Thankyou so much for the advise that you have given us in relation to transferring ownership of our principal residence and converting this to an investment property.
This has already made it possible for us to move into an upgraded home.
- Sally and Nigel Anderson

We are thrilled with your personalized service, last year we went to H & R Block and we were not happy with the outcome, we are now your clients forever. The recommendation to transfer some of his shares to Helen in the recession to minimize his capital gain and transfer wealth across is a definite option that we are going to explore further. This will result in shares being sold at a loss in my name to be rebought the same day in Helens name.
- Helen and David Smith

We were very impressed with your advice on setting up a family trust so we can pay the children $2666 each, why didn’t we get this advice 2 years ago. This will give Michelle her own business and we can hire out more often to other businesses who need this equipment. We just love the extra time to you take to get to know us and help develop our business.
- Russell and Michelle Dickson

Thank you for the card on the death of my father it was a difficult time. I have appreciated the advice you have given me over the years about management of the estate and I think this will help us minimize our tax bill and resolve the distribution of assets as we had the family meeting before Dad died.
- Denis Harper

Kerry you have been a welcome relief from the dull and lifeless accountant I have had for the past 10 years, I always leave with a smile on my face to face another year. Thankyou!
- Rosemary Rooper

You came highly recommended for your knowledge of investment properties and I am very impressed with your knowledge. More impressive, is that you have taught me so much in a hour about how I should manage my rental property, why did my previous accountant make it sound so confusing. Thanks for switching on the lights.
- Greg Talbot

You picked up several missing depreciation amounts in my tax over the last few years, these have been rectified so I received about $6,800 additional refunds. Thankyou very much! I'm so pleased to have found you!
- Helen Maitland