Refined Wealth - Midland, Western Australia

Address: 33/5 Keane St, Midland WA 6056, Australia.
Phone: 862700590.
Website: refinedwealth.com.au
Specialties: Chartered accountant, Accountant, Finance broker, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Appointments recommended.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Refined Wealth

Refined Wealth 33/5 Keane St, Midland WA 6056, Australia

☎️862700590

⏰ Open Hours of Refined Wealth

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Refined Wealth - Un tipo de riqueza refinado

Con sede en 33/5 Keane St, Midland WA 6056, Australia, Refined Wealth es una empresa de asesoramiento financiero que ofrece servicios de contabilidad, asesoramiento financiero y planificación financiera personalizada para satisfacer las necesidades de sus clientes.

Especialidades

Chartered accountant
Accountant
Finance broker
Financial planner

La empresa tiene una ubicación accesible para personas con discapacidad, con un estacionamiento y entrada accesible para sillas de ruedas. Es recomendable realizar una cita previa.

Con una experiencia de más de 20 años en el sector financiero, Refined Wealth se ha convertido en una de las empresas de confianza más destacadas en la región. Su equipo de expertos está comprometido con brindar asesoramiento financiero personalizado y atención al cliente excepcional.

Los clientes de Refined Wealth pueden esperar recibir asesoramiento financiero de alta calidad, personalizado a sus necesidades y metas específicas. Su equipo está capacitado para manejar una amplia gama de servicios financieros, desde la planificación de ahorros hasta la gestión de inversiones y la creación de planes de jubilación.

La empresa tiene una reputación excelente entre sus clientes, con 17 reseñas en Google My Business, con una media de 5/5 estrellas. Los clientes expresan su satisfacción con la atención al cliente, la profesionalidad del equipo y la transparencia en sus servicios.

Características

Expertos en asesoramiento financiero y planificación
Atención al cliente excepcional
Personalizado y profesional
Servicios financieros de alta calidad
Ubicación accesible para personas con discapacidad

Si busca un asesoramiento financiero confiable y personalizado, Refined Wealth es la opción idónea. Su equipo de expertos está aquí para ayudarlo a alcanzar sus objetivos financieros y a construir un futuro más próspero.

👍 Reviews of Refined Wealth

Refined Wealth - Midland, Western Australia

Joe I.

5/5

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!

lini G.

5/5

The Team at Refined Wealth... Good quality... Good value... Very Professional and Responsive.

Dale and Vicki Mertens very Knowledgeable, honest and Exceptional.
They helped us with our Mortgage related matters regarding our Home Loan and Fifo Tax Returns.
We are very happy with the outcome. We appreciate the great customer service.

We would highly recommend the team at Refined Wealth to family and friends.

Carmelita D.

5/5

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 😃👍

Amy C.

5/5

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!

jono H.

5/5

I was referred to refined wealth by a friend that is also a client at refined wealth. I am so glad he did. Dale and the team at refined wealth are gold. Everyone there is polite, friendly and very welcoming from reception to the consultants. They take genuine interest in your goals and work every angle to make it happen in your best interest. There was never a moment that was just too hard or a hassle. Dale never saw a problem, only solutions. The team at refined wealth are not there to waste your time. Your goal is their goal. Thank you team at refined wealth for everything.

Sharon E.

5/5

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.

Adam J.

5/5

I have always had dealings with the team.
Donna ,Sharlin and Vicki are always extremely helpful.
If i ever have any questions ,they always help me straight away.
Sharlin even went out of her way to assist me when they had closed over the Christmas break.
I appreciate the great customer service.

Melanie A.

5/5

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!