Money and Finance Solutions - Preston (VIC)

Greg Whiteoak I recently organised a business overdraft facility with Shift & the whole process has been seamless. The platform is very simple to use & understand & the customer service I have received from my Account Manager Ik has been outstanding. I highly recommend this company & their facilities.

Neha Mital Thank you Matt for your excellent service for both tax filing and advice. Matts knowledge and expertise is extraordinary. He is extremely thorough and articulate, whist following legal requirements, ensuring all aspects of tax, including income and expenses are well considered and the returns are maximised for me! Matt goes above and beyond to communicate and assist me and it is a pleasure working with him. I highly recommend Acuity Financial Services.

Tracey Croke I chose Navigate Financial because they came through a good ol’ word-of-mouth recommendation from a friend. Further, it’s a Sydney/NSW based company with responsive people you can (within reason and biz hours) pick up the phone and have a chat with. I engaged Navigate to manage my Super and tax returns. Tony Borg and Jill Yang do a topnotch job of looking after those so I can have more stress free time playing out on my bike.

Maria Yebra Harry has been doing my tax return for a few years and is by far the best I have found. Not only is the great value for money but he was very efficient and thorough, finding deductions I had not even thought and getting me the best outcome possible. I have recommended Harry to countless others who seem to be equally satisfied. After trying multiple accountants and seeing what cheap can get you in this sector (one even took 8 months to do my tax return!), Harry is quick and very communicative. I had the return money on my bank like a few weeks after starting the process! Well worth every penny. Definitely recommend.

Sean Nugent Had Connie help me through the process of refinancing my home loan. Made things very easy and simple. Can’t recommend her enough.