Your Wealth

“For 25 years Doug and his team at Level One has provided invaluable services to us. They have assisted us with the taxation, management and finance issues surrounding our business as well as the negotiation of its eventual sale to an international company. In addition to this they have provided personal advice with regard our taxation, investment and retirement planning. We sincerely trust that our association may continue for the years to come.”

“I have been a Solicitor in Wollongong for over 40 years and running my own businesses since 1983. I use Level One (Doug Tarrant) to look after my self-managed superannuation fund, personal and business taxation and accounting. I am very happy to say that the personalised service, efficiency and professionalism provided by Doug and the team is well beyond expectations. I can honestly say that I have never received a better service which takes into account my personal affairs, professional business accounts and service entity reports. I have also referred many clients to Level One all of which have provided me with extremely positive feedback with their experience with Level One. Finally, one of the most important things is that the fees are more than reasonable when you consider the service. Thanks to Doug and his team!”

“Doug Tarrant at Level One helped me sell my business Wollongong Tyre Service in the early 1990’s. Doug and his team have managed my investments and my self-managed superannuation fund since then and the level of personal service has been terrific. The level of trust I have in Level One has meant that I haven’t had to worry about my finances throughout my retirement because they look after everything for me. I can highly recommend them.”

“Our business has grown considerably over the years and the Level One team have supported us the entire way. That’s over 20 years of great service. They have helped us with accounting, taxation, business advice, restructuring and retirement planning. When you get all of that from a team you can trust it makes a big difference knowing you can rely on their support.”

“I have worked with Doug and his team for a couple of years, both for business and personal accounting needs. In that time, they have become more than just my accountants; they are trusted advisors who help me navigate, and most importantly understand, the sometimes complex financial elements associated with running a small business. They are always clear with their instructions and forthcoming with advice. I appreciate that they tell me what I need to know without complicating it. Importantly, they are available to me when I need assistance outside of our regular meetings. I have no hesitation recommending Level One to SMEs who wants tailored and appropriate financial solutions for their business.”