Who We Are

We are a well-established Accounting firm and have been in business since 1992. We have broadened our services over the last decade to include financial planning advice and lending services.

Our goal is to help our clients, make finances easier to understand and to ensure that people who entrust us with their accounting, financial planning or lending matters feel confident that they are being well taken care of. 

Making your life easier

Assured Business & Wealth Advisors offers a team of experienced accounting, financial planning and lending consultants. We are a client focused firm who enjoy coming in to work each day and helping people as best as we can - whether it's lodging annual Income Tax Returns or preparing a complex financial plan! 

Our values

At Assured Business & Wealth Advisors we pride ourselves on running a business that has clients returning year after year to engage our services. We believe:

  • In creating a welcoming and comfortable environment
  • In having open and honest discussions with our clients
  • In building relationships based on mutual trust
  • In proving our service standards first hand - it's one thing to tell you we're great but we'd rather show you!
  • The key to a successful business is good management, happy and productive staff and satisfied clients.  

Our awards & recognitions

  • Business advisory firm of the year finalist - Accountants Daily Australian Accounting Awards - 2020
  • Multi-service firm of the year finalist - Accountants Daily Australian Accounting Awards - 2020
  • Partner of the year finalist - Paul Tsimopoulos - Accountants Daily Australian Accounting Awards - 2020
  • Bookkeeper of the year finalist - Melissa Donaghay - Accountants Daily Australian Accounting Awards - 2020
  • Firm of the year finalist - Accountants Daily Australian Accounting Awards - 2018 
  • Community Award finalist - Count Charitable Foundation - 2016
  • New member firm of the year - Count Financial - 2014
  • Young adviser of the year - Ross Monteleone - Count Financial - 2014
  • Australian Taxation Office - lodgement program - 85%+ of tax returns lodged on time

Your first 30 minute consultation is complimentary.

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