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Customer Testimonials

Further Testimonials - click  hereI've been a client of KWA for over 6 years and in that time taken advantage of both their taxation and financial planning services. I value the advice they provide and their pragmatic approach to investing during times of uncertainty in the market and in my professional life. I have no hesitation in recommending KWA to others looking to secure sound and insightful financial planning or reliable and efficient taxation services.

Geoff Grisold - Principle Consultant, Stable Business Partners

 


 

My wife Majella and I have been using the services of KWA since 1988. Back then, our needs were simply for someone to file our tax returns but when we married, had a family and years later, running one of Melbourne’s higher profile search and recruitment firms, our needs have changed and KWA have always been there to help us in a number of areas. This includes ethical and sound tax advice, SMSF, family trust establishment and maintenance, and sometimes just providing a balanced commercial perspective to an idea that we might have (and yes my ideas can be a bit ‘out there’ at times!). The Principal, Kevin Witham was educated and trained by the best industry professionals, and I feel his profound influence at KWA has extended to his highly capable staff. I recommend KWA unconditionally to any individual, family or business.

David Mahony - Executive Director, Who Group

 


 

Our family has been with Kevin and KWA for over a decade.  Originally we started using his accounting services for our tax, then personal financial advice and of recent times set up and run our family SMSF.  We were recommended to Kevin by friends, as previously we could not find an advisor who would listen to what we wanted to do and advise us accordingly.  We have not been disappointed!  Kevin is someone that we trust and through who’s advice and support has seen our finances grow to the point where we can now envisage and plan retirement in the next few years.  We have no hesitation in recommending the services of Kevin and KWA to others.

 

Doug Coldham - General Manager Victoria/TasmaniaChubb Fire

 


I was first acquainted with Kevin Witham, back in 1995 upon the advice of a friend who knew him to be very good with small business and contractors. Well this has  proven to be great advice as Kevin is still looking after my tax and accounting 18 years later! Kevin helped me set up and plan my own business, complying with the maze of legal and compliance issues, and really KWA is a key part of my network. All the staff at KWA can be relied upon for their skill and dependable service but it is Kevin’s industry experience that is the real benefit. Over the years I have turned to Kevin for tax planning, family tax issues and investment advice, and I know that the response will always be accurate and to the point.

Phil Andersen -  Director,    Red Door Building Company

 


I would like to endorse the entries of the other testimonials on this site.  My late husband and I have been clients of Kevin and KWA since the early nineties, when both of us were teaching. He expertly managed our taxation returns and also offered professional advice when I considered early retirement from teaching. Since my husbands death, Kevin has guided me through Superannuation, Taxation and Centrelink procedures, something I am very grateful for and continue to benefit from. Also importantly, he is readily accessible and always has the latest information on hand. Staff have always been friendly and more than helpful. Contact with Barry Dick at the offices provided me with knowledgeable and friendly advice when we needed to negotiate Aged Care facilities for my mother.

Leonie Murphy - Self Funded Retiree

 


Kevin has been providing accounting support and financial services to us since 1991, initially providing essential support for our small business tax and accounting needs.  This support has now extended through to superannuation and property investment strategies.  For over 20 years KWA has excelled in providing us with essential taxation and financial investment guidance, administration and advice.

John Hollingsworth - CEO, Stellar

 


I have been a client of Kevin Witham from just after he established his business, more than 20 years ago, until now. My wife and son Linden also employ Kevin as their accountant in relation to their taxation matters. Kevin has not only looked after the personal taxation matters pertaining to my wife and myself, he also assisted my wife to set up a small business. More recently, Kevin has assisted me in the transition from working as a police officer, for 36 years, to that of a sole trader working as a barrister. I can say that, during the time Kevin has been my accountant, I have always found him to be approachable, patient, punctual, reliable, competent, knowledgeable and, most importantly of all, honest. It is for these reasons that my family continues to use Kevin as our accountant. Kevin does not rest on his laurels and continues to improve his service by providing timely advice by way of his web site and personal emails notifying clients of matters of importance.

Kerry D Stephens - Barrister

 


For well over 20 years, KWA has been instrumental in creating a sound financial base for our business.  With Kevin as our trusted advisor, we have been able to build our business from sole trader to thriving company; his invaluable advice navigated us through the many changes in tax legislation over the years and guided us on a range of financial decisions including facilitating the establishment of our SMSF.  KWA now also manages all our investments.  We highly value the services provided by KWA because we find Kevin to be honest and direct. He is a man of professional integrity and is up to date with all matters financial.  We feel completely confident that any counsel Kevin gives is excellent advice of which we are more than happy to take heed. He is accessible and quick to respond to any query. We find Kevin's personal approach invaluable and recommend the services of KWA unconditionally.

Michael & Susan Dazenko - Directors, Abyss Welding Pty Ltd