Persistence Finance Pty Ltd - Altona North (VIC)

Alex Zavadil Got these guys to set up a self managed super fund. Cannot speak highly enough of the whole experience. They are so professional, knowledgeable, friendly, and very quick to respond to queries. Ive been working with Jackson Mill and David Cassarino. Highly recommend!

May Chang SJM Accountants provides exceptional accounting services. We have been a client of Steve Millar for several years. Steve is always proactive in how to make sure our business is set up to operate optimally as well as on the lookout for programs or schemes that can assist with a tax benefit to our business. Coupled with strong integrity and professionalism means you have accountant that walks with you on your business journey. If you are after a tax accountant and accounting services who acts as you business partner, look no further.

Fussy Fellow David is excellent at his job, gives advice tailored to the investment risk/profit profile you set for yourself and has been an essential consultant to our group. Whilst all investment involves some degree of risk, with Davids guidance, the net position of our portfolio has consistently averaged higher than our projections. If I had to highlight a particular specialty it would be his knowledge of Superannuation Taxation law, legislation, and trends in which his knowledge is second to none.

Basan Subedi Good office of Credit recovery

Michael Kabalan I have been dealing with Heath Banfield for many years and have always found him to be an excellent communicator who is always looking at finding the best strategy in planning for our financial retirement needs. I would recommend him highly to others looking for a great financial planner.