Client Testimonials

Don’t Take Our Word For It!

Here are just a few of our client testimonials. This is the best evidence to illustrate how our clients feel about the service we provide them.

“I have been engaging Tax Effective Accountants’ services now for five years.  I have found them to be honest, reliable, intelligent, well informed and genuine in their service provision.  It is convenient to have all these services under one roof (and not have to engage a number of different professionals), plus it makes their advice all encompassing” - Gaynor Dewick – Transfield Holdings

” Tax Effective have been our company and personal accountants for several years. They are a one stop shop and can service our mortgage, insurance, super and taxation requirements all under one roof. Their service offering is second to none and no rquest is too great for them to handle. They have proven themselves over the years and have advised us how to best structure our business to minimise the tax payable. we have and will continue to highly recommend Tax Effective Accountants.” - Rick Nassar – Precision Sourcing Australia

“I am at an age where I had to do something about my Superannuation and Salary Sacrifice, people are always giving you advice go and see a financial adviser.  I arranged a meeting with Tax Effective Accountants to discuss my financial situation; they explained everything to me and would work out a proposal for my circumstances. I had another meeting where they gave me the proposal which I was very happy with so I went ahead with the plan and so far everything is going very well.” - Robert Garrick – News Limited

“The financial advice offered by Tax Effective Accountants showed a firm grasp and understanding of the property markets as well as changes in the financial conditions of the economy. Eventually, we acquired a new investment opportunity in the Eastern Suburbs.  Tax Effective not only guided us through the mechanics of the purchase, but arranged for a competitive loan, the necessary insurances and a very competitive property management service.  We even got them to do our taxes!” - Denise Smith – School Principle

“Tax Effective Accountants have been providing financial advice to me for 10 years, in response to their advice my portfolio was diverted into property, superannuation and managed funds, which have helped me to weather the ups and downs of various markets.  This strategy has set me up for retirement and has made me feel confident about my financial future.  By using Tax Effective I have found that all my financial affairs are seamlessly blended. I would thoroughly recommend the services of Tax Effective.” - David Motte – Self - Funded Retiree

“At Tax Effective we found advisers, not a salesperson. Dealing with the one person from our first meeting for advice through to the final investment solution left us with a feeling that we were people and not just a client.” - Robert Bowie – News Limited

“I encourage everyone to undertake a financial diagnostic, regardless of what you believe your financial health to be.  It identified that I was wasting tens of thousands of dollars every year because of inefficient loan structuring.  I was shocked to see how my bad my situation was – seeing it all on one piece of paper was an eye-opener for me. I now involve Tax Effective Accountants in all of my financial decisions.” - Michelle Dawson – UBS

“I have dealt with Tax Effective for the last 5 years, during which time they have provided me with excellent support in the areas of tax return preparation, investment strategies and advice (not to mention cleaning up my mountains of paperwork). Their responsiveness, professionalism and value for money is beyond compare, and I can confidently recommend them as a solid partner and experts in their field” - Lincoln Booth – Pacnet

“I have been a customer of Tax Effective Accountants for over 10 years. Over this time, we have developed a financial strategy which has been very successful. The service & advice I receive from Tax Effective Accountants is excellent. I always find them to be trustworthy and professional in all of my dealings. I would highly recommend using the services of Tax Effective Accountants to anyone who is serious about building a long term wealth strategy.” - Tony Romeo – Business Owner

“Just wanted to say thanks to Tax Effective Accountants for the time that you’ve spent with Ian and I. Ian made the comment that where would we be now if we had of come across you guys 10 years ago? (Probably debt free and retired). Oh well we are on the right track now.” - Karen Hodgkinson – Business Owner

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