Question 1

Are you an insured business and do you guarantee your work?

Accepted Answer

Yes the business is insured for up to $1m and all of my work is guaranteed provided the customer has been completely honest throughout the engagement.

Question 2

Why should a customer hire you over another service provider?

Accepted Answer

I am an honest operator that will always operate in the best interests of my client. I am also provide a friendly affordable service.

Question 3

What are the typical things that you need to know before you can provide a quote to a customer?

Accepted Answer

For individual tax returns: What type of employment they do - i.e. whether they are self employed, or a PAYG Employee.

Question 4

How can a customer save money before you start the work? Please give 3 tips

Accepted Answer

1. Gather all of your documents required and scan them / take a photo of them on your phone using TinyPDF. 2. Document any questions you may have in your initial message to me after I quote. 3. If possible find a copy of your previous tax return.

Question 5

Are there any special offers you would like to offer to Oneflare customers?

Accepted Answer

For Oneflare clients, I'm happy to offer a free financial review of your financial situation. I am also happy to provide a free copy of my book, 'The Life Finance Book' for any tax return processed.

Question 6

What makes your pricing competitive?

Accepted Answer

I am an independent service and you pay for what you get and want. Nothing more. I'm not the cheapest because I believe quality is more important than quantity.

Question 7

How do you normally charge for your service?

Accepted Answer

My tax return service starts from $165. My superannuation review service is a $0 upfront service. My Comprehensive Financial Planning Service starts from $1,650, My buyer's agent service will cost clients $2,500 upfront and $2,500 upon settlement. I am an independent service. No commissions.

Question 8

Is there a particular aspect of your trade or industry that you specialise in?

Accepted Answer

I specialise in young families, Mum's and Dad's. People that enjoy understanding their situation without the sales mumbo jumbo and just through simplicity of explanation.

Question 9

What experience, skills, qualifications or training do you have to make you the right person for the job?

Accepted Answer

I have worked for over a decade in the Financial Services industry including spending time in accounting, financial planning and real estate. I have a Bachelor of Business (Accountancy), Diploma and Advanced Diploma's of Financial Planning, and I am a fully Licensed Real Estate Agent.

Accumlify Wealth Management

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