Client Testimonial – Leigh Moore


Client Testimonial – Leigh Moore

Working with Paul was a pleasure, everything explained clearly and I was always kept up to date during the process. Paul is a very nice guy to deal with, and with me he did exactly as he said he would.

Client Testimonial – Glenn Saunders

Thanks to Finance client Glenn Saunders for his recent feedback:

We have a fantastic professional relationship with Paul Moran dating back many years now. He goes above and beyond to inform and guide us to achieve our financial goals; keeps us informed of not only current impact but future prospect and possibilities; and refers us to seek advice outside of his profession to be fully educated on our financial decisions. Always working towards the best possible outcome and dealing with issues that may arise, we have always felt the service provided by Paul to be exceptional, professional with 100% achievement on making our goals a reality. Thanks Paul Moran, we are forever grateful!

Finance Client Testimonial – Luke

Our Finance team recently received this awesome piece of feedback from another happy client…

Paul was great to work with, obtaining my first home loan through him was an easy, hassle free process and in the end I think he found me a loan that had far better rates then some of the ones I had looked into personally. I couldn’t recommend highly enough – Thanks Paul.

Marianne Batenburg

In 1999 I walked through the doors of a small office in the centre of Joondalup WA in search of an accountant who could fix the mistakes I had made in my tax return. Mr McKinley and Mr Plowman were there and 19 years later their 2-person firm has grown into a 50+ strong team of dedicated staff offering all the services one needs to keep one’s finances prospering. Mine certainly have under their strongly personal and very professional support. I have recommended them to many of my friends who would all agree that our financial needs are more than met by McKinley Plowman.

Finance Client Testimonial – Paula

Recently, Finance Director Paul Moran received this lovely testimonial from a client who was very appreciative of his excellent service. Thanks Paula for you kind words.

Paul has assisted in a number of transactions from business to personal loans over many years. Every interaction with Paul has been welcomed and with his proven history in the business and his knowledge, I have every faith that Paul would strive each time to obtain the best outcome for myself and my families ever changing needs over the years. I would recommend Paul’s services to friends and colleagues alike, without hesitation.

It’s all go for the meetings!

It’s all go for the meetings! The complete passion I have for this is something that cannot be found anywhere else other than running through your own veins! Special thank you to McKinley Plowman, particularly Amanda Middleton for my Business Plan

Sarah C

extremely impressed after being only familiar with the USA tax system

I started using your staff’s services on a recommendation of a co-worker while I was living in Perth. I was extremely impressed with the speed and the efficiency of Jayne’s services.

After being only familiar with the USA tax system it was awkward and unfamiliar for me and she assisted greatly with what was necessary and deadlines. I had used one other agency prior to yours the first tax year in Perth and it was a miserable and expensive process. They took 7 months to file and moving on to your organization was a real gift.

In this past tax year it was a bit chaotic for me with the expiration of my working visa in Australia and moving back to the US at the same time as filing taxes.

Jayne discovered I was chosen for an tax audit. She assured me it was only done on a random basis but I was feeling a bit paranoid regarding Australian treatment of non-citizens at that point.

Jayne has been patient, efficient, reliable and professional through all of this and has been a life line for me during this experience.

The audit finished last week and I applaud Jayne for her tolerance and efficiency while dealing with a tough time in my professional career.

Thank you,

Trudi G

PTS Pension Transfers are second to none!

I migrated to Australia with my family in July 2012 and it has been a difficult, stressful and emotional time. One thing was made easier however with the transfer of my NHS pension being handled by Colette and her team at PTS. The process began before we left the UK and has continued to run smoothly since our arrival here with Colette keeping me informed at all stages through to the funds being received and invested. With complex issues, deadlines and tax minefields to name a few I was very happy to hand the transfer over to the professionals. I would have no hesitation in recommending Colette and PTS for pension transfer services, their professionalism and customer service is second to none.

Kirsten Wild, Registered Midwife, St John of God Hospital

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