Journey2 Business & Personal Wealth Wollongong

9.6 Star Star Star Star Star 11 Reviews

FirmChecker Score

9.6

Star Star Star Star Star
Expertise Star Star Star Star Star
Communication Star Star Star Star Star
Understanding of your needs Star Star Star Star Star
Reliability Star Star Star Star Star

Areas Of Expertise Reviewed

9,7,4,2,1,1
  • Business Advice (38%)
  • Tax (29%)
  • Financial Planning (17%)
  • Self Managed Super Fund (8%)
  • Company Secretarial (4%)
  • Payroll (4%)

Fee Information

5,3,2,1
  • Fixed Fee (45%)
  • Other (27%)
  • Retainer/Subscription (18%)
  • Hourly Rate (9%)
Price $$$$$Average
Value for price Star Star Star Star Star

Industries Serviced

2,2,1,1,1,1,1,1,1
  • Other services (18%)
  • Professional, scientific & technical services (18%)
  • Arts & recreation services (9%)
  • Construction (9%)
  • Health care & social assistance (9%)
  • Public administration & safety (9%)
  • Accommodation & food services (9%)
  • Manufacturing (9%)
  • Rental hiring & real estate services (9%)
Show More
Show Less

About Journey2 Business & Personal Wealth

We work with SME's that are out growing their traditional tax only focused accountant.
What our focus for our clients is - MORE PROFIT - LESS TAX - MORE CASH & WEALTH - AND A BETTER LIFESTYLE

OUR MISSION therefore is to provide our clients with the clarity of direction, tools & support needed in their journey2 business and personal wealth. We do this by fully understanding what our clients needs, wants and goals are, so that we can then recommend, implement and monitor the tailored MOSAIC of services and strategies designed to guide our clients to better:

M maintain control of their day to day business & financial affairs
O optimise & manage their tax obligations
S secure the cash flow and finance needed for operations and growth
A achieve their desired work life balance
I increase the profitability and sell ability of their business
C create, grow & protect their wealth assets

The mission is delivered by adopting and delivering the KAIZEN philosophy via 5 core services providing the client with a structured frame work of continuous improvement for their business and financial journey, which is why they are called the KAIZEN JOURNEY2 SERVICES. They are:

1. Annual Wealth & Goals Review
2. Annual Budget & 3 Year Forecasts
3. Monthly Actual to Forecast Performance Reviews
4. Regular Touch Base Chats/Meetings
5. Annual Performance Trend & Progress Review

Of course in addition to this we do all the usual stuff that every other accountant does. We just do it better!!

The senior accountants are experienced in much more than just tax accounting with a demonstrated history of working with SMEs as a virtual CFO. Skilled in identifying opportunities to solve problems, Business Restructures, Negotiations, Cash Flow, Budgeting, Business Planning, Business Appraisals, Business Advisory, Succession Planning & Estate Planning. One client said out tag line should be ' We fix Shit' .

Size: 4 Employees

Location

Suite 10B Level 1, , 63 Market Street
Wollongong, NSW 2500

Reviews

Leave a Review

Posted by Rose Viglione Practice Manager , Health care & social assistance

24/02/2021

Exceptional knowledge of Tax planning


10.0 Star Star Star Star Star Overall Experience
Pros

Assistance with complying with regulations and necessary documentation. Strategies to minimize tax for company & personal, and advice on management of assets to maximize profitability.

Areas for Improvement

Nothing I can criticise , or think needs improvement

Billing Method:
Fixed Fee

Work Type:
Tax

Specific Job:
December interim tax planning

Value for money:
10.0 Star Star Star Star Star Very Good

Posted by Dennis Tomasi owner , Rental hiring & real estate services

17/11/2020

personalised service


10.0 Star Star Star Star Star Overall Experience
Pros

Detailed and accurate advice on wide range of taxation issues

Areas for Improvement

Billing Method:
Retainer/Subscription

Work Types:
Business Advice, Financial Planning, Tax, Self Managed Super Fund

Specific Job:
Bussiness set up and advice for both business and SMSF

Value for money:
10.0 Star Star Star Star Star Very Good

Posted by Grant Managing Director , Construction

24/03/2020

Proactive & informative


10.0 Star Star Star Star Star Overall Experience
Pros

They are always on top of what is happening in relation to the changes by the ATO & government

Areas for Improvement

I am very happy with John & his team in these trying times

Billing Method:
Fixed Fee

Work Types:
Business Advice, Financial Planning, Tax

Specific Job:
Planning for the immediate & long term future with the current issue of the COVID-19 virus

Value for money:
10.0 Star Star Star Star Star Very Good
Sign In or Sign Up in seconds to unlock everything on FirmChecker.

Posted by Nathan Andriolo Owner , Other services

27/03/2020

Fantastic Services


10.0 Star Star Star Star Star Overall Experience
Pros

Everything, the team has got you covered in every way

Areas for Improvement

I would confidently say that, John and his team cover everything possible thoroughly.

Billing Method:
Hourly Rate

Work Type:
Business Advice

Specific Job:
Business advice and templates

Value for money:
10.0 Star Star Star Star Star Very Good