They are great, the staff are always happy and welcoming. No stress when working with them.
We just switched to SBW after years at another Accountant, after 15 mins Alan had identified changes to our business structure and distribution of funds that have saved us over $2000 in tax!
Contact from reviews on womo for hubby's personal tax return. Great initial meeting but then required various follow-ups to get an answer on refund and correct errors. These follow-ups negated initial experience. Is a bit cheaper than others but will go with another company given the follow-ups required.
Approximate cost: $165
Thanks for sharing. I would give them a miss!
Alan was professional and was also interested in us and our business. He has a good knowledge of small business and our needs and we look forward to an ongoing relationship.
Approximate cost: $300.00
Alan and his team are exceptional in whatever they do, be it tax returns (individuals, companies, trust, super fund, etc), bas, financial planning, business set up and many other services. The quality is top notch and service is fast and efficient. They work according to client's requirements and not other way round as most accounting firms do.
Approximate cost: $3500
I have been a client of Alan's for over one year. I have greatly appreciated his personal, caring and professional advice that he has given, in guiding me in making some very important decisions around my financial future.
Alan and his team help me immensely through all the stresses of having to start my own business. They made sure that i knew what was happening at every stage of the process and ensured that i had everything in place from applying for finance to maintaining my bookkeeping after i opened my doors.
I went in for a tax return, which was processed on the spot and lodged that day. They then followed up, identifying I had no Income Protection Insurance and reviewed all my personal Financial Planning needs including Superannuation. I am now reassured my insurance is current and up to date and my Super is working towards my planned retirement figure...not just sitting there in many funds not doing much! They are fantastic, friendly, thorough and professional.
These guys did my tax return so quickly, i was shocked. The staff are always helpful and never mind when i bring in a shoebox full of tattered receipts for my tax return and BAS
Approximate cost: $400
Alan has carefully chosen the best insurance policy for my wife and myself and then successfully negotiated a great discount on premiums. He also organised the transfer of the superannuation funds into a more flexible super fund and prepared a plan of investments in accordance with our profile and requirements.
His team assisted in every step of the process, the guys are very quick in response and resolved all the minor issues fast and efficiently.
Alan is very keen to provide an advice should any question arises - it's not simply "set it and forget it" - there is a continuous and ongoing support and I feel confident they are truly a part of my team.
Approximate cost: $500
“We wholeheartedly endorse Rashesh and Fortune Wealth Creation Group, and words”…
“We are very grateful for the wisdom, time, and professional advice that we have”…
“Scott and Cres have helped me and my wife so much with our financial planning.”…
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