RCP Accountants & Dolphin Tax Merger

A personal message from Ryan Pettit

 

We are extremely excited to announce, that as of 1 January 2019 the RCP Accountants merger with Aaron Colley and the reputable team at Dolphin Tax, Mandurah has taken place to form a much stronger business, that can offer much more personal and business services to the Mandurah and Peel region.

Our new firm “WealthVisory” operates out of Level 2, 53 Sholl Street, Mandurah. There is easy access from the rear of the building and up the lift to level 2 to visit us. There is also ample parking in the free car park across the street.

This has been a long time coming with a huge amount of time and effort over the past 12 months to ensure everything happens smoothly for both us and you, our clients. 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 overall higher quality of service for your business, SMSF and tax requirements.

I know you are asking though, “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 at WealthVisory.

  • ​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 Dolphin Tax and RCP Accountants merger.
  • 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 to have your continued support on this journey.

 

Kind regards

Ryan Pettit