A personal message from Aaron Colley
For those who I haven’t spoken to previously or haven’t heard already, we are extremely excited to announce that as of 1 January 2019 we have merged our business with Ryan Pettit and the highly reputable team at RCP Accountants, Mandurah.
Our new firm “WealthVisory” will be operating out of Level 2, 53 Sholl Street, Mandurah. There is easy access from the front of the building and up the lift to visit us. There is also ample parking in the free car park across the street.
This merger has been a long time coming with a huge amount of time and effort over the past 12 months.
We feel that by having a larger team we will be able to provide better and more timely communication including a new client portal, and an overall higher quality of service for your business, SMSF and tax requirements.
Q. How this will affect me?
For that reason, we’ve put together a list of the major things that will and will not change, and what you can expect moving forward and working with us here at WealthVisory.
Q. Will I continue to work with the same staff that I’ve been dealing with at Dolphin Tax?
Yes – you will continue to work with your designated staff member from Dolphin Tax after the merger.
Q. What are the contact details of WealthVisory?
Business Address – 53 Sholl St, Mandurah
Postal – PO Box 898, Mandurah WA 6210
Phone – 08 9583 5563
Aaron – firstname.lastname@example.org
Becky – email@example.com
Tanisha – firstname.lastname@example.org
Cecile – email@example.com
Riley – firstname.lastname@example.org
Q. Will our existing engagements/fees change
In short – no. All business clients will receive new engagement letters (which we are required to do by law) in January from WealthVisory. The scope, terms of engagement, and fees however will not change as a result of the merger
Q. How do we make a booking to come in for a meeting?
Please make an online booking through the website (www.wealthvisory.com.au) or call the office on 08 9583 5563 to meet with a staff member;
We are hugely excited about this merger of two successful businesses in Mandurah.
With our combined skill sets and much wider offerings for business and personal finances we hope we can serve you well from here on in.
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