About

We have been clients of Roy A. McDonald since 1978, utilizing their services of taxation accounting & financial management.  We were referred to them by a life insurance agent who noticed that we had fallen into the hands of some very average accountancy.

Roy moved quickly to set up the appropriate structures that would put us on a new path of recovery from the past, & progress for the future.

At times, some of the calls seemed tough, but looking back, we now fully appreciate the wisdom of their advice as we enjoy the benefits thereof.

Roy & his team took care of an area that was completely outside of out skill-sets, & guided us over the years with diligence, professionalism & close personal attention.

Regards,

Graeme & Elizabeth

Roy McDonald and his team started looking after our tax affairs thirty years ago after being recommended by a work colleague. Needless to say things have changed a bit since then. My wife Sue has retired and I have moved from being an employee to contracting within a partnership registered for GST, back to employment and now I am semi-retired with part time work as a contractor. Twenty years ago we rolled our various funds into a managed super fund set up as a company.

Through all these changes, Roy and his staff have managed all our finances under the one roof. Tax, BAS, partnership set up, financial planning, managed super fund, the lot. We have great confidence in the accountant who handles the tax affairs and Mark who looks after the financial planning and super fund management. They work together to optimise our affairs and make sure that there are no surprises come tax time. Thanks to Roy and his team we are now looking forward to living comfortably in retirement. We highly recommend them.

Kind regards,
Kim and Sue

Wow, That’s what I call exceptional service.

Thank you, cheers Fiona

Thank you for your expert advice and we would like to say having your help has made our Tax Returns quite painless.

The firm has been very helpful.

Regards

Pamela

Please pass on to your accountant that he is a genius. Great turnaround too – thank you.

Well deserved and our accountant had been great support for their business entity and rental property.

Thank You

Allison

When I was first introduced to Accounting/Financial Planning practice, Roy A. McDonald/Lindale Insurances Pty Ltd, it was roughly five years ago. My family consisted of my husband and myself and three children. We lived in a villa amongst just under 300 other units – the body corporate in the complex was making us feel like villains not like owners. We had credit card debit – not out of control but really hard to keep on top of. My husband worked full time and I had part time income coming in. We wanted to move out but with a new baby at home the prospect was a bit overwhelming.

I was one of those people who dreaded tax time – who felt invaded whenever someone looked through my personal papers. If I felt like that with tax – how would I feel with someone looking at all my financial matters? It wasn’t like that with Roy, he sat down and asked where we wanted to be and showed us the path to get there. Through Roy’s efficient staff we managed to get more tax back than we could have imagined possible. If I ever had a question I would ask and it was never a problem.

Before we knew it we were moving into a four bedroom house and had no credit card debit. We were in a position that we could have another child and soon enough Kaitlyn was born.

My ultimate dream was to live on acreage, to be able to grow fresh fruit and vegetables and allow the children to have the space to run. In May on 2009, I achieved that goal. I now live on a 7 acre property just south of Brisbane and am incredibly happy.

I didn’t realise how much financial stress I was under, until I was shown the way out. I am now in a position where I have a strong safe future and if something did go wrong my family would be just fine.

Over the last few weeks we have been affected by the Brisbane floods, our house has remained dry but we have had damage to our property. As much as this is upsetting and frustrating, our finances are in a situation where this is an annoyance not a drama.

I believe I would still be okay had I have not ever been introduced to the team at Roy A. McDonald/Lindale Insurances Pty Ltd, but I certainly wouldn’t be in the situation I am in now. I have a great life which I am able to enjoy without fear of what may be lurking in the future.

Kindest Regards

Jodi

Mark Felton of Lindale Insurances Pty Ltd has been my financial planner for two years.

I have found him to be approachable, helpful and accessible in all my dealings. Before my meeting with Mark I was very concerned about my future financial security. However, in my first meeting with Mark, I was put at ease regarding my financial situation and felt confident that I was able to achieve financial security in the future.

The advice given by Mark was very clear and easy to understand. Mark has always been willing to answer any question I may have and nothing is too much trouble. I now feel that my financial security is on track and am able to confidently make wise financial decisions. Mark has been very up front and clear about all fees and charges related to his services. I would happily recommend him to anyone looking for a financial planner.

Yours Sincerely,

Mrs Argentino