tax. A good advisor around tax and many other aspects for businesses. I do recommend him if you are looking for a good accountant”
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IQ Capital Group - Sydney Office
● Open“At first I was very sceptic meeting with their Investment specialist on how IQ captial can help achieve my financial goals. I met with Govinda and he was very transparent and clear on their strategy and fees. There was no hidden agenda and felt very comfortable talking to him. I was blown away by the number of parties involved within IQ capital which did all the work for me and made the process seamless. Every person I dealt with were professional and communicated to me promptly. Thankyou IQ capital!”
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Sydney West Business Services
● Open“When I came Sydney West Business Services, my books were in a complete mess. Angela worked tirelessly to bring my personal, business and SMSF work up to date and did it with a smile! Angela has a vast knowledge accross a range of Accounting needs and I could not recommend her more highly.”
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AGS Financial Group | North Sydney
● Open“Matthew Lloyd (Financial Planner) and Sophia Kander (Accountant) are incredibly valuable to me as a business owner and individual. Matthew never dumbs down his financial analysis and is always willing to get into the detail of superannuation strategies and market considerations with me. Highly recommended.”
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Infocus St Leonards
● Open“I have worked with Jane for many years in putting together an investment strategy and property portfolio. Because of her advice I'm making informed decisions that are best for me. I cannot recommend her high enough, her ability to simplify what can be complicated high finance concepts are what has helped me put a plan in place so that no matter what life throws at me, financially I'll be ok. Jim was a delight to work with when I was refinancing my investment loans. Banks can jack up their interest rates and assume people can't be bothered to keep refinancing their loans every couple of years because of how laborious it is - but Jim managed the process superbly and helped get my loan consolidations over the line. No doubt when the time comes again to refinance, I will be reaching out to Jim again!”
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Secured Wealth Advice
● Open40 Yeo Street, Neutral Bay NSW 2089, Australia“We work with a lot of financial advisers and Secured Wealth are the best. They are the only financial planners we recommend to our clients and the constant positive feedback and gratefulness of our clients keeps us referring them. They have a genuine interest in creating and securing wealth for their clients with a well thought out financial plan that is based on the clients needs and goals. Don't be fooled by other financial planners looking to sell ill located and overpriced investments. Go to someone who cares with ethics, call Secured Wealth.”
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Freshwater Financial Services
● Open“Katrina was amazing. We previously organised our own mortgage directly with the banks — but found using Freshwater so much easier and friendlier. Very highly recommend!”
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Ken Doan Taxation Accountants
● Open“Ken is not only an experienced Tax agent but also a great communicator. Not only does he prepare your taxes but he leaves you better equipped with knowledge and sound advice to take into your next financial year. Highly satisfied with the service - thank you.”
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Box Advisory Services | Accountants Parramatta
● Open“I have had the pleasure of working with Davie Mach as my accountant and I must say, he has exceeded my expectations. His professionalism and attention to detail have made the financial aspect of my business seamless and stress-free. Davie always goes above and beyond to ensure that I understand all of my financial statements and makes sure that I am fully informed of any important financial decisions that need to be made. He is always available to answer any questions I have and provides clear, concise advice. I highly recommend Davie for anyone looking for an exceptional accountant who truly cares about their clients' success.”
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Shadforth Financial Group
● Open“My wife and I have been using Josh Blythe at Shadforths for financial advice for a number of years - particularly with regard to superannuation and wealth management planning as we approach retirement. After a unstaisfactory experience with a previous advisor the integrity, knowledge and personal approach provided by Josh and his team have given us confidence and peace of mind for our retirement.”
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Stanford Brown
● Open“We have been clients of Stanford Brown for many years and have been extremely satisfied with the level of attention paid, not only to our investments, but to us personally. Our advisor, Andrew Griffin, is very knowledgeable in the field of investment and is always happy to answer any questions we may have.”
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Integrity Plus Accounting
● Open“I found Scott in an online forum where he competently answered taxation questions on cryptocurrency, a black box for me and many others. Impressed by his expert responses and easy explanations on crypto taxation, I decided to reach out to him, ask more crypto questions, and, based on his expert knowledge, engaged his business IP Accounting to work on my two outstanding tax returns. After a previous accountant has thoroughly let me down in the past, I knew it was important to find someone who would be committed to helping me get things done, rather than me needing to chase the accountant endlessly and never hear back. I can tell that Scott is committed to results, and genuinely cares about helping his clients. When I first contacted Scott and his team, I was feeling quite overwhelmed by the amount of work I knew would be ahead of us. Scott did a fantastic job in addressing any concerns I had, and in coming up with a simple action plan for us to get a significant amount of work done in the most hassle-free way. He promptly followed up what we discussed with an easy to do list in their project management software, and reached out to my bookkeeper right away as well. Whilst we haven't formally started working together yet, I have a really good feeling about this; Scott successfully managed to lower my stress level about the outstanding returns, which is invaluable! I look forward to smooth collaboration on my tax returns. Thanks Scott!”
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City Tax Accountants Miller Street
● Open“Great experience! So friendly, knowledgeable and professional. Will definitely be a returning customer. Hate taxes and numbers and they made it so simple and did all the work for me! Elina was just an absolute delight!!”
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EndureGo Tax
● Open“I have found EndureGo Tax staff to be reliable, most helpful and always flexible to suit their clients needs. A very professional business.”
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H&R Block
● Open“I chose H&R Block Neutral Bay for this year's tax return and I am so glad I did. Van's efficiency enabled him to complete my return on the spot, he tracked the progress of my assessment at the ATO all the way, and I have already received my tax refund. I have even been given a $25 discount for next year's return ! I will definitely be asking Van to complete my return next year.”
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