Came highly recommended and for good reason. Very professional.
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.
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.
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!!!