Jobs completed by Create Build Protect Financial Solutions (105)
Jobs completed (105)
Ori hired Create Build Protect Financial SolutionsVerifiedMar 14, 2020Job Type: Tax ReturnsLocation: South Morang, VICBusiness or individual: Individual, Type of individual: Employee, Service needed: Tax return, Type of tax return: Single income with complex deductions (Shares, capital gains, rental income), Asset portfolio: Investment property(s), Accounting system used: None, Type of consultation: Face to faceOri's review
Very happy with service. Prompt action, attentive to detail and effective communication.Last edited Apr 24, 2020
Douglas hired Create Build Protect Financial SolutionsVerifiedOct 8, 2019Job Type: Tax ReturnsLocation: Templestowe Lower, VICJob Description: Recently retired. Looking for local accountant for face-to-face visit.Douglas' review
Hired CBP to sort out my tax. Professional, helpful and quick. Would recommend.Last edited Oct 30, 2019
Danny hired Create Build Protect Financial SolutionsVerifiedSep 2, 2019Job Type: BookkeepingLocation: Port Melbourne, VICJob Description: I would like my tax returns done and I require an in person meeting.Danny's review
Mr Mahon listened to my concerns without rushing and his advice was very clear. Excellent serviceLast edited Sep 8, 2019
Polly hired Create Build Protect Financial SolutionsVerifiedJul 30, 2019Job Type: Tax ReturnsLocation: St Kilda, VICJob Description: I have been on disability pension for 5 years and have not lodged a tax return I am returning to work and would like to get this taxation thing sorted. After that, I will require an accountant for both business & personal mattersPolly's review
Thank you Matthew!! For being quick to respond & for making the appointment to see me right away. It was great to meet with you today & I am grateful for the work you have put in so far! Cheers PollyAug 13, 2019
Nikole hired Create Build Protect Financial SolutionsVerifiedJul 10, 2019Job Type: Tax ReturnsLocation: Malvern, VICBusiness or individual: Individual, Type of individual: Employee, Service needed: Tax return, Type of tax return: Single income with simple deductions, Accounting system used: None, Type of consultation: BothNikole's review
Nikole hired Create Build Protect Financial Solutions for their Accountant job.Jul 30, 2019
Frequently Asked Questions
Why should a customer hire you over another service provider?
CREATE, BUILD and PROTECT FINANCE offers a fresh perspective on managing tax - we give you a forward looking plan not just deal with the past.
What experience, skills, qualifications or training do you have to make you the right person for the job?
I have spent the last 15 years in the financial services industry. Tax Agent - 25599195 CPA Accountant - 9219299 Financial Adviser - 1240244 Credit Representative - 493581
Is there a particular aspect of your trade or industry that you specialise in?
Providing personalised tax and accounting services throughout Melbourne. Matthew focuses on taking a personal approach to align his services to meet the individual needs of each client. This holistic approach ensures that all areas of your financial affairs are working together.
How do you normally charge for your service?
Our fees are fixed. We are so confident you will be happy with our service we will match the cost you are currently paying to get your tax done.
What makes your pricing competitive?
Our tax officers are mobile, traveling throughout Melbourne every day, to see you at the most convenient time and place to fit in with your busy life. We use the best software to boost our productivity and improve client service levels. The cost savings are passed on to you.
Are you an insured business and do you guarantee your work?
If you are unhappy please contact me immediately for rectification. I hold professional indemnity insurance and hold a membership with the Financial Ombudsman Service for your peace of mind.
What do you like most about your job?
I love meeting people and finding solutions to your personal financial issues so you can concentrate on what you do best.
Are there any special offers you would like to offer to Oneflare customers?
We will match any quote from any other tax and accounting professional. Simply contact us to discuss revised quote terms.