REFINED WEALTH

accounting | finance broking | financial planning | insurance

Striving to deliver quality

WELCOME TO REFINED WEALTH

Our team of accountants, financial planners, finance and insurance brokers work together to deliver you tailored solutions to achieve the financial freedom and success you desire. Our brand was established through the partnership of 4 specialist boutique financial services and brokerage firms.

These 4 firms were united by a vision and passion for client-focussed advice and the need to extend their individual capabilities by joining forces. Individually and collectively, we have established a track record of success, working with a diverse group of private clients and not-for-profit organisations.

We offer peace of mind

We are your partner

Strategic approach to wealth

Fill out the form below, we will get back you soon.

REQUEST A CALL BACK FOR A TOTALLY FREE CONSULTATION

Have Questions? Ask Our Specialists

Monday - Friday from 9:00am to 5:00pm

6270 0590

ACCOUNTING

FINANCE BROKING

INSURANCE

FINANCIAL PLANNING

Big firm experience, small firm service

FINANCIAL SERVICES

A BOUTIQUE, FULL SERVICE, CHARTERED ACCOUNTING FIRM

ACCOUNTING

We pride ourselves on being large enough to provide you with the quality, efficient, professional service you need but small enough to offer the personal service you expect.

FIND A SOLUTION BEST SUITED TO YOUR NEEDS AND SERVICEABLITITY

  • First Home Buyer
  • Commercial Loans
  • Investment Loans
  • Standard Variable & Fixed Rate
  • Self Managed Super Funds
  • Plant and Equipment
  • Retirement Planning
  • Superannuation
  • Investment Strategy
  • Income Protection
  • Commercial
  • Business
  • Cyber
  • Worker's Compensation
  • Home

5 reasons we are right for your business

CHOOSE REFINED WEALTH

THE BEST ADVICE FOR YOUR BUSINESS

Choosing Refined Wealth gives you & your family the edge in obtaining your financial goals by giving you outstanding knowledge, skill, and commitment. It’s the assurance of leading-edge expertise that’s constantly developing, and delivery of the highest ethical and professional standards. You’ll be choosing the very best and contributing significantly to your wealth.

REGULATION & PROFESSIONAL STANDARDS

When you employ our services, you can have peace of mind in knowing that our members maintain the highest standards of integrity, professional independence and confidentiality.

BREADTH OF EXPERIENCE

Ongoing professional development, dedication to continuous improvement and real-life business experience is a hallmark of the quality and expertise of the Refined Wealth team and sets us apart from our competitors.

TRUST & INTEGRITY

Your working life is busy enough without having to worry about how your accountant or finance professional is delivering for you or your business. The team at Refined Wealth are bound by a code of ethics to uphold the highest professional standards.

ADVISOR IN YOUR CORNER

Leadership can be a lonely place, but being a director or owner shouldn’t mean you’re on your own.

More than just doing your tax and year-end returns, your accountant, finance broker, financial planner or insurance broker should be able to help you sustain and grow the business, as well as to protect the business and manage risk. In order to move seamlessly to the next stage in your development.

TIME TO MANAGE YOUR FINANCIAL AFFAIRS?

We are in your corner! Call Now! (08) 6270 0590