jamesm54

#3 in Caulfield VIC

Reviews by jamesm54

JM
jamesm54 #3 in Caulfield VIC 12 Apr 2018 2 reviews · 1100 points

Wife and I needed a review of our plans for retirement including our SMSF. Brett was really good at explaining everything and drawing up the plan.

We also had our home mortgage refinanced and saved $000s !

Quality
5/5
Service
5/5
Value
5/5
JM
jamesm54 #3 in Caulfield VIC 07 Apr 2014 2 reviews · 1100 points

This Firm is very professional. They prepared my business financials on a very timely basis, gave good and cost effective advice, and helped me with both my Superannuation Fund and advised on Xero setup - very impressive.

Quality
5/5
Service
5/5
Value
5/5