Refined Wealth 5 Keane Street, Midland, Western Australia 6056
About the Business
Welcome to Refined Wealth, located in the heart of Midland on Keane Street. As a leading institution in the fields of accounting, finance, and establishment, we are not only a point of interest but also your go-to partner for all your financial needs in Australia.
At Refined Wealth, we understand the importance of getting a head start on your personal tax return. That's why we offer a convenient discovery form that allows us to obtain the best possible tax return for you this year. Our team of experienced accountants, finance experts, and insurance brokers work together to deliver tailored solutions that will help you achieve the financial freedom and success you desire.
What sets us apart is our unique brand, established through the partnership of four specialist boutique financial services and brokerage firms. United by a vision and passion for client-focused advice, we joined forces to extend our individual capabilities and provide even better service to our clients. With a proven track record of success, we have worked with a diverse group of private clients and not-for-profit organizations.
When you choose Refined Wealth, you can expect exceptional service. We pride ourselves on being large enough to provide the quality, efficient, and professional service you need, while still offering the personal touch you expect. Our goal is to find a solution that best suits your needs and serviceability, ensuring that you and your family have the edge in obtaining your financial goals.
Rest assured that when you employ our services, our members maintain the highest standards of integrity, professional independence, and confidentiality. We believe in ongoing professional development and dedication to continuous improvement, which is why our team is constantly developing their expertise and bringing real-life business experience to the table. This commitment to excellence sets us apart from our competitors.
At Refined Wealth, we are committed to forming close partnerships with our clients. We take the time to understand your individual situations and customize the assistance we provide to suit your requirements. When you choose us, you're choosing the very best and significantly contributing to your wealth.
So whether you're looking for expert tax advice, financial planning, or insurance solutions, Refined Wealth is here to help. Fill out the form below and we will get back to you soon. Request a call back for a totally free consultation and let us show you how we can help you achieve your financial goals.
Photos
Location & Phone number
5 Keane Street, Midland, Western Australia 6056, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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!"
"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."
"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."
"If you're after a firm that genuinely cares for your business goals, then you really can't go past the team at Refined Wealth. Vicki was incredibly helpful and patient when it came to answering my questions. I have full confidence now that the path forward is the right one for my business, my family and my future. Thank you so much. 10/10!!!"
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