We are extremely excited to announce, that as of 1 January 2019 we are to be merging with Aaron Colley and the reputable team at Dolphin Tax, Mandurah.

 

Our new firm “WealthVisory” will be operating out of Level 2, 53 Sholl Street, Mandurah. There is easy access from the rear of the building and up the lift to visit us. There is also ample parking in the free car park across the street.

 

This move has been a long time coming with a huge amount of time and effort over the past 12 months to ensure everything happens smoothly for both us and you, our clients. We feel that by having a slightly larger team we will be able to provide better and more timely communication including a new client portal, and an overall higher quality of service for your business, SMSF and tax requirements.

 

I know you are asking though, “how this will affect me”? For that reason, we’ve put together a list of the major things that will and will not change, and what you can expect moving forward and working with us at WealthVisory.

  • Will I continue to work with the same staff that I’ve been dealing with at RCP Accountants?

    • ​Yes – you will continue to work with your designated staff member from RCP after the merger.

  • What are the contact details of WealthVisory?

  • Will our existing engagements/fees change after the merger?

    • ​In short – no. All business clients will receive new engagement letters (which we are required to do by law) in January from WealthVisory. The scope, terms of engagement, and fees however will not change as a result of the merger.

  • How do we make a booking to come in for a meeting?

    • ​Please make an online booking through the website (www.wealthvisory.com.au) or call the office on 08 9583 5563 to meet with a staff member;

We are hugely excited to have your continued patronage on this exciting journey

 

For more info, get in touch with us or head here: