Tru Advisory Pty Ltd - Toorak (VIC)

Adam Winter I have been running my business for over a decade and have worked with several accountants. However, since I started collaborating with Sagar, my experience has been truly outstanding. Sagars dedication and expertise have surpassed my expectations, and I am grateful for his invaluable contributions to my businesss success. From the moment I engaged Sagars services, I knew I had made the right choice. He displayed an unrivalled commitment to understanding the intricacies of my business and identifying areas that needed improvement. Sagars passion for his work is evident in every interaction, and he consistently goes above and beyond to ensure that my business thrives. One aspect that sets Sagar apart from other accountants I have worked with is his ability to optimize cash flow. He meticulously analysed my financial records, pinpointing opportunities for improvement and suggesting strategies to enhance my businesss cash flow. With his guidance, I was able to make informed decisions that have had a positive impact on my bottom line. Not only does Sagar excel in financial management, but he also possesses exceptional organisational skills. He has transformed the chaotic financial records that my previous accountants created into a streamlined system that saves time and minimizes errors. His attention to detail is unparalleled, ensuring that every aspect of my businesss financial management is meticulously handled. Sagar proactively advises me on the best way to progress my business. He takes the time to understand my goals thoroughly and then tailors his recommendations accordingly. Sagars insights and foresight have been instrumental in shaping my businesss trajectory, allowing it to reach new heights. Furthermore, Sagars communication skills are exemplary. He explains complex financial concepts clearly and concisely, ensuring that I fully grasp the implications of each decision. He is always prompt in responding to queries or concerns, providing timely support that instils confidence in his abilities. In summary, working with Sagar has been a game-changer for my business. His unparalleled commitment, expertise, and personalised approach have transformed my financial management practices and significantly contributed to the growth and success of my business. I wholeheartedly recommend Sagars services to anyone seeking a top-tier accountant genuinely invested in their clients success. Thank you, Sagar, for your unwavering dedication and exceptional service. You have truly made a positive impact on my business!

Chris MacFarlane There are brokers and then there is Zac. Zac reached out after I hit an Advert button on Insta for Shore Finance. I had spoken to a couple of banks and another broker and was curious to see what they might have to say about our financial position to borrow. From the moment Zac rang he showed positive intent in understanding our reasons for the loan and was happy to not only run the numbers for 1 situation but also ran the numbers for a 2nd situation which no one else had offered to do. Zac is an absolute professional, he loves his work and it shines through in his commitment to turn around times, timeliness and promptness in all communication and a willingness to go the extra step to help achieve what others told us was impossible. I loved Zac’s determination, his grit, his ability to be flexible and he met all our financial goals. In addition we worked extremely hard with Zac to give Zac everything he needed to be successful on our behalf. I have no hesitation in recommending Zac and we will continue to reach out to Zac for future opportunities. Thank you Zac, your support from Day 1 has been steadfast, absolutely tremendous and greatly appreciated! Chris.

Christopher Keryk Got my tax return done in no time, very easy, and a good return. Highly recommend .