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Three years ago I was introduced to Mark Felton of Lindale Insurances Pty Ltd, and he has been looking after my financial interests since.

His company have been able to provide me with worry free solution to the management of my finances.

I have confidence in Mark Felton’s ability to look after my interests. He is always patient and available.

I would recommend anyone who is near retirement, entering the superannuation stage, or just requiring financial advice, to discuss their preferences with Mark Felton

Betina

After more than a decade Roy A. McDonald had been keeping my finance’s in tip top shape – I moved out of the area and had another accountant do my finance’s One realises just how good Roy A. McDonald when the other account fails to deliver what Roy A. McDonald does every day. I am very fortunate to be back with Roy A. McDonald even if I need to travel further, but their service is beyond measure.

Hendrik – Minus VIII.pty.

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

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