About Monash Tax
We are a thriving business with happy clients.
We know this is our "About Us" page, but it is so difficult to talk about us without talking about you.
For over 13 years, Monash Wealth has partnered with and helped clients from all over Melbourne.
Because our clients are part of our team just like any member of staff.
We could tell you about how many staff we have got, and who they are, but we recognise that our clients are an integral part of our firm.
We love to work and we love where we work
Monash Wealth Pty Ltd was established in 2002. It is an integrated practice combining accountancy, tax, financial planning, self-managed super funds, and home loan services. We have qualified teams of professionals specialized in different areas. The firm has expanded to provide all these services under one roof.
We believe in providing you quality services in a timely and efficient manner.
Monash Wealth Pty Ltd (Credit Representative #412629) is authorized under Australian Credit Licence Number 389328 to provide mortgage services.
Monash Wealth Pty Ltd is a corporate authorized representative (no. 001281923) of The Complete Planner Pty Ltd ABN 48 077 994 104, Australian Financial Services Number: 278161, Suite 2, 1Ricketts road, Mount Waverly, Vic 3149.
We work harder to deliver more to achieve better results. Once you join Monash Tax you can expect:
To be kept in the loop:
For us to build your wealth for you:
Complimentary courses and seminars just for you!
What we believe.
We believe tax and accounting is less about tactics and more about strategy. That is why we adopt a result focused, strategy-first approach to every client we take on!
Every service and solution we offer takes into consideration on how to get you more savings, how to convert those savings into investment, and how to transform your investment into higher profits.
Our client like our strategies, once you join us, you will never want to leave.
Meet Our Friendly Team.
FIPA, B.Com, FCA (I), Dip.FP, Dip.FS(Mortgages)
CPA, FIPA, B.Com, Dip.FP, Dip.FS(Mortgages)
B. Business Management
B. Commerce(Accounting and Finance)