"Jason's realistic financial advice could equip the most inept saver with the tools to move in the right direction. Apart from having brilliant financial know-how, his advice is practical and his personal touch makes putting your finances first fun."
Antonia Magee
"As a small business owner and internationally acclaimed sharetrader and author, I wouldn't dream of putting my financial future in the hands of 'just anyone'. Jason Cunningham and the team at The Practice aren't just my accountants. They're my business strategists, my sounding board, and the professionals I turn to that look after every aspect of my business dealings - not just when tax time rolls around. Before any business expansion push, acquisition, or strategic shift, I consult Jason and his team. His focus, enthusiasm and professionalism has been responsible for putting hundreds of thousands of dollars directly into my pocket. I wouldn't want to be in business without him."
Louise Bedford
www.tradingsecrets.com.au
Australia's best selling author of sharetrading books.
"It was November 1991, when myself and my wife entered into negotiations to purchase a small division of Visy Board, which later would be known as :Styrapak Aust. P/L.
Being a partnership, as a husband and wife, we knew that while we had a deal of technical and financial knowledge we truly needed guidance to set up this new business and guide us through what we thought was to be a challenging, yet rewarding experience.
We quite honestly found Alan Bliss (now of The Practice) by mistake, or perhaps it was meant to be, and feel that Alan’s efforts and superior guidance has made the difference between our company being a great business and a great working operation that it has grown into today.
Alan’s total support through our 19 years of operation has been exemplary and I have no hesitation in recommending him (and now The Practice) to all who wish guidance in this
Yours Sincerely."
George Lloyd.
Director.
Styrapak Aust. P/L
"We at F&D O’Connor Pty Ltd have had a business association with Alan Bliss for over 20 years. At all times we have found his high ethical standards, integrity and expertise to be a fantastic asset to our Company. To be able to rely on someone that is always switched on gives us a good since of security. I would not hesitate to recommend Alan to new cliental as I know he would not let them down."
Frank O'Connor
Director
F&D O’Connor Pty Ltd
Dear Robert and Jason,
My husband, Steve and I are in the process of going through a marriage separation but despite that, we've managed to hold it together financially and jointly engaged The Practice to manage our taxation matters. Emma Ramsdale has been good to us and managed to significantly reduce our taxable incomes. As part of her service, Emma also recommended that we consider talking to a Financial Advisor from the practice, which Steve decided against and I made an appointment.
At my first meeting with Matthew Morrison, I took along all the financial material that depresses me: credit card and bank statements and the unopened envelopes from the ANZ containing details of our outrageously huge mortgage. Matt and I discussed the financial imperatives and my goals. With my consent he opened the envelopes with the mortgage statements and commented on the interest rate we seemed to be paying. I proudly advised him that it had taken us months and much hard bargaining with the ANZ to negotiate such a low interest rate. Matt wasn’t too impressed with the 'bargain' interest rate and suggested that I refer to my Letter of Offer from the bank and contact them to discuss what he considered to be a high interest rate currently being charged.
I later checked my Letter of Offer and saw that we had negotiated a interest rate of 0.87% less than the ANZ Standard Variable rate and contacted the bank. To cut a long story short, the bank agreed that they had made an error from the start of the loan in August 2009 and adjusted the interest rate in accordance with our Letter of Offer back to the commencement date of the loan. They then refunded our loan $11,220.60. Wow!
I simply wanted to remind you both of the amazing impact that your organisation has on some people and would appreciate it if you would give Matt a huge pat on the back for readily identifying a huge overcharging by the ANZ. I am delighted to be a client of The Practice and feel very fortunate that I've engaged Matt as my Financial Adviser. I met with Matt again this morning and was further impressed when he agreed that the amount budgeted for wine and shoes was not excessive.
PS, Jason, I've read your 'Where's my Money' book, thoroughly enjoyed it and learned loads.
Cheers, Rhonda M
