Empowering You to Achieve Your Financial Goals
At Monash Tax Accounting Services, we believe that every individual and business is unique, with distinct needs and goals. As a thriving business with over 13 years of experience, we are committed to providing personalized services that cater to your specific requirements. Our team of qualified professionals is dedicated to helping you achieve your financial goals, whether it's building wealth, securing your future, or simply managing your finances.
Our Story
Monash Wealth Pty Ltd was founded in 2002, and has since become a leading provider of integrated accounting, tax, financial planning, and mortgage services. Our team has expanded over the years to provide a comprehensive range of services under one roof. We believe that our clients are an integral part of our firm, and we strive to provide quality services in a timely and efficient manner.
What We Offer
At Monash Tax Accounting Services, we offer a wide range of services designed to help you manage your finances, achieve your goals, and secure your future. Our services include:
- Accounting and Tax: We understand the interconnected nature of business ownership and personal wealth. We bring the two sides of your life together, ensuring that your business and personal finances are aligned.
- SMSF (Self-Managed Superannuation Fund) Management: With an SMSF, you can control your superannuation, enjoy tax benefits, and reduce administration costs.
- Financial Planning: We develop holistic strategic plans to create and manage your wealth, helping you achieve your financial goals.
- Loan and Mortgage Services: We have access to a range of lenders and can provide a range of loan options to suit your immediate and long-term requirements.
- Industry Expertise: We specialize in serving medical professionals, IT consultants, business owners, construction professionals, and cleaning company owners.
What Sets Us Apart
At Monash Tax Accounting Services, we pride ourselves on delivering more than just financial solutions - we provide personalized advice, expert guidance, and tailored strategies to help you achieve your goals. Our team is dedicated to providing exceptional service, and we work harder to deliver more, achieving better results for our clients.
Meet Our Team
While our team members are highly qualified and experienced, it's our clients who are the heart of our firm. We believe that every individual and business is unique, with distinct needs and goals. Our team is committed to understanding your needs, providing personalized services, and helping you achieve your goals.
Get in Touch
We would love to talk to you and learn more about your financial goals and aspirations. Whether you're looking for advice on tax planning, SMSF management, or simply seeking guidance on financial planning, our team is here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Overall Experience
The reviewers have shared their experiences with Monash Tax, mentioning their interactions with the staff, the quality of service, and the results they achieved.
Positive Feedback
Many reviewers have praised the professionalism, responsiveness, and value provided by Monash Tax. They have appreciated the knowledge and expertise of the staff, particularly Shan and his team, who have helped them achieve their financial goals. The reviewers have also commended the team's ability to make the tax return process easy and stress-free.
Staff Service
The reviewers have specifically mentioned the exceptional service provided by the staff, including Titilayo, Komala, Nathalia, and Shweta. They have been praised for their helpfulness, prompt response, and ability to provide personalized guidance.
Home Loan Experience
Several reviewers have shared their positive experiences with the Home Loans team, mentioning their assistance in securing their first home loans. The team has been praised for making the process stress-free and extremely helpful.
Negative Feedback
One reviewer has expressed disappointment and frustration with the company, citing issues with professionalism, quality, responsiveness, and value. They have mentioned difficulties in getting financial documents and being charged for work not done.
