About Us
Our team of accountants, finance and insurance brokers work together to deliver you tailored solutions to achieve the financial freedom and success you desire
A wealth of experience
Why Choose Refined Wealth
Our team of accountants, 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 Accounting and finance 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 client base of small through to large businesses, private clients and not-for-profit organisations.
Looking after the important things in life
Our Expert Team
Best Advice
It’s the assurance of leading-edge expertise that’s constantly developing, and delivery of the highest ethical and professional standards.
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
Quality service and expertise is what sets the Refined Wealth team apart from our competitors. With our experience comes insight, commercial acumen, and professional judgement to benefit you.
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.
MENTORS & ADVISORS
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 and finance 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.
Ready to join Your Team
Our Clients
Individuals
Sole Traders
Partnerships
Trusts
Companies
Superannuation Funds (SMSF)
The Refined Wealth Service Experience
Refined Service
At Refined Wealth you can expect a certain treatment, it’s about learning who you are and what you do. You are not just another number on a spreadsheet.
Our clients know that when they call us with anything that’s on their mind it will be welcomed and addressed with professionalism, warmth, and care.
From the moment you step through the door, you’ll experience what it’s like to be part of the Refined Wealth family.
It cannot be undervalued that in today’s financial climate you must have a strategic approach to management of your cash flow, business growth, and taxation reporting.
Due to changes across the way businesses and taxpayers are affected by GST, not to mention ever-changing tax legislation, it is mandatory for business owners to have appropriate systems and procedures in place to encourage financial growth and stability.