Kelly+Partners Accountants Pittwater - Avalon Beach (NSW)

Leann Thompson I’ve been working with James Holt for the last eight months. During this time I found James to be trustworthy and honest in all aspects. James has helped me with a complex financial issue and secured a positive outcome for me. I am truly grateful for his hard work. Moving forward James and his colleagues Mel are setting into place a bright financial future for myself. James was recommended to me and I would also recommend Peninsula Wealth Management to others.

Deviah Kalianda If you want a mortgage broker who’s got your back like a trusty sidekick and keeps every i dotted and t crossed, this is your person. Always looking out for your best interest, they turn the complicated mortgage maze into a walk in the park—minus any slip-ups. Communication? Spot on. Plus, with a sense of humour that makes even paperwork less boring, you’ll actually enjoy chatting about interest rates. Mortgage woes don’t stand a chance here!

Joe Ay I can say that in the past I have had a few bad experiences with the staff and their service, particularly with them speaking in a foreign language, but I must say that my last 2 visits were with the assistance of a member named Daria who I cannot fault. She spent the time to carefully assist me with transactions that cannot be done at home. If she is there you are in safe hands

Max Emails I’ve had an outstanding experience with Aperio. Their team is professional, knowledgeable, and genuinely committed to helping clients achieve financial clarity and long-term success. From tailored financial advice to seamless tax planning, everything was handled with care and precision. They took the time to understand my unique goals and provided clear, actionable guidance that made a real difference. I feel confident and in control of my finances thanks to their expertise. Highly recommend Aperio to anyone looking for trusted financial advisors and tax specialists!