What clients have said


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 16years. 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

Vicki has been my saviour for the past 4 years and has assisted with both of our businesses.  Whenever I need to ask a question and am looking for advice I know she is only a phone call away.  I trust her completely and know that she only ever wants the best for us personally and in business.  Her knowledge and foresight is truly amazing.  I certainly wouldn’t go anywhere else.


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