Here’s what they have to say about working with us
We pride ourselves on making a real difference in the lives and businesses of our clients
“The team are easy to work with & provide our business with the support we require. Would recommend C&R to anyone looking for a financial services partner.”
“Great service, friendly staff, amazing bookkeeping, always there to help. Would highly recommend them to anybody.”
"We have been with Concepts & Results for well over thirty years and with their guidance and advice we are set for our future years both in our business as well our super fund.
The business and personal work, financial and tax planning advice that we have received from the C&R team across our entities has been highly professional and valued and I will always turn to them for trusted guidance with the relationship we have built over the years with the fantastic C&R team.”
“I have been a client of Concepts and Results for 38 years. During this time Phillip and his team have always provided my family and I with the best financial and taxation advice.”
“We have been clients with Concepts & Results for more than 16 years. Our journey towards achieving our financial goals, with Phil leading his team of true professionals, is ongoing, and without exception have been seamless.
The financial strategies we agreed too have come to fruition, and we now look forward to a comfortable retirement.
His team of tax experts, investment strategists, banking specialists, and the entire admin team, works diligently to provide service, above and beyond. No such thing as "a silly question". They are always there to provide assistance and advice.
We look to maintaining our strong relationship well into our retirement”
“The strategies that Concepts & Results advised me to do from day one have helped me achieve my goal of retiring at an early age, with enough wealth to look after my family very comfortably.
The financial strategies we agreed too have come to fruition, and we now look forward to a comfortable retirement.
His team of tax experts, investment strategists, banking specialists, and the entire admin team, works diligently to provide service, above and beyond. No such thing as "a silly question". They are always there to provide assistance and advice.
We look to maintaining our strong relationship well into our retirement”
"A very pleasant team to work with.
Headed by Phillip and Ann and flowing through, there professionalism and work ethic is brilliant.
Would highly recommend C&R group"
"Been a client for over 15 years, they are super professional and are up-to-date with all the latest tax rules trying to get the best return possible for their clients. Highly recommend Concepts & Results"