Working towards your financial freedom
At Kadota, we empower you to achieve financial freedom through a holistic approach to your finances. We offer a diverse range of services that cater to all aspects of your financial life, ensuring a seamless and efficient journey towards your financial goals.
Our Services
1. Home Loans & Mortgage Broking
Our experienced brokers work with over 40 lenders to find you the best home loan for your needs. Whether you're a first-time homebuyer or looking to refinance, we will guide you through the process, ensuring a smooth and stress-free experience.
2. Accounting & Taxation
Our qualified accountants (IPA, CPA) provide comprehensive accounting and taxation services for individuals, businesses, companies, and trusts. We offer:
- Individual tax return preparation and filing
- Business accounting and financial statements
- Compliance and consulting services for companies and trusts
- Self-managed superannuation services
3. Financial Planning
Our team of financial advisors will work with you to create a personalized financial plan tailored to your individual goals. This includes:
- Retirement planning and investment advice
- Superannuation planning and strategy
- Personal insurance coverage review
- Wealth creation and estate planning
What Sets Us Apart
At Kadota, we believe in a holistic approach to finance. We offer:
- Convenience: Access to a diverse range of services under one roof.
- Efficiency: Seamless integration of services, eliminating the need for coordinating across multiple providers.
- Expertise: Access to highly qualified and experienced professionals in financial planning, accounting, mortgage broking, and bookkeeping.
- Personalization: Customized plans and solutions tailored to your unique financial goals and circumstances.
Our Values
At Kadota, we are committed to:
- Client-centered approach: We prioritize your needs and goals.
- Integrity: We adhere to the highest ethical standards.
- Transparency: We provide clear and open communication.
- Empowerment: We guide you through the process and provide you with the knowledge and tools you need to make informed financial decisions.
Join us on your journey to financial freedom!
Kadota Finance Reviews
The reviews from satisfied clients of Kadota Finance rave about the company's exceptional service, expertise, and dedication to helping individuals achieve their financial goals. Across the board, customers praise the friendly and approachable team, led by Roby Cruikshank, for their professionalism, responsiveness, and willingness to go above and beyond to ensure successful outcomes.
Many reviewers highlight the ease of application and approval process, with some mentioning that Kadota Finance made a difficult and often frustrating experience seamless and pleasant. Several clients specifically mention Roby's exceptional attention to detail, effective communication, and patience in guiding them through the lending process.
Some reviewers also note the comprehensive services offered by Kadota Finance, including mortgage broking, accounting, financial planning, and superannuation advice. The company's ability to manage multiple aspects of their clients' financial lives is seen as a significant benefit, making them a one-stop-shop for all financial needs.
The Team
Roby Cruikshank is consistently praised for her exceptional service, excellent communication skills, and ability to work with clients to find the right lender. Other team members, such as Luke and Ms Emily Li, are also commended for their expertise, responsiveness, and professionalism.
Overall Experience
The reviews paint a picture of a company that is passionate about delivering exceptional customer service, expert advice, and successful outcomes for its clients. Kadota Finance's commitment to its clients is evident throughout the reviews, with many expressing gratitude for the team's help in achieving their financial goals.
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