A wealth of experience

WHY CHOOSE US

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.

Refined Wealth Staff Are:

  • Professionally qualified
  • Undertake mandatory professional development
  • Bound by a code of ethics and professional standards

Refined Wealth Is:

  • Monitored by quality reviews of their relevant professional associations
  • Required to have professional indemnity insurance in place
  • Required to have a complaints procedure in place

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, 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.

OUR CLIENTS

We're ready to join your team

Individuals

Sole Traders

Partnerships

Trusts

Companies

Superannuation Funds (SMSF)

REFINED SERVICE

The Refined Wealth Service Experience

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.

TIME TO MANAGE YOUR FINANCIAL AFFAIRS?

We are one call away! Call Us Now! 6270 0590