Comments on 0475 689 064

Comments on 0475 689 064


Deborah CFO

Posted on April 8, 2026
Caller type: Service
Location: Australia
Category: inquiry
Person: Lee
Mood: grateful
Caller: Manager

I initially spoke with Lee and then the manager Luke and then had further discussions with Ian and Varley. From the outset, I was genuinely impressed with the professionalism and structure of the entire team as I am work in the financial sector as a CFO and workk alongside major banks.

This company is the real deal. They’ve helped us restructure and gain control over approximately $500,000 in debt, while also contributing an additional $50,000 to our superannuation within a matter of months.

On top of that, they showed us how to strategically use around $23,000 per year in tax to accelerate our mortgage debt, grow our super, and work towards acquiring another property. The impact this has had on our financial position and our family’s future has been significant.

It’s rare to come across a team that not only talks a big game but actually delivers real, measurable results. We’re extremely happy with the outcome and confident in the strategy moving forward. I dont usually write reviews but this is where I came when I had a missed call so I figure this might help others. Worth the phone call and well worth the zoom meeting, will use this company again.
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private

Posted on February 19, 2026
Caller type: Service
Location: Australia
Caller: Luke

I don't usually bother writing reviews but I think I have to with this one. Spoke with Luke who is the manager, the amount of knowledge these guys have on tax diversions and debt reduction is astonishing. I have had my initial zoom meeting but im going all inn with the second meeting to sort out my tax and super now.
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Jamie

Posted on February 19, 2026
Caller type: Company
Location: Australia
Caller: Luke and Ian

I cannot rate these guys higher they have left our accountant in the dust. With the cost of living and 3 kids and a mortgage this couldn't have happened at a better time honestly. I would recommend this company to anyone who pays a lot of tax or wants to pay your debt down faster! 20 stars all round for being professional, caring, informative. I work for a bank and we don't even do the things they can do.
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Andy

Posted on July 4, 2025
Caller type: Other
Location: Australia
Caller: Luke

not a scam, very helpful company and we will use them again!!!
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Mal

Posted on March 27, 2025
Caller type: Service
Location: Australia
Caller: Financial company

Really helpful and polite company. We spoke with them for 1hour and they helped us alot. thankyou for being honest and genuine.
0 found this comment helpful
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Barra

Posted on March 14, 2025
Caller type: Other
Location: Australia
Caller: Luke

They just saved us 30k A YEAR in tax. These fellas are legit and ill be recommending them to my family. VERY positive experience
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James and Haylee

Posted on February 24, 2025
Caller type: Service
Location: Australia
Caller: Finance people

REALLY glad we took the call. Already saving 45% of my husbands tax!!! which is huge for us. Thankyou. Highly recommend
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Aussie Mum

Posted on February 15, 2025
Caller type: Service
Location: Australia
Caller: Ian

Do the meeting if you get the chance! Accountants are lazy (for us anyway). Good company, Solid info. Spoke to Ian who was amazing and very helpful. We just shaved YEARS of our mortgage and are now using 40% of our income tax.
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-Daniel Throntonn

Posted on February 12, 2025
Caller type: Financial services
Location: Australia
Caller: Luke

Amazing tax savings!!!!! . I am not the type to write a review because time is money... honestly but these guys are great. Better than my tax agent BY FAR! Give them a go you will not regret it
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Macca

Posted on September 13, 2024
Caller type: Service
Location: Australia
Caller: Luke

I would highly recommend taking the call and hearing these guys out, this has definitely helped us ALOT. Make sure you get your info pack to give to your financial planner its worth its weight in gold. Has saved us donating 60k to the gov every year! 10/10!!!!
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Jenny Hilverts

Posted on September 9, 2024
Caller type: Company
Location: Australia
Caller: Future

We’ve been working with them for a few months now, and the savings have been substantial. They made everything easy to understand and were always available to help. Thank you Luke for all of your help
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Macca

Posted on September 9, 2024
Caller type: Other
Location: Australia
Caller: Futurewise/equiti

The team was incredibly knowledgeable and helpful. They walked us through every step and made the entire process seamless. We couldn’t be happier with the results! send info to my financial planner who used this for our tax and debt, helped heaps!
0 found this comment helpful
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