I am a coffee lover, husband, father, small business owner, investor, accountant, financial adviser, golf hack and dog lover.
My aim is simple, I want to help my clients create, grow and protect their wealth.
Through time and commitment, I am able to develop a trusted position with my clients and their families. My aim is to provide a service that is not focused on a single transaction, but on the end outcome.
I offer a personalised holistic service, taking time to get to know each of my clients individually, so as to better understand their needs. This allows me to develop and implement strategies to improve every aspect of their financial affairs, ensuring they achieve their potential, both personally and financially.
Tony is a proactive, experienced, and knowledgeable professional who communicates effectively at all levels and provides excellent advice in all financial matters of Roy's family. It’s a pleasure to work with him as a client, and our client/adviser relationship continues to grow further.
Tony has been attending to our financial matters for a number of years now and we find him efficient and very attentive to our direction with our finances and we have complete faith in his knowledge of the present situation. He is readily available to give us his time to explain anything and if he is not there, he rings us back as soon as he can.
Tony was exceptional. He took over my mum's investments, analysed them in accordance to government pension regulations and provided the best possible outcome for my mum rather than for him. What impressed me most was his responsiveness. He answered every query promptly, in fact his response times were second to none. He followed up with me when I hadn’t provided information required so he could move the project along to conclusion. I would and have recommended him to others.
Tony Rimac is a kind, knowledgeable, hard working, driven man with many years experience behind him. He was professional, through and understood my needs as a client. I highly recommend his skills and abilities, in all things accounting, financial advising, tax, super, you name! Will defiantly be my go to.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2009
- Years of experience 14
- Bachelor of Business (Accounting)
Pt Wealth Solutions Pty LtdBuilding A, Suite 6, Level 2, 64 Talavera Rd
Macquarie Park, NSW 2113
- 9:30am – 4:30pm Monday – Friday
- In person
- Video call
Infocus Securities Australia Pty Ltd