I would like to explain my purpose for asking my clients to write and talk to you about their experiences. I wanted you to see just how the use of an adviser can help you achieve the results you want.
Start your path to the success you want in either the
TAX, BUSINESS or FINANCIAL PLANNING area.
My name is Doug Elliott, I own and operate Fifth Mornington Enterprises Pty Ltd.
I have been a client of PTBC since 1991, I first came to get my tax done and stayed. I can speak to the team at PTBC when I need to. We discuss what needs to be done and the time frame involved. I know where I stand because we get together every three months. I do not need to worry in between times. Tax time is not a long drawn out process, the figures are done during the year, so all we need to do in June is look at the situation and make any adjustments necessary. This works for me.
Doug Elliott Mornington
Business & Tax Client
We are Cassie And Ron Gross, we own and operate Gross Couriers Pty Ltd.
We have been clients with Irena for 16 years and in that time we have found her to be honest, caring, and very helpful on a professional level, then, as luck would have it ,she is all of the above on a “friend level” too. We have had differences of opinions on some matters over the years, but as usual, she ended up being right (ouch!), you could even say it hasn’t always been “smooth sailing” – actually the word “tsunami” comes to mind!!! – but we would end up “laughing our heads off” with an eat in Chinese meal at the end of the night — Irena isn’t aware of this little secret — but, when she comes to our house, Ron says — ”what time does my sparring partner arrive”!!!!!.
Thanks Irena for 16 years of total “honesty, care and friendship and much laughter” that we have shared along the way — and I am “sorry” that when you leave my house each month after the BAS has been done, your hair always ends up “verrrry currrly”, yet when you arrive its straight!!!!!! — We have sat down and “tried to fix the problems of the world”, we have seen each others families grow, I guess the word “friend” sums up our thoughts of Irena on a professional and personal level.
Catherine & Ron Gross, Gross Couriers Pty. Ltd.
Business , Tax and Financial Planning Clients
We are Elaine and Bruce, we have recently retired.
We are just at the beginning of what we expect will be a long and fruitful journey with Irena and the Peninsula Taxation And Business Centre. Irena was recommended to us by close friends, who have had their investments with her for some 13 – 14 years. In this age of financial volatility we felt that a personal recommendation was best for us. We were looking for someone who treated us as “people”, not just a number. This was reflected in the thorough way Irena analyses our financial requirements and drawing up the plan for our retirement investment.
We have found that the assistance from Irena in filling out the appropriate forms to roll over superannuation and into other investments has been very good. her friendly “no rush” approach has been appreciated. Irena was thorough in her explanation of how she operates, and how and where she would place our investment.
Elaine Walker & Bruce Waugh
Financial Planning Clients
My name is James Alexander and I work in the nursing profession.
“I have employed Irena to complete my personal taxation for over 20 years. This time frame is reflective of the service and welcome I receive on every occasion I visit or ring for advice. Advice and service is always professional, succint, direct, accurate and informative.
I have recommended Irena to several of my friends who were searching for a taxation/investment advisor, with only positive feedback. In these times with many alternative practitioners advertising widely I have never felt any need to change the professional I attend. I have no hesitation in recommending Irena to anyone seeking an informed, professional and up to date practitioner.”
My name is Margot Burke and I am in the nursing profession.
When I first arrived in Australia 4 years ago, I didn’t know anything about the taxation laws here. I looked at all the advertisements and Irena’s seemed to stand out as being very friendly. How right I was, Irena has a warmth that reaches out to you, you don’t have to be a big business, just an individual and she genuinely cares about you and yes, she really does have a nice warm fire in the winter.
My name is Patrica and I have recently moved to Tasmania and have retired from the workforce.
On moving to Mornington 14 years ago I was searching for a tax agent and discovered Irena Butler who had recently started The Peninsula Taxation And Business Centre. I am pleased to say I am still with Irena. She has proved to be honest, extremely helpful and informative in her financial advice. I highly recommend The Peninsula Taxation And Business Centre for all your financial matters.
We are Brian and Joan Hedges and we are retired.
When my husband decided that he was going to retire in a few months we did as advised and went for the free interview and assessment with four investment companies including Irena at Peninsula Taxation And Business Centre.
Our decision as a partnership small business to retain Irena Butler was probably the best decision we could have made in selecting someone to not only look after our retirement investments but to sort out what turned out to be a mammoth task, sorting out our superannuation catastrophe. The process of sorting this out took several months, which without Irena’s dedication, knowledge, and tireless persistence would not have seen us with the superannuation which we now have invested to secure our retirement.
Our recommendation to anyone in doubt as to (who to go with) to handle their finances in retirement could not be more sincere when recommending Irene Butler of Peninsula Taxation And Business Centre.
Brian & Joan Hedges
Salamander Bay NSW
Tax and Financial Planning Client
My name is David Osborne, I am retired from the Navy and work as a Function Organiser.
I have known Irena since 1994, and during that time she has become not only a trusted adviser but a close friend. I would highly recommend the Peninsula Business and Taxation Centre to anyone looking for someone who takes a genuine personal and professional interest in the needs of the individual. When dealing with Irena you are not a number but a person.
Irena has the ability to translate “finance and tax speak” into plain English which enables you to make informed choices about your future financial decisions. I really appreciate Irena’s honest and open to dealing with me A very refreshing approach to financial planning and taxation.
Wheelers Hill Vic
Business, Financial Planning and Tax client
My name is Barbara Templer and I am a Financial Planning and tax client.
I have been clients of the Peninsula Taxation And Business Centre for over ten years and it has been a decision that I have never regretted.
Mt Eliza Vic
Our names are Pammie & Rolly Harris, we are retired and came to PTBC because we were referred by David Osborne a work colleague.
“My husband and I would like to thank you for all your financial help and advice you have given us since our retirement in 1998. We didn’t have a large ‘Retirement Nest Egg’ but you made it grow and gave us the opportunity of a living comfortable retirement- without your expertise in the Financial Sector and your dedication to your clients’ best interest, I really don’t know where we would have been”
Pam & Rolly Harris
We are Peter & Betty Smith
“Since retirement 12 years ago Irena’s advice and careful forward planning has taken many concerns out of our senior years- always coming up with what is best for us”
Peter & Betty Smith
My name is David Wood, I own and operate Morning Peninsula Services Pty Ltd.
I first met Irena Butler, of Peninsula Taxation and Business Centre, when I was facing imminent retrenchment and desperately seeking some sound financial advice. My future was uncertain, I was contemplating setting up my own business and needed to roll over my superannuation.
All this happened in late 1995 and Irena has been my financial advisor and friend ever since that time. I remember her first words of advice all those years ago, or something to this effect:
“Go and get yourself a an invoice book and go for it! Keep all your receipts, a log book for the car and we’ll sort the rest out further down the track”.
Well, I’m still in business eleven years later. I’ve had some “dramas” with the ATO (hasn’t everybody?), which Irena has helped me to sort out. She has helped me adopt tax effective strategies for both my private and company situations. Whenever I contemplate any major financial decision I always seek Irena’s willing opinion. Thank god she is always there at BAS time to help me sort out the finer details.
On top of all that, we have shared some good times and bad times with both our families and come through it all OK. Irena is a friendly and caring person who will tell you what she really thinks about something and I value this quality.
Sometimes it does us both great benefit, to sit back and have a good ‘belly laugh’ together, before moving on to more serious or mundane things.
Mornington Peninsula Services P/L
We are Beth and Alex
“We first met Irena when she came into our neighborhood several years ago. We run a family Business- slate laying.
At this time we were unhappy with our situation as we didn’t know where we stood with our business at any time, until our figures were done.
Irena helped us tremendously as she was always available to answer our enquiries regarding taxation and the running of our small business. We feel through Irena’s knowledge we are able to keep control over our business and obtain maximum returns”
Beth & Alex Weerheim
We are Jean & Jack Field
“We first met Irena 14 years ago when we needed help with a taxation problem. Since then we have found her to be not only a wise and honest financial adviser but a good friend, always there for us in time of need.”
Jean & Jack Field.
I am Barbara Sparks, retired and very happy.
“17 years ago I was totally confused with taxation, super and investment requirements and laws. I had been recently widowed and could see my available money on a downward slide.
Then I met Irena Butler, whose question to me was “well you tell me what you want to achieve financially and I will endevour to make it happen with you” And she did!
Irena listened to my individual needs & desires and she helped me on a straight course to achieve my goals, with regular personal checks, her vast financial and investment experience, Irena keeps my financed in a sound order honestly and with integrity”
Sippy Downs Qld
Don & Dora McClelland
“Upon recommendation we placed our business in the capable hands of Irena Butler of the Peninsula Taxation And Business Centre. We have been with her now for three years and have been very pleased with her efficiency, honesty and care for us as we are both over eighty years of age”.
Don & Dora McClelland
Mt Eliza Vic