Findex Ballarat - Ballarat Central, Victoria

Okay, here’s a detailed description of Findex Ballarat, presented in a formal and helpful tone, suitable for someone seeking information about the firm:

Introduction to Findex Ballarat

Findex Ballarat is a respected financial advisory firm located in the heart of Ballarat Central, Victoria. Dedicated to providing comprehensive financial solutions, Findex Ballarat caters to a diverse clientele with a focus on delivering personalized service and expert advice. The firm operates from a modern office at Level 2/909 Sturt St, Ballarat Central VIC 3350, Australia, making it easily accessible for local residents and businesses. You can reach them directly at Phone: 353045700, or visit their informative website at Website: findex.com.au.

Specialties and Services

While specific details regarding their core specialties are not independently listed, Findex Ballarat’s affiliation with the broader Findex group suggests a robust range of services. These typically encompass:

• Tax Planning & Compliance: Assistance with tax assessments, returns, and strategic planning to optimize financial outcomes.
• Superannuation Advice: Guidance on superannuation investments, contributions, and retirement planning.
• Financial Planning: Development of tailored financial plans to achieve personal and business goals.
• Risk Management: Strategies to mitigate financial risks and protect assets.
• Estate Planning: Support with wills, trusts, and other estate planning documents.

Location and Accessibility

The firm’s strategic location at Level 2/909 Sturt St, Ballarat Central VIC 3350, Australia provides convenient access for clients in the central Ballarat area. Notably, Findex Ballarat offers Wheelchair accessible parking lot, demonstrating a commitment to inclusivity and accessibility for all visitors. This feature alone contributes significantly to a positive client experience.

Client Feedback and Reputation

Findex Ballarat consistently receives overwhelmingly positive feedback. The firm boasts 18 reviews on Google My Business, with an impressive Average opinion: 5/5. This high rating indicates a strong commitment to client satisfaction and a dedication to delivering exceptional service. Based on these reviews, clients consistently praise the professionalism, responsiveness, and expertise of the team. There appears to be a particular emphasis on personalized attention and efficient service delivery – with several reviewers specifically highlighting the ability to manage consultations remotely, as demonstrated by the experience of client Narelle V.

Recommendation

For individuals and businesses seeking reliable and knowledgeable financial advice in Ballarat, Findex Ballarat presents a compelling option. Their commitment to accessibility, coupled with the consistently high praise from their clients, strongly suggests a firm dedicated to building long-term relationships based on trust and mutual success. We wholeheartedly recommend exploring their services further through their website: findex.com.au. Contacting them directly via phone at 353045700 will allow you to schedule a consultation and discuss your specific financial needs.

👍 Reviews of Findex Ballarat

Narelle V.

5/5

I recently had my tax assessment completed by Findex Ballarat. Sheree was amazing and allowed me to complete over the phone as I work out of town. She was extremely professional and made my experience fast and easy. I received my refund in less than one week! Thanks Findex and Sheree, you will certainly be hearing from me next year!
Narelle V

Jim D. J.

5/5

My financial advisor at Findex has always shown absolute diligence, honesty, and timeliness in all he has done for me over the years and has saved me a huge amount of money in the process.

I thank him for all his work and patience. I can't recommend my experience highly enough.

Kim A.

5/5

I find that Findex, and in particular Simon Curtain one of their Ballarat accountants, are highly professional, client oriented, give wise counsel and terrific guidance, plus they are extremely helpful, friendly and quite simply they have managed to enhance each and every one of my appointments with their quality service.
I would never look at another firm and I would encourage potential clients to book their appointment sooner rather than later.
Thank you Simon, and Findex. Kim Armstrong.

Aaron B.

5/5

The team at Findex Ballarat has been a critical part of ensuring my success in navigating many of the challenges involved with starting and operating a new business. The advice provided has always been comprehensive and I highly recommend them to anyone looking for assistance in starting a new enterprise.

Chris H.

5/5

I have been dealing with Findex for a number of years and while my business is very small I have never felt that i am wasting their time. I get speedy and professional advice from very capable consultants Chris

Lyle D.

5/5

Brett Holloway and Beverley Wren have looked after our tax accounting and advice for many years now and I have no hesitation recommending them as a great team in the Findex group.

Steve B.

5/5

Very professional Accounting Business, The reception staff were very professional and able to direct my query to the right person first time. Nat was then able to quickly deal with my tax return

roger C.

5/5

Always had a good experience with Findex taking care of my tax return, great advice and service!