For U Financial Services - Mount Waverley (VIC)

Neil Laurence I needed to use power of attorney for a friend of mine in an aged care facility. The very abrupt lady on the front desk said to me that I had to have the lady whose power of attorney I was representing present. I explained that this was not possible due to her age to which she responded you need to get a letter from a doctor to verify this and this was the St George bank policy. All of this is complete and upper rubbish and the dismissive tone in which she spoke to me was very disappointing. I did get the doctors letter but rather than go back to Carlingford I went to Top Ryde and was met with smiling faces and an eagerness to help and bewilderment as to why I had the doctors letter.

Sachi Hettiarachchi I had a great experience working with Sally and the team at Rand Financial Services. They were knowledgeable, efficient, and made the entire tax filing process easy to understand. I appreciated their attention to detail and prompt communication. I highly recommend their services to anyone looking for a reliable and professional tax expert!

Anna Inocencio Jo and her team have provided significant assistance to my parents over the past 15 or so years, so it only made sense for me to seek her support as I stepped into my first property purchase. I now completely understand why Jo has such longevity in her clients - Jo, Ellie and the team at Heart Financial made the overwhelming aspects of purchasing a home so much less daunting. They were always incredibly communicative, easily reachable and ready to answer any silly questions I had, which brought myself and my mother so much peace of mind. The process became so much more digestible thanks to their help and I am so incredibly grateful to Jo and Ellie for their hard work, quick turn-around time, and most of all, their care and conscientiousness every step of the way! You guys are amazing!

Alena Tracy I run 2 Physio practices and have used several different accounting firms over the last 15 years, but I have found by far that Lomax accountants deliver a much better service. I was a bit sceptical at first of their suggestion to use Xero accounting software, however I have found it is brilliant. I think these guys are great and I would recommend them to anyone.

tiger hours My Rate Money mortgage broker, Fiona, greatly assisted us throughout the entire process of securing our home loan. I would highly recommend her to other self employed businesses owners deciding which lender to proceed with. Thanks again for your help!