Poole Group Accountants & Business Advisers

Great accountants but terrible Financial Planners (Gave them 2 shots)was with them for 14 years and whilst the accounting side is very good lost a lot of money on my Super and when I cancelled their services would not return fees as I was tied in apparently. Thousands of money lost in Superannuation and when questioned they try the blame game and the hidden fees & services eat away at your nest egg.

I have been working with Dale, Neil, Craig and Cara for 10 years. More recently Jackie from audit. Brilliant accountants. Never put a foot wrong. Very efficient and excellent service.

The team at the Poole Group have been amazing in every way. They have provided quality advice and assistance to my partner and I. They are always happy to help and are quick to respond to emails. The level of service provided has been great. In particular, I would like to express my thanks to Jolene, Cassy and Jenni.

The team at Poole Group provide outstanding full-service support for both my business and personal needs. Dale Trickett has been an invaluable advisor, always swift with advice and generous with his time, while Kirsty and Chloe ensure payroll and BAS are handled with ease and efficiency. As a small business owner, I feel completely safe and supported in their hands, especially when receiving excellent HR advice and support from Dana. More recently we’ve been introduced to their Wealth division for financial advisory, which will be beneficial for my husband and I. Poole Group are friendly, approachable, organised, and always happy to take a call. Their efficiency and breadth of services make them an exceptional partner, and I couldn’t recommend them more highly.

After being dissatisfied with responses from my previous accountant we reached out to Neil Cooke. Having individual returns, a Family Trust and a SMSF, we wanted to know that my advisors had the experience to deal with my structure. After a phone discussion and one meeting with Neil and Kristy Lee, it became clear that our previous accountant had dropped the ball massively and was not proactive in helping us grow our wealth. Neil and Kristy explained the issues and provided solutions that will enable us to correct the past mistakes. They have also identified a way of recycling our debt to be able to pay off our bad debt and transform it into debt that will work for us. I feel much more confident that Poole Group will be proactive in helping us identify ways of growing our wealth. Hindsight is a wonderful thing but should have switched over years ago.

Dale and the team at Poole are absolutely incredible. Dale has a wealth of business, share, super and property related knowledge and has helped our business and my family immensely. I would highly recommend anyone looking to take their business or family to the next level. 6/5 star service and outcomes.

We’ve been working with Poole for a while now, and we couldn't be happier with the service we’ve received! From the start, their team has been incredibly knowledgeable, professional, and responsive to all our needs. Whether it's tax planning, financial advice, or day-to-day accounting tasks, they've always been there to provide expert guidance and support. Their attention to detail and commitment to ensuring our financials are in top shape has made a significant impact on our business. We truly appreciate their proactive approach and how they make complicated matters easy to understand. We highly recommend Poole Group to anyone looking for reliable and trustworthy accounting services! 5 stars