Find Financial Adviser AUAdd your business
← Back to Shepparton
Perta Thomson Partners (PTP) - Shepparton

Perta Thomson Partners (PTP) - Shepparton

5.0(6 reviews)See reviews ↓·Shepparton

What customers say

Based on genuine customer reviews

Accounting and business consulting form the core of the work described by clients of this Shepparton practice, with tax expertise and financial advice recurring across accounts of the service. Tam attracts consistent praise, with several customers describing the difference made to their businesses through knowledgeable guidance on tax law, proactive financial planning and day-to-day compliance. Reviewers repeatedly mention that complex financial matters are explained in approachable terms, and that questions are answered promptly and thoroughly.

A long-standing client notes ongoing professional support since 2009, and the assistance given when a business was established in 2017 is described as invaluable. Practical, workable ideas for running a business are another point that comes up often, alongside a personal approach that clients contrast with a purely transactional relationship. Tam and Joe are named for a webinar on retaining and nurturing staff, which attendees found informative and clearly structured, with sensible next steps. The themes running through the feedback are professionalism, accessibility and genuine care for clients' businesses, from tax and compliance work through to broader management consulting and financial planning.

Business management consultantChartered accountantFinancial consultant

Reviews

Reviews are taken from publicly available sources.

SR
Sue Ryan30 May 2024

PTP Accountants - Tam has been a complete game-changer for my business. Over the past 3 years, their expertise in tax laws and proactive financial advice have optimised my finances. They consistently provide personalised solutions and ensure I am always compliant. Their professionalism and approachable nature make complex financial matters easy to understand. Tam is always available to answer my questions, going above and beyond in every aspect. Highly recommend for anyone in need of an outstanding accountant. Sue Beechworth Emporium

MM
Michael Mason21 November 2022

Great people to deal with, more than just accountants they care about your business and have real and practical ideas that help in the running of your business.

GM
Gino Meneghetti15 November 2022

I have been using PTP for a long time now and there professionalism mixed with a personal approach is second to none, best in the business.

GM
Glen Mason21 September 2022

I have been working with PTP since 2009, I have always found them to be extremely professional, easy to work with and highly skilled. When I started my business in 2017 their support, and advice were invaluable. I couldn’t recommend them highly enough for all your finance and business consulting needs. Glen Mason Director Welkin IT

AG
Angela Grogan30 August 2022

Really enjoyed the ptps webinar on retaining & nurturing your staff. Tam & Joe shared some great information on the topic and clear next steps.

FD
Frank DeMaio4 July 2022

Amazing Service and support.

Financial advisers & planners in Shepparton compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Shepparton are compared.

RankProviderRatingReviewsOpen Sat.
1Better Wealth★ 5,019No
2Good-Life Advisory★ 5,017Yes
3Perta Thomson Partners (PTP) - Shepparton (this page)★ 5,06No
4Sofcorp Wealth★ 5,02No
5Chalmers Private Wealth★ 4,52No
Contact
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed