Testimonials

"Daniel and the team at Boss Wealth Group have been absolutely invaluable to my business. They handle all our bookkeeping and tax compliance, which has freed up so much of my time to focus on growing the cafe. What I love most is how proactive they are - they’re always thinking ahead about tax planning strategies to keep more money in the business. Their advice is straightforward, friendly, and I actually understand what they’re telling me. Highly recommend!"

“I’ve worked with several accountants over the years, but Boss Wealth Group stands out for their comprehensive approach. They secured our property development finance when other brokers couldn’t, structured our business to protect our assets, and their R&D tax incentive claim recovered over $180,000 we didn’t even know we were entitled to. Having accounting, finance, and grants expertise all under one roof has been a game-changer for our development projects.”

“As first home buyers, we were completely overwhelmed by the whole process. Daniel made everything so easy to understand and secured us a fantastic home loan rate. He explained all our options clearly, got us pre-approved quickly, and even helped us understand the tax implications for when we eventually turn this into an investment property. We felt supported every step of the way and can’t thank him enough!”

“Boss Wealth Group has transformed how we manage our business finances. They implemented Xero for us, which gives me real-time visibility of our cash flow. They also arranged asset finance for our new machinery that preserved our working capital, and their business advisory sessions have helped us increase profitability by 30% in just 18 months. Daniel genuinely cares about our success and it shows.”

“I had no idea we were eligible for the Export Market Development Grant until Boss Wealth Group identified it during our annual review. They managed the entire EMDG application and we received $85,000 in funding that directly supported our expansion into Asian markets. Their attention to detail and knowledge of government grants is exceptional. They’ve literally paid for themselves many times over!”

“We wanted to invest in property through our SMSF but didn’t know where to start. Boss Wealth Group handled everything - from setting up the compliant borrowing structure to securing the SMSF loan and finding a high-quality newly built investment property. They explained the tax benefits clearly and ensured everything was ATO compliant. Now we’re building our retirement wealth with complete peace of mind.”

“The R&D tax incentive has been crucial for our startup’s cash flow. Boss Wealth Group identified eligible R&D activities we’d been doing but hadn’t documented properly. They managed the entire claim process and we received a $120,000 refund that we reinvested into product development. Their understanding of both technology and tax law is impressive. Can’t recommend them highly enough for innovative businesses.”

“I was skeptical about cash flow positive properties actually existing, but Boss Wealth Group proved me wrong. They found me a newly built property that’s been positively geared from day one, structured the finance perfectly, and their ongoing tax advice maximizes my deductions. I’ve since purchased two more properties with their guidance. They’re not just accountants - they’re wealth-building partners.”

“Boss Wealth Group introduced me to NDIS property investment and it’s been life-changing. The rental returns are exceptional, and knowing I’m providing quality housing for people with disabilities makes it even more rewarding. They handled the finance, connected me with reputable developers, and manage all the tax structuring. Their expertise in this specialized area is outstanding.”

“When I started my e-commerce business, I was drowning in paperwork and had no idea about proper business structure. Boss Wealth Group set me up as a company, implemented cloud accounting, and their bookkeeping service keeps everything organized. They also arranged a business loan that funded our inventory expansion. Having them handle the financial side means I can focus on what I do best - growing sales.”

“I’d been knocked back by three banks for a home loan because I’m self-employed. Boss Wealth Group found me a non-conforming lender, prepared all my financials properly, and got me approved within two weeks. They also sorted out my messy tax situation and set up proper bookkeeping systems. Finally bought my first home thanks to their persistence and expertise!”

“After 25 years running our business, we needed a solid succession plan to transition to our daughter. Boss Wealth Group developed a comprehensive strategy that minimizes tax, protects our assets, and ensures the business continues successfully. Their forward-thinking approach and attention to detail gave us confidence that our legacy is secure. They’ve been instrumental in planning our future.”

“I wanted to invest in high-growth areas but didn’t know where to look. Boss Wealth Group analyzed infrastructure projects, population growth, and rezoning activity to identify the best opportunities. They secured investment property finance with a great rate, and the property has already appreciated 12% in 18 months. Their research-driven approach to property investment is exactly what I needed.”

“The mortgage health check Boss Wealth Group provided saved me $380 per month! They refinanced my home loan to a much better rate and also reviewed my business loans. They’re proactive, always looking for ways to save me money or improve my financial position. It’s like having a trusted financial partner who genuinely has your best interests at heart.”

“Boss Wealth Group handles our business valuations, tax planning, and equipment finance. When we acquired a competitor last year, they managed the entire process - from valuation to structuring the deal tax-effectively. Their business advisory services have been crucial to our growth strategy. They understand construction businesses and provide advice that’s actually practical and actionable.”