TESTIMONIALS

What clients have said

Testimonials

Sharon Erichsen

Couldn’t have asked for better assistance from Dale at Refined Wealth. Very knowledgeable and honest broker who went over and above with his service to help me with my financial business. Highly recommend to all looking for reliable, prompt and extremely professional service in the finance industry.

Melanie Andersen

As a first time home buyer Dale made the whole process easy to understand and stress free, I highly recommend Dale to anyone entering or currently in the market for a mortgage advisor and so can’t praise him enough!

Carmelita D

I found Refine Wealth on internet and I did not regret it, I wished that I have known them for years when I started doing my tax return.

Highly recommended to people who still looking for accountant.

Chloe at the front desk is friendly and make you feel welcome.

Dale is very helpful when I asked questions about soon to be my rental property, thank you for that.

I will be in contact with you again next time.
Cheers for the top service

Joe Iammarrone

From the moment I walked in, I felt welcomed and valued as a client. The team here is incredibly knowledgeable and professional, providing top-notch financial advice tailored to my specific needs and goals.
Overall, I highly recommend Refined Wealth Creation to anyone seeking expert financial advice and personalized service. Thank you to the entire team for your exceptional work!

Amy Cooke

Working to buy our very first house was remarkable less stressful than anticipated with the help of Dale. I am thankful to have as much help as we did. I’d recommend Refined Wealth to anyone!

Nathan Corunna

I was referred to Dale Mertens for the purpose of having my individual tax returns completed, and have received nothing but fast and exceptional service from Dale and the team every year.

Dale not only does my tax every year he also assists me with mortgage related matters regarding my home loan and investment property, the convenience of having a one stop shop is great.

Working in a client services environment myself, I have experienced slow and/or poor service on many occasion, so it is always a pleasant feeling when you are well looked after by a friendly and professional team. Appreciate all the work they have done so far!

Kate & Adam Hatcher

Dale was extremely professional when assisting us to secure our mortgage. He was proactive and organised, and his friendly approach made us feel comfortable in our dealings.

Dale worked hard to ensure we were getting the best deal possible even though we were faced with limited options.

We highly recommend Dale & his team.

Jodie Bradford

I have been a client of Refined Wealth Chartered Accountants for almost 16 years. I have always been given simple, yet sound advice for my small business and personal needs. For me, all the staff have been able to simplify what has always been confusing accounting jargon.

From Tax advice and preparation to Mortgage Health checks and general advice their prompt and personal service and attention to detail has always been a stand out and I have had no hesitation in recommending their services to others.

Cody Rhodes

My partner and I needed financial help with our 2 properties and just some overall guidance from a professional view, we contacted Dale and he helped us restructure both mortgages and the whole process was quick and it was so easy to understand and Dale was a pleasure to work with, we would highly recommend him to family and friends

Rob Ellison

Since coming over to Dale and the team at Refined Wealth, I could not be more satisfied with the work and effort applied to my accounts.

Not only have I had better accounting but also huge saving on my mortgage financials with new purchase and refinancing of investment property through Refined Wealth

Their customer service and attention to detail is second to none along with their willingness in going the extra mile for the needs of their clients is most gratifying

I have no hesitation in highly recommending the team at Refined Wealth to anyone seeking their highly professional services.

Natalie Hainsworth