Refined Wealth

Working to buy our very first house was remarkable less stressful than anticipated with the help of Dale. I am thankful to have as much help as we did. I'd recommend Refined Wealth to anyone!

As a first time home buyer Dale made the whole process easy to understand and stress free, I highly recommend Dale to anyone entering or currently in the market for a mortgage advisor and so can’t praise him enough!

I have always had dealings with the team.
Donna, Sharlin and Vicki are always extremely helpful.
If i ever have any questions, they always help me straight away.
Sharlin even went out of her way to assist me when they had closed over the Christmas break.
I appreciate the great customer service.

The Team at Refined Wealth. Good quality. Good value. Very Professional and Responsive.

Dale and Vicki Mertens very Knowledgeable, honest and Exceptional.
They helped us with our Mortgage related matters regarding our Home Loan and Fifo Tax Returns.
We are very happy with the outcome. We appreciate the great customer service.

We would highly recommend the team at Refined Wealth to family and friends.

I would recommend. They looked after my tax quickly and I was happily surprised with the outcome. Much easier than doing things myself.

I found Refine Wealth on internet and I did not regret it, I wished that I have known them for years when I started doing my tax return.

Highly recommended to people who still looking for accountant.

Chloe at the front desk is friendly and make you feel welcome.

Dale is very helpful when I asked questions about soon to be my rental property, thank you for that.

I will be in contact with you again next time.
Cheers for the top service

I've the found the team at Refined Wealth to be exceptionally professional.

We contacted them to sort out our small business accounting that had been neglected for a while.

We were so happy with their work and reasonable pricing that now they're doing all of our quarterly BAS and personal tax too.

Fantastic Knowledge and customer service in relation to both tax and finance broking services - 100% 5 Stars.

Such a professional, friendly team from Vicki and Dale to Chloe at the front desk. Flexible and helpful

I was referred to refined wealth by a friend that is also a client at refined wealth. I am so glad he did. Dale and the team at refined wealth are gold. Everyone there is polite, friendly and very welcoming from reception to the consultants. They take genuine interest in your goals and work every angle to make it happen in your best interest. There was never a moment that was just too hard or a hassle. Dale never saw a problem, only solutions. The team at refined wealth are not there to waste your time. Your goal is their goal. Thank you team at refined wealth for everything.

The team at Refined Wealth are friendly, professional, and they know their stuff when it comes to financial services. I happily recommend them to anyone for accounting, financial planning or insurance needs. Top notch!

Couldn't have asked for better assistance from Dale at Refined Wealth. Very knowledgeable and honest broker who went over and above with his service to help me with my financial business. Highly recommend to all looking for reliable, prompt and extremely professional service in the finance industry.

If you're after a firm that genuinely cares for your business goals, then you really can't go past the team at Refined Wealth. Vicki was incredibly helpful and patient when it came to answering my questions.

I have full confidence now that the path forward is the right one for my business, my family and my future.

Thank you so much. 10/10!