Your trusted lifetime financial partner
Carthills is a reputable financial services firm that has been providing tailored solutions to clients for over three decades. Established in 1990, Carthills has built a strong reputation for delivering personalised service and innovative solutions to a diverse range of clients. Our team is committed to helping clients achieve their financial goals, no matter how complex or challenging they may be.
Carthills Values
At Carthills, we are guided by a set of core values that underpin everything we do. These values include:
- Integrity: We are committed to acting with the highest levels of integrity in all our dealings with clients, stakeholders, and each other.
- Expertise: We strive to maintain the highest levels of expertise in all areas of financial services, ensuring that our clients receive the best advice and service possible.
- Personal Service: We believe that every client is unique and deserves a personalised service that is tailored to their individual needs and goals.
- Innovation: We are committed to staying at the forefront of financial services innovation, ensuring that our clients have access to the latest and most effective solutions.
Services Offered by Carthills
Carthills offers a comprehensive range of financial services designed to help clients achieve their financial goals. These services include:
- Audits and Assurance: Our team of experienced auditors can provide comprehensive audits and assurance services to ensure that your financial statements are accurate and comply with all relevant regulations.
- Accounting and Taxation: We offer a full range of accounting and taxation services, including tax planning and compliance, bookkeeping, and financial statement preparation.
- Business Advisory: Our team of experienced business advisors can provide strategic advice and support to help you grow and succeed in your business.
- Financial Planning: We offer comprehensive financial planning services to help you manage your finances, achieve your financial goals, and secure your financial future.
- Lending Solutions: We can provide a range of lending solutions to help you finance your business or personal needs, including home loans, business loans, and investment loans.
- Self-Managed Super Funds: We can provide comprehensive advice and support to help you set up and manage your own self-managed super fund.
People
Carthills is proud to have a team of highly skilled and experienced professionals who are dedicated to helping our clients achieve their financial goals. Our team includes:
- Neil McLennan: Neil is a highly experienced accountant and business advisor with over 30 years of experience in financial services.
- Robert Carius: Robert is a qualified financial planner and lending specialist with over 20 years of experience in financial services.
- Heather Logue: Heather is a qualified accountant and business advisor with over 15 years of experience in financial services.
- Matthew Fish: Matthew is a qualified financial planner and lending specialist with over 10 years of experience in financial services.
Careers
Carthills is always on the lookout for talented and motivated individuals to join our team. If you are passionate about financial services and committed to providing exceptional service to clients, we would love to hear from you.
In conclusion, Carthills is a leading financial services firm that has been providing personalised service and innovative solutions to clients for over 30 years. Our team of experienced professionals is committed to helping clients achieve their financial goals through a comprehensive range of financial services. If you are looking for a trusted financial partner to help you achieve your financial goals, look no further than Carthills.
Overall Experience
The reviews for this accountant firm are mixed, with some customers expressing satisfaction and others highlighting negative experiences.
Positive Feedback
Some customers have praised the firm's efficiency and knowledge in preparing tax returns. Simone has been using the firm for multiple years and appreciates their fast service and ability to get the most out of their eligible claims. Jonathan Diack was referred to the firm by a customer and was impressed with the initial consultation, feeling a weight lifted off his shoulders. He highly recommends the firm for accounting and Xero services.
Negative Feedback
However, not all customers have had a positive experience. Chris Burgess was asked to pay $400 for a phone call to discuss the costs of reviewing the minutes and books of account for a not-for-profit organization. Matthew Habib has been dealing with the firm for over 22 years and feels that they took advantage of his company during the COVID-19 pandemic, wanting $500 upfront despite his offer to pay in installments. Matthew warns others to stay away from the company, particularly if they have a business.
