Investment service

Special thanks to Currina at TJL for doing my tax every year, she helps me maximise my refund and she fixes any issues I may have. She's very helpful and friendly and works very hard, thanks again :)

Kellie Payne is an exceptional human being. A true professional and total expert in her field of business. She will ensure she does the very for you and your financial or investment situation. I can highly recommend Kellie to help you with your financial needs and ensure your future is secure and peace of mind by being in charge of your destiny.

I had the pleasure in working with Suzy at Yellow Brick Road West End late 2014 - early 2015.Having just come over from England into a new country all on my own, she took me under her wing and helped me on my feet and on my journey within Brisbane.Suzy helped me with understanding what superannuation was and proceeded in helping me set up a Retire Right account so I could start accumulating that super.She would work around the clock, Monday to Saturday, and I can bet even Sundays, helping customers. Whether that be helping them with their finances, their superannuation, re-mortgaging or first time home buyers, Suzy would always go up and beyond.Many customers who came into Yellow Brick Road West End, were first time buyers and didn't really know what sort of home loan they could get/afford/existed. This is where Suzy stepped in and made sure they got the best deal at that time and made sure the monthly payments were manageable for that particular person/couple.Suzy taught me a great deal whilst I worked with her, but visa restrictions, regrettably, meant I had to cease working for her. However her business mentality and passion grew inside of me and I went onto do my certificate IV in finance and mortgage broking.I would highly recommend Suzy to anyone who needs financial/superannuation/loan help in a heartbeat. You wont be disappointed with the service you would be receiving, and hey the first meeting is free!

I have had a working relationship with Les for the past 5 years and have been really impressed with his knowledge, work ethic and the outcomes he has managed to achieve for his clients. Would highly recommend.

The staff prior to 2023 were excellent and professional. Unfortunately for the directors, current staff are the opposite. Incompetent, unprofessional and should not be property managing ( code of conduct questionable).

Anthony has been more than a financial advisor - more a trusted business partner. His industry knowledge and ability to explain things to us has been invaluable across all our financial affairs' and I cannot recommend Poole advisory services highly enough. If I could give more stars I would.

Daniel and the whole team at YPYW made the process of buying our first investment property very easy from start to finish. Daniel has a way of breaking down the information and creating a strategy so it can easily be understood and absorbed! I will definitely be recommending their services to anyone that will listen!!

We have been very impressed with Jace, his advice and guidance has been invaluable as we transition into retirement. We have had some challenging questions and he has always been able to provide responses that are informed and phrased in a way that we understood. We have no hesitation in recommending Steel Lake Advisory Services.

I have been using Brendan for financial matters for over 10 years and have always found him to provide excellent personalised advice. The fees are very reasonable and he provides information and options for making financial decisions. He was able to make suggestions for financial matters that I had not previously thought of. Overall, I have been extremely happy with the team at Bridges Financial Services.

We came to Accountplan at a time when we felt lost personally and as a growing small business, with no financial guidance or support. We were looking for more than just accountants or bookkeepers, to propel our personal portfolio and business beyond just being another small business.We met with Monique and Mick, who took the time to meet at our workshop and office, some 50 mins away from their office. We were quite specific with our expectations and were impressed with the service they promised but were skeptical based on previous accounting firm promises.That was over 3 years ago and we can say with utmost joy that we couldn't be more satisfied to have Accountplan in our corner, cheering us on, supporting us at every turn and for the efficiency and promptness of their service - 100% of the time !