Create Build Protect Financial Solutions

Completed 113 jobs on Oneflare

Rating summary

4.9

Total average rating based on reviews from Oneflare and 2 other platforms

Business contact details

Opening hours

Thursday:
8:00 AM – 8:00 PM
Friday:
8:00 AM – 8:00 PM
Saturday:
9:00 AM – 4:00 PM
Sunday:
10:00 AM – 2:00 PM
Monday:
8:00 AM – 8:00 PM
Tuesday:
8:30 AM – 8:00 PM
Wednesday:
8:00 AM – 8:00 PM

Grey tickOpen public holidays

Business description

Forward looking tax planning.
CREATING personalised financial solutions.
BUILDING on your plans.
PROTECTING your wealth usin...

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Badges and awards

Accepted payment method

  • Direct deposit
    Direct deposit
  • Cash
    Cash

Services

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Qualifications

To meet our high standards, all verified business qualifications have been reviewed by Oneflare.
  • ABN
    ABN - 48606170334 48 606 170 334
  • Insurance
    Professional Indemnity Insurance oui-icon-check-selected Verified
  • Certification
    Tax Registration oui-icon-check-selected Verified

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Jobs completed (113)

  • Benjamin hired Create Build Protect Financial Solutions
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    Jul 18, 2020
    Job Type: Tax Returns
    Location: Footscray, VIC
    Job Description: I would like a tax return for myself (single income, with an investment property) and my wife (single income).
    Benjamin's review

    Matt was quick to respond and conducted it quickly at the height of the COVID pandemic. My tax return was received quickly and painlessly. Thanks!

    Last edited Oct 20, 2020
  • Ellen hired Create Build Protect Financial Solutions
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    Jul 16, 2020
    Job Type: Tax Returns
    Location: Fitzroy North, VIC
    Job Description: My tax is straight forward and I could easily do it myself online, however I'm looking for an accountant who is willing to take the time to explain all the deductions and offsets that I may be eligible for (this year and ongoing) that I could otherwise be missing.
    Ellen's review

    Matthew was really helpful in not just submitting my tax return but also taking the time to explain the nuances around tax deductions as well as proposing some recommendations for me to consider for my future tax returns based on my income and situation.

    Last edited Jul 20, 2020
  • Roberto hired Create Build Protect Financial Solutions
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    Jul 15, 2020
    Job Type: Tax Returns
    Location: South Yarra, VIC
    Job Description: I already lodged my tax return, can I implement it?
    Roberto's review

    Matthew did provide a great, clear and helpful service with my tax return. Will consider him surely for my next year declaration

    Last edited Jul 17, 2020
  • Jaimie hired Create Build Protect Financial Solutions
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    Jul 10, 2020
    Job Type: Tax Returns
    Location: Frankston, VIC
    Business or individual: Individual, Type of individual: Employee, Type of tax return: Single income with simple deductions, Accounting system used: None, Type of consultation: Face to face
    Jaimie's review

    Matthew was great!! Very professional and very personable. Incredibly happy with the service. I won't go anywhere else!

    Jul 17, 2020
  • Ori hired Create Build Protect Financial Solutions
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    Mar 14, 2020
    Job Type: Tax Returns
    Location: South Morang, VIC
    Business 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 face
    Ori's review

    Very happy with service. Prompt action, attentive to detail and effective communication.

    Last edited Apr 24, 2020
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Image gallery (5)

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

View all (8)

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