At Accountplan, we're proud to be a locally-based business with over 35 years of experience on the Redcliffe Peninsula. Our aim is to provide a broad range of quality financial services to our clients, with a focus on maximising wealth and minimising tax, while helping our clients grow their own businesses.
Our Services
As a professional Taxation, Accounting, Mortgage Broking and Financial Planning business, we offer a range of services to cater to our clients' needs. Our services include:
- Accounting & Taxation: Our team of experienced accountants and tax professionals can help you with all your accounting and taxation needs, from personal and business tax returns to budgeting and financial planning.
- Business Services: We offer a range of services to help businesses grow and thrive, including business advisory and mentoring, financial planning and wealth creation, superannuation and investment strategies, and risk management and finance advice and broking.
- Mortgages & Finance: Our mortgage broker can help you with all your commercial, franchising or home loan needs, ensuring you get the right loan for your situation.
- Financial Planning: Our team of experienced financial planners can help you set and achieve your financial goals, from investing in shares or property to creating a self-managed superannuation fund.
- Insurance: We can help you assess and mitigate your risk with a range of insurance products, ensuring you and your loved ones are protected against the unpredictable.
Meet Our Team
At Accountplan, we're proud of our dedicated team of professionals who are committed to providing exceptional service and expert advice to our clients. Our team includes:
- Mick Doyle, General Manager & Mortgage Broker
- Katrina Simkin, Administration & Bookkeeping
- Louise Buchan, Administration & Reception
- Monique Belz, Senior Accountant
- Tahni Blewett, Senior Accountant
- Jodie Fletcher, Accountant
- Ramona Onciu, Accountant
- Rohit Maheshawari, Senior Financial Planner
Contact Us
If you have any questions or would like to learn more about our services, please don't hesitate to contact us on (07) 3883 8999 or email us at reception@accountplan.com.au.
Overall Professionalism and Expertise
The reviewers have had outstanding experiences with Accountplan, consistently praising the firm's professionalism, expertise, and outstanding customer service. Many have been long-time clients, and have made the decision to continue using the firm's services due to the high level of service they have received.
Individual Reviews
The reviewers have shared their positive experiences with various staff members at Accountplan, including Monique, Jodie, Mick, and Eden. Many have praised the staff's ability to listen, understand their situation, and provide personalized advice and guidance. The firm's staff have been described as prompt, responsive, and easy to communicate with.
Special Mentions
Several reviewers have highlighted the excellent services provided by specific staff members, including Mick's ability to secure a "bloody good deal" for one client, and Eden's guidance and support in setting up a business's bookkeeping.
Consistency and Reliability
The reviewers have praised the firm's consistency and reliability, many having been clients for numerous years. They have appreciated the firm's ability to adapt to their changing needs, providing ongoing support and expert advice.
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