Below are some testimonials we received from our clients.
I have been dealing with Bez from Abbotts Finance Brokers for a number of years. He’s helped me obtain finance for a few of my properties and I always call Bez to discuss the figures before I act on a new purchase. He is reliable and always willing to discuss matters with me – this gives me peace of mind before I take the next step!
Brent and Shelley Sanders, Baldivis, Western Australia
As self funded retirees returning to Australia after many years overseas finding Abbott’s Chartered Accountants was for us a lucky referral as we really had no starting point to find a trusted advisor. Now many years on we can sit back and appreciate the financial structures you have put in place that have evolved to accommodate our changing family needs. Whilst complex, they have remained highly tax efficient, relevant and suitable throughout and will eventually see the transition of our affairs to our now adult children and grandchildren in an uncomplicated manner. Your appreciation of the level of hands on involvement that I have sought in managing our own affairs has helped us stay closely in touch with the financial side of our retirement and we are comforted that there are other options available to us if we want to empty the in-tray into your laps instead.
We look forward to you continued support and assistance in the future.
Graham Falkiner – Retired Pilot
Bez from Abbotts Finance Brokers has been acting as my broker for many years and my dealings with him are always informative and helpful. I work offshore and often have to leave things in his capable hands, but I do this with confidence as I know that he will get the job done! I will definitely continue to recommend Bez to others.
Stan Bramwell, Currambine, Perth, Western Australia
Bez from Abbotts Finance Brokers has assisted me in obtaining finance for many of my property transactions. His knowledge and experience is invaluable when it comes to structuring my loans correctly and searching for the best lender to suit my situation. I have no hesitation in recommending Bez to others.
Hieu Tran, Tuart Hill, Western Australia
I did a lot of research prior to getting my first home loan and am very happy with the loan that Bez from Abbotts Finance Brokers found for me. Bez went out of his way to provide me with the best home loan deals, including giving me constant updates of home loan rates / deals. His service was exceptional, providing timely and accurate advice. He was also able to push through my approval much faster than usual, to the request of the seller. I recommend Bez to everyone I know that is looking to re-finance or take up a new loan. A couple of friends of mine previously recommended him to me, and since then I am sure he is getting more clients from my recommendations.
Sean Adam, Padbury, Western Australia
We are full time property consultants / developers. Bez from Abbotts Finance Brokers has assisted us to obtain finance on a number of our projects and it is reassuring to have an experienced finance broker such as Bez on our ‘team’. Whether it’s residential or commercial finance that we are after, we are confident that Bez will research the best options for us, and we can rely on him to get our finance approved… on time!
Nat & Abel Jardim, Hilton, Western Australia
I have been a client of Bez since 2007 and have found him to provide honest and practical advice in a timely manner. I have no hesitation recommending Bez to colleagues, friends and family and will continue to consult him on my future financial dealings.
Andrew Thangarjah, Swanbourne, Western Australia
We were fortunate to be introduced to Abbott’s Chartered Accountants by a fellow expat when we were in need of some professional advice for our Australian based financial affairs. Living in a remote country like Tanzania you get to appreciate people who are comfortable with having an electronic relationship. Chris is adept at communicating his advice via email and crackling phone calls. Abbott’s Chartered Accountants provide us with a secure and professional resource to manage our international financial affairs from an Australian base and the advice is always clear, timely and extremely useful. Chris and the team at Abbott’s Chartered Accountants live up to their motto of being proactive accountants providing peace of mind, particularly when you are a long way from home.
Minh Hennessey – Tanzania
After turning 40 with 2 children and a wife to look after I knew I should do something about getting some personal insurance to make sure if anything happened to me my family would be OK. While it took a while to convince myself to actually put something in place I soon discovered that making the decision to do something was the easy part, working out what type of insurance I needed, what level of cover etc was much harder. I first went to see an insurance broker who provided me with lots of options but no real advice as to what would be best for my situation in regards to trading off what was covered under the insurance versus the cost of premium. Fine if you want top level insurance cover and are happy to pay for it but I had a sense that there must be a smarter and more cost effective way to get the right insurance coverage.
After looking around on the internet I found a Financial Planner, Paul Hodson from Charter Plan, part of Abbott’s Wealth Management. Paul offers a comprehensive set of Financial Planning Services including advice on personal insurance products. For me Paul was able to help assess my current situation and work with me to determine what sort of insurance options may suit my needs. This included providing an understanding of how much income insurance I needed taking into account my financial commitments, other existing assets and income requirements. For Life Insurance, Paul again provided me with the information I needed to work out how much cover I required as well as working out the most cost effective way or purchasing the insurance through a super fund. Paul’s strength in providing financial advice is that he was able to understand my situation and my preferences around risk and tailor the information he provided accordingly. I ended up being able to put in place a level of insurance to cover my family’s needs if anything happened to me while making sure it was done in a cost effective manner.
I would recommend Paul to anyone looking for help working out the most suitable personal insurance products as well as for anyone seeking financial advice and planning in general.
Patrick Gethin, Carine, Western Australia
I am an active property Investor who is passionate about property! Bez has assisted me obtain finance for many of my property projects and he is always available when I have any questions regarding finance. Bez is consistent and reliable in his dealings and he will always go the extra mile to get finance approved.
Caroline Nurse, Palmyra, Western Australia
Abbotts Finance Brokers assisted us with a complex bridging finance transaction that included multiple properties. We found Bez very professional, knowledgably and an excellent communicator. He handled all aspects of the finance process and turned a potentially stressful and complex transaction into a well managed process. We have no hesitation in recommending Bez to others and hope to use the services of Abbotts Finance Brokers in the future.
Rosa and Simon, Scarborough, Western Australia
Bradley Abbott and the team at Abbotts Chartered Accountants have been our accountants, advisors and business confidantes since the inception of our business 10 years ago. Working closely with them and in particular Gabrielle Zonato we have found their sound advice, financial scrutiny, professionalism and customer service to be second to none. They are very approachable any time of the day whether to obtain advice or just to clarify taxation queries. We have found them very knowledgeable within their field and always up to date with the complex Australian taxation system. We have been very happy to have the Abbotts Team working with us, and look forward to many more years of this working partnership.
Janie Jones – Director, Saltbush, Australia
We have been associated with Abbott’s Chartered Accountants since 2009 and we wouldn’t be here without them. We recognised early on they are a professional, well managed and forward thinking business. But, we have come to realise they are more than that. They not only care about your business performance, they care about your personal finances and well-being and it’s through their fantastic support team we have come to know them as friends.
They are the first decent Accounting Firm we have come across in our 20+ years of operation and we highly recommend them.
Ras Erasmus – Director, Labfit
Our business faced many challenges when we first came to see you and chief amongst them was the need to address our taxation burdens associated with the businesses ongoing growth. The assistance provided by Abbott’s Chartered Accountants to ourselves in helping us structure and deal with our challenges over the years has been invaluable.
The complex web of structures and strategies you recommended and implemented may have made our heads spin at the time, but we appreciate that they have produced lower taxation costs and superior cashflow for our business and our family.
Whilst the practical and day to day management of our taxation and business compliance requirements continue to benefit from your ongoing support and assistance, it is the comfort that we can turn to Abbott’s Chartered Accountants to help us address the ad hoc and major changes and developments in our business that we appreciate the most.
We look forward to continuing to do good business together.
Nathan Dibb – Director, Ambience Air
Running a very busy pharmacy group over the years has presented a variety of challenges and I feel fortunate to have had Abbott’s Chartered Accountants around me for professional support during those challenging times.
Whether it is has been a matter of analysing our financial results using your knowledge of the pharmacy industry or assisting us with business valuations and finance for acquisitions, or attending to our taxation and compliance needs, Abbott’s Chartered Accountants have always been there with a steady and professional helping hand.
I have found Abbott’s Chartered Accountants to be creative in your advice where necessary and also conservative when appropriate. As a personal trusted advisor I know there are no issues in my business and personal financial affairs that are not improved by the addition of your council on the matter.
I look forward to your continued involvement in my business decision making and financial management.
Gia Cecchele – Proprietor, Inglewood Amcal Chemist & Innaloo Discount Drug Store
We have been in business for many years and have had a few accountants over the years. Abbotts have been our accountants since 2007. Since then we have had peace of mind to know that our financial affairs are in good order, our taxation position complies with the law and is being maximized and our business compliance requirements are being met. We can call Abbotts for assistance on a range and taxation issues as they arise and get solutions to our problems.We will continue to recommend Abbotts to our friends and business associates.
Fernando Ortiz- Blue Collar People Working Group (Employment Agency)
I have been a client of Abbotts since 1989. I have always received great service and expert advice both when I owned a small business and more recently as a salary earner with some property investments.One of the reasons for my small business succeeding was Brad’s accountancy skills and sage advice. Gabby has also been fantastic and understands my financial situation and looks after my accounting affairs very efficiently. Not only that-I enjoy my relatively infrequent meetings with Brad and Gabby, I feel like I’m more than a customer to them.
Peter Bentley- Medical Service Manager (Australian Red Cross Blood Service)
Abbott’s have looked after my family for forty years or more. For me it is about peace of mind and feeling comfortable that my interests are being looked after by people I trust. Chris and Gabby have provided a professional and personal service to me for many years, and even though I’ve lived overseas in recent years they are only an email or phone call away and continue to look after the welfare of my family and I. This is something we greatly value and appreciate.
Phillip Roe, Wiltshire, United Kingdom