Lead Advisory Group

Lead Advisory Group is an accounting firm that has been working with the Bendigo community since 1995. The firm is led by directors Brett Andrews, Cara Hall, and Glenn Taylor. Brett Andrews joined Lead in 1997 and became a partner in 2006. Cara Hall became a partner in 2012. Glenn Taylor has over 25 years in the accounting industry and led his own accounting practice for more than 15 years; he became a partner of Lead Advisory Group in 2025. Cara Hall is an Authorised Representative of Fortnum Private Wealth Ltd. Brett Andrews holds qualifications including Chartered Accountant and Bachelor of Business.

Cara Hall holds qualifications including Chartered Accountant, Bachelor of Business (Accounting), Bachelor of Computing, Diploma of Financial Planning, and Advanced Diploma of Financial Planning. The firm provides services including taxation, accounting, financial planning, lending and finance, business development, and self managed super funds (SMSF).

Lead Advisory Group draws consistent praise from clients who have worked with Allan, with reviewers repeatedly highlighting his thoroughness and willingness to understand individual circumstances before presenting options. Much of the feedback centres on home loans and mortgage broking, including first home purchases, refinancing and borrowing for self-employed or single applicants, with several customers noting that approvals progressed quickly once applications were submitted.

Allan is described as patient, encouraging and clear in explaining financial matters to people without a lending background, and his real estate experience is credited with helping secure finance for a dual-zoned residential and commercial property. Communication stands out as a recurring theme, with prompt responses to questions and a smooth, stress-free process frequently mentioned. Reviewers also refer to ongoing support after settlement, including renovations, vehicle and caravan purchases, and reduced monthly repayments, as well as assistance with superannuation and broader financial consulting matters.

The tone across the feedback is grateful and personal, with clients describing Allan as realistic and persistent when situations became complicated. His availability and strong people skills are noted alongside his technical knowledge of lender requirements, and the results achieved for first home buyers and those with borrowing needs form the most common thread across the comments.