At Owen & Peach you are met with a welcoming smile and words of greeting from both Rhonda and Lenore.
Alicja has been taking care of our business for a number of years. She is ethical, has a wealth of knowledge and integrity, and nothing is too much trouble. She is friendly, courteous and very welcoming.
When Alicja is unavailable, I have dealt with Kavindra. Again, he is knowledgeable and always takes time to investigate my problem and provide an informed explanation. He is always friendly and courteous.
Des is Des – straight-forward, strong, friendly, no nonsense.
I have recently been dealing with Andrew and he is now looking after our investments. He is also friendly, honest and ethical.
I would have no hesitation in recommending the services of Owen and Peach and OP Wealth.
Admittedly I started with a solo operator over 30 years ago, but his enterprise grew, amalgamated and finally morphed into what is today’s Owen and Peach. I have never had cause to complain, doubt or be disappointed with their service, advice or fees.
They have administered to all my and my family’s personal and business affairs. Over this time, they established company and unit trust structures for my dental practice and a SMSF for my wife and me. Later on, they assisted in the process of my taking in an associate. They attended to all our statuary, accounting, legal and tax requirements.
As I approached retirement, Owen and Peach came to the fore yet again, with advice on pre-retirement strategies and the sale of my half of the practice. They made the somewhat complicated process fairly seamless. In the midst of all of this, I was introduced to their in house financial planner, Andrew Greve, something we are eternally grateful for. We transferred the management of our SMSF and insurances to Andrew immediately. To have both your accountant and financial planner under the one umbrella allowed the proceeds from the sale of our business to be channelled in the most tax effective manner possible.
I still have some administrative involvement in the practice, and upon the advice of Mrs Kerry Dawson, the management of the practice accounting, BAS, payroll, staff superannuation etc was incorporated into Xero, the online accounting software that Owen and Peach endorses. This has been a marvellous move. All the staff has been so incredibly helpful and patient in the set up, training and implementation of the package. It has streamlined all the above procedures, saving time, money and frustration.
With my many dealings with O&P, I have learnt they are a talented and multi faceted team. No question is too simple or too complicated. I know some of our needs have been brain stormed in the office. This is the beauty of a team of operators. The advice given has always been in my best interest, and I know at times, it has been to their loss! Such is their integrity. Everyone is friendly and efficient. Responses are prompt; proposals are clearly outlined and thoroughly researched. They are a highly ethical firm. I have never felt that our affairs were at risk.
I have no hesitation in recommending Owen and Peach for your accounting needs, no matter how small or large your enterprise may be. You will be in safe hands.
Their end-to-end approach in supporting all matters financial range from providing 100% support to my company’s operation (BAS Submissions, Preparation of Annual Reports, Tax Advice), managing the tax affairs of all my family members (Yearly Tax Submissions); providing broad end-to-end financial advisory services for our Self-Managed Superannuation Fund (SMSF), where in partnership with Opwealth, we enjoy continuous dialogue and constantly monitor our wealth creation strategies ensuring pursuit of relevant changes that are agreed and implemented to maximise portfolio value in planning for retirement.
More importantly, they value the relationship with each and every client!!
Whenever there is a need to make contact, I can always be assured that the Directors of Owen & Peach / Opwealth are there!! They are totally Customer-Focussed and work hard to support you as both their customer and business partner.
Owen & Peach are all about the Client … Ready, Willing and Able!!
Their courteous, thoughtful and insightful nature as well as their knowledge of accounting has allowed me to grow and develop a number of new business initiatives with relative ease. At Owen and Peach you always feel like family, with no question too big or too small.