58 Klingner Rd, Redcliffe QLD 4020
(07) 3883 8999
reception@accountplan.com.au

Testimonials

Happy Home Buyers

My partner and I were dealing exclusively with Mick for finance to build our new home and we couldn’t fault him at all. Very attentive and never missed a beat. He even followed up on some time sensitive things while he was on holidays – you can’t really ask for much more than that. We really couldn’t imagine getting better service and/or results anywhere else.

 

Thanks again.

David & Jess

Happy With Our Choice

Over the past eight months, my wife and I have been looking to buy a house and exploring multiple options to keep our existing house as an investment. Mick and his team have worked tirelessly to assist us in every way. At any time, I could ring Mick about a finance scenario, and he was always willing to help run the numbers and was prompt with his responses, which was a great help to us buying in the aggressive current SEQ real estate market.

We can’t thank Mick enough for his guidance and assistance through the entire process, we really appreciate it.

– Craig & Tina Southon

Another Successful Equipment Finance Transaction

Hi Mick, thank you once again for your great service & sorting the finance for us.

Clive – A1 Rockwalls

Grateful First Home Buyers

Mick’s guidance and advice throughout the entire process of buying our first home was beyond our expectations. From start to settlement he was there and made it feel easier and we felt we were in safe, experienced hands with our financial decisions. We learnt a great deal and saved so much time. We would not have known where to look and he was by our side every step of the way and guided us through every turn. No question was unanswered and nothing seemed an inconvenience for him. We are extremely grateful he was recommended to us by others that had used him.

Sarah & Zac Parmeter

Commercial SMSF Loan – Thank You

Dear Mick,

We want to take a moment to personally thank you. When we came to you earlier in the year asking if you could help us determine if the purchase of a residential investment property would be viable using our SMSF, the costs and what our financier options would be, you didn’t shy away from the task. In fact, you went straight to work, not only coming back to us with answers within days, but also neatly packaging up our options in a clear and concise email. This helped us to take our time in making this big decision. We had heard there were tight rulings surrounding residential SMSF investments. You were genuine, direct and forthcoming with those rulings, but helped us navigate them and supported us to ensure we were compliant, and we weren’t overwhelmed by them. We never felt as if the goal was unachievable. And then, when we paused on our search for a suitable property, found one, paused again and then finally proceeded to a contract of sale, you never wavered in your responsiveness to our fluctuating needs. You responded to our needs with compassion and professionalism, and helped by navigating and compiling the forest load of paperwork that is involved in this process of SMSF property purchases. We cannot thank you enough for treating us like humans, supporting is in reaching our goals but also being real with us in what was achievable, as well as always going above and beyond to meet with us physically to sign (that forest load) of documentation and assist us through the process. We will certainly be in contact for our future investment queries, plans and actions.

Thank you again, Matt & Jo Knott – Directors of MJK Fabricators Pty Ltd

Everything You Need For Business, Personal and Investment

My experience with Mick Doyle from Accountplan is that he is not only friendly but also very professional. His help has been integral in growing my business and investment portfolio over the last year or so.

Mick and the team at Mark Accountants Caloundra helped me to set up an SMSF that went on to purchase an Industrial shed off the plan. Mick has since helped me to finance a Vacuum Excavation truck and a Nissan Patrol, both for my business. He spent a lot of time making sure I had the best deals possible and these purchases increased my business revenue substantially.

If you need anything financed, don’t go anywhere else. Mick will go above and beyond and his whole team have the experience necessary for any purchase or investment you are considering.

Joel Wells – Director of J & T Services (QLD) Pty Ltd

Debt Consolidation

Mick at Accountplan was awesome.  Honestly you don’t realise when you come across a good broker until you’ve had a bad one, and this was my experience until being recommended to Mick. The refinance and loan consolidation he got me was a bloody good deal. Well done Mick, Cheers Dave.

Client Buys Commercial Property through SMSF

Recently, I was confronted with the having to make a very important decision when buying a commercial property. In our case we wanted to explore the opportunity of going the SMSF route but were daunted by the complexity of the matter. I spent many days researching all the pros and cons and it took some time to realise that I needed some professional help. Considering Accountplan was already looking after my accounting needs, I decided to give Mick Doyle a call and started to ask a lot of questions. The team at Accountplan went above and beyond what you would normally expect from any service provider. At no stage was I pressured into making any decision that I might have been uncomfortable with. Mick went to a lot of effort to explain the process as well as what would be required from our end. Not only did Accountplan take care of all the legalities, Mick was also able to find us the correct lender that suited our precise needs. The continuous feedback and support I received from Accountplan was exceptional and the entire process was seamless from start to finish. I would also like to thank Monique, Jodie, Dion and all of the Team for looking after us throughout the entire process.

Happy First Home Buyers

Whilst doing our taxes last year with Accountplan’s Jodie Fletcher we mentioned in conversation that we were looking to buy our first home. Jodie immediately introduced us to Mick Doyle, Accountplan’s in house Mortgage Broker. Mick made the overwhelming process of purchasing our first home much simpler, and it genuinely felt like he was the only person we dealt with throughout the entire purchase process, being prepared to answer questions and actually try to help.  After our initial meeting, Mick outlined our available options, and regularly checked in to see how our house hunt was progressing, even as that search dragged on for nearly 12 months.  Thanks to Mick’s help, obtaining our finance actually ended up being the easiest part of the home purchase process.

Thanks again, Nick Farlow & Carina Walpole

Our Forever Home

My wife Debbie and I decided we needed to buy our forever home before it became an unlikely proposition. As we have been long time tax return customers of Jodie at Accountplan, she recommended that we see Mick for a consultation around home loans. The service that we received was first rate, he explained the loan options that were available to us and kept us up to date as the process unfolded. Mick was always willing and able to answer the many questions that we had for him throughout the process. Without his assistance we don’t believe we would have been able to secure the finance for our home that we are now looking forward to living in.

A Happy Client With His New Home

I approached Mick Doyle at Accountplan to help me with the finance on my first home purchase.  The service I received was fantastic and Mick made the home buying process a breeze. Mick was able to answer all my questions, explain the pros and cons of the various loan options before me and in the end accessed loans for me that are not directly available to the public. Best of all he got me a great interest rate! Thank you Mick.

Regards
Mike Steele

Every Cloud Has a Silver Lining

After recently having his car stolen Kent Walker of Kentec IT was faced with trying to obtain finance to replace the car when his IT business had only launched a couple of months before.

Thankfully Accountplan’s Mick Doyle, with over 30yrs in the finance industry, was able to present a successful business case to one of our panel lenders and see Kent quickly into this beautiful new Ford Ranger.

A great result for Kent who is back on the road providing his specialist IT services to schools and companies across the greater Brisbane area.

Does your business have a need for Equipment or vehicle finance? If so call us on 07 3883 8999 and get things started.

From utes to Maserati’s

We have financed many utes and work vehicles here at Accountplan but never before a Maserati. Congratulations to Jason Littlewood of Australian Flag Makers who took delivery of his beautiful new machine on the weekend.

A first for Accountplan & another happy client

In another first, we were thrilled to assist our long-term clients Peter & Gwen Perkins with the finance of a brand new Feed Mixer for their Nanango based goat farm.  Peter has previously needed to mix the feed manually and has no doubt that the new machine will save them many hours every week.

Welcome Home Sarah & Scott

“When purchasing our new home, we didn’t know whether to go straight to the bank or try a broker. After a recommendation from Pam at Accountplan to have a free consult with Mick Doyle, we decided to have a chat. After our meeting with Mick, we knew he was the person we needed.

Mick went above and beyond to explain the process and didn’t assume we knew what to do. He communicated with us on a regular basis so we understood what we needed to do and how to make our dreams come true.

He did all the work and researched 11 different lenders which gave us the freedom to choose the best one to suit us. We also needed to refinance a current property which Mick sorted for us as well. We purchased our home in August 2017 and can’t be happier with how it all worked out.

We would highly recommend Mick Doyle, and would use his services again for any future lending.”

Kind regards,
Sarah Wedd and Scott Holden

Finance Testimonial From Sarah & Scott

A great outcome for Judy

“Thank you Mick for all your hard work getting me better rates for my loans and credit card.  My financial situation would of stayed at a standstill without your help.  I encourage everyone to talk to a finance broker.” – Judy McNee of Red Heart Speech Pathology.

Finance Brokers have significant buying power with the banks and can potentially save you thousands every year.  So let us do the running around for you, just like we did for Judy McNee of Red Heart Speech Pathology.

Beautiful Car & Great Tax Advantages

Accountplan Finance Solutions was thrilled to help our long term client Scott Griffin of Energetic Cleaning Services into his beautiful new Lexus – both are pictured here along with our very own Peter Anderson (Snr Accountant).  Energetic Cleaning Services is one of the most successful and highly regarded commercial cleaning services companies in Queensland with over 80 staff.  After a detailed Tax Planning session with Peter and Mick Doyle (Finance Manager) we were able to access competitive express vehicle finance options that ensured the Scott’s purchase was made in the 2017 financial year.  Not only a beautiful car but great tax advantages as well!

Another Satisfied Customer

Congratulations to our very own Jodie Fletcher who has taken delivery of her brand new pride and joy – a beautiful Mazda 3!!

Another Happy Customer

Congratulations to Gary and Paula van Neikerk of Gary’s Regal Enterprises who last week took delivery of their brand new Toyota HIACE.  Besides the benefits of getting in before end of tax year Gary and Paula were thrilled that Accountplan Finance Solutions was able to save them money by bettering the quotes offered by both his Bank and the dealer.