I enjoyed our meeting also and am grateful for your time. You have definitely got me thinking about things in a more constructive way. I appreciated your confidence to ask questions that challenged my thought pattern. The manner in which you asked was reassuring and it was obvious to me that you have a genuine interest in helping me find the most appropriate solution for where we are wanting to go. Overall I enjoyed talking with you and am excited about handing the accounting reins over to you and having more constructive conversations with you as needs arise.
We found Ross to be helpful, straight talking and we felt a trust connection immediately and believe that he can help us achieve our goals. We look forward to the future!
Ross is very professional and made the whole advice process a great experience.
Ross Monteleone has been a trusted provider of Accounting & Financial Planning to myself for many years and I would not hesitate to recommend him to others. Specifically, his management of complex tax affairs has been of significant benefit to my family and I have continuously been pleasantly surprised with the tax return he has been able to secure. His recently helped us with retirement advice and he was very knowledgeable and thorough. I have found Ross to be professional, attentive and customer focused and look forward to maintaining our professional relationship for many years to come.
Very knowledgeable and helpful asked lots of questions and explained his recommendations in simple terms.
Assured Business & Wealth Advisors Pty Ltd2 Stirling Drive
Morphett Vale, SA 5162
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2013
- Years of experience 9
- Advanced Diploma of Accounting
Synchronised Business Services Pty Ltd