- Financial Planning
I’ve been a client of Karen’s for 9 years. Her knowledge of the associated tax implications with regard to inherited shares has been brilliant, first class. Our meetings are fun and a pleasure… professional and with a smile. The entire team at ... read more
Greg has been assisting my husband and me for a number of years now. His knowledge with regard to investment property calculations and self employed regulations and deductions, and his patience, promptness and willingness to assist are a testament to ... read more
I have been a client of theirs for several years and I have always found them to be nothing but professional, friendly and informative. I have mainly dealt with... read more
Personalised Tax Services provide an excellent, professional, thorough and friendly service. They are prompt and provide great financial and business advice. I highly recommend their services.
Personalised Tax Services were recommended to me by our financial planner at Retire Invest. Their service is excellent and I love being able to drop all our paperwork off to Karen knowing that she will take care of it efficiently and diligently. Every ... read more