CLIENT 

TESTIMONIES

John FitzGerald

"As family we have dealt with KT&A Advisory for around 20 years. We have always been happy with not only advice regarding taxation matters but also general business advice and in particular Kim's knowledge of the Superannuation Act. The information provided has allowed us to make informed decisions regarding our finances. We have always found Kim and staff to be extremely professional in their processing of taxation returns and the general advice to us regarding compliance with the relevant Acts."

Rob Furlan

"My Association with KT&A has spanned over 10 years. In that time I have found Kim and his team highly professional, with a strong willingness to advise and provide practical solutions to my business requirements. Kim and his team have assisted my business ventures and have added real benefits to my efforts over and above the mandatory compliance work around tax matters. I would strongly recommend KT&A Advisory when looking for a professional service tailored to your individual requirements - thanks Kim."

Peter Hull & Associates Lawyers & Advisors

My partner Helga Binder and I have been relying on Kim's expertise for longer than either of us can remember, for both our personal and business affairs. Apart from being one of the nicest chaps we know, Kim and his staff have unfailingly provided excellent, honest and reliable accounting services and advice. I have unhesitatingly recommended Kim to my clients and contacts on a number of occasions in the past and will continue to do so in the future, without hesitation.

Neale Hull & Rhonda Holcombe

We have used KTA accounting service for more than thirty years to prepare our tax returns and to provide help and professional advice for our business ventures and personal finances. We have no hesitation recommending KT&A Advisory

M. Campbell

In difficult financial times, it's important to have an advisor you can trust implicitly. Richard Ong understands just what I want from my money, and for the past five years he has delivered results beyond my expectations.

Cassandra O'Brien

I started with Richard Ong some time ago when I needed financial advice for my mother who was about to enter a nursing-home. I found the financial advice given by Richard to be clear and, also important to me, the staff gave advice with integrity. Since then, I have entrusted Richard Ong and his team with my superannuation requirements and I can recommend the professionalism of all the staff as well as their friendliness. Nowadays, financial planning is very complicated and it is necessary to work with people that one can trust. The staff always sent information as promised and were pro-active. I did not have to remind them about any deadlines. Also, the staff helped me through forms, explained everything, and made this part easy for me. I would no reservation in highly recommending this firm.

"I would like to thank you so much for the great financial care that you and your colleagues took of my mother's estate. Thanks to you, we were able to keep Mum in a good nursing-home and there is still a substantial sum left. I could not have done this financial side myself and I am glad that it was in such good hands."

Daniel Ellis

We have been clients of Richard Ong for more than six years and over that time have consistently found Richard and the team to be incredibly knowledgeable and attentive to our needs. They always take into account our life-stage, our goals and our appetite for risk when presenting financial strategies to us. Richard and his team are always proactively finding the best solutions to maximise our finances for the short, medium and long-term, and we've achieved all of the goals within our first five-year plan and are executing against the strategies within our second plan.

Elizabeth and David Hedger

My husband and I consulted Richard Ong for financial and retirement advice since 2009. Richard has extensive knowledge in this field and has implemented long term financial strategies for our retirement. All aspects of investment and superannuation options are explained clearly and precisely and there is detailed written follow up after each meeting. Any queries that we have are immediately investigated and responded to. We are extremely satisfied with our financial advice and excellent client service

Les & Paula Day

We would like to express our thanks to Richard and his staff who have been guiding our financial decisions for more than 15 years
It was very reassuring to deal with a professional Financial Advisor who clearly had our needs in mind above anything else
Richard’s plans, ideas and knowledge definitely improved our overall financial situation leading into retirement - Mar 2021

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