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Finspective

Finspective

5.0(12 reviews)See reviews ↓·Ballarat

About the company

Finspective operates three professional business teams under one roof: Financial Planning, Lending and Accounting. The practice is the trading name of Finspective Lending Solutions Pty Ltd, Finspective Advisory Services Pty Ltd and Co-Pilot Advisory Pty Ltd. Tyson Crotty is a Senior Financial Adviser and Director, and is a member of the FPA and a registered tax (financial) adviser.

Brenton Ashbridge is a Senior Lending Specialist and Director, and was a finalist for The Adviser Better Business Awards in 2019. Simon Ward is a Senior Accountant, Business Adviser and Director. Steph Roden is an Accountant. Tim Weaver is an Associate Mortgage Broker. Emma Manterfield is EA to the Accounting Team. Finspective services the Surf Coast, Ballarat, Melbourne and Geelong areas. It offers financial planning, lending and accounting services.

What customers say

Based on genuine customer reviews

Tax planning, bookkeeping and broader accounting support are what clients in Ballarat most often associate with Finspective, and the feedback describes a practice built on long-standing relationships rather than one-off transactions. Simon Ward features frequently in accounts, portrayed as approachable, unhurried and clear when explaining options, so that individuals and business owners feel equipped to make decisions for their families and their companies. Reviewers note that engagements have continued across many years, in some cases more than a decade, and that this continuity has brought steady guidance through changing circumstances.

An aspect raised across a number of reviews is how quickly returns are prepared and how much lighter the process feels when the team manages the detail. Customers also appreciate the secure online portal used to collect records and sign documents, describing it as efficient and straightforward. Work mentioned ranges from personal and company tax to advice on claims, cash flow and business structure, with several clients saying they have passed the firm's name to friends and family and heard favourable responses in turn.

Bookkeeping serviceFinancial consultantAccountantMortgage brokerSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

DS
Dom Swinton12 June 2025

I've had the pleasure of working with Simon and Finspective Accounting for over a decade, and I'm consistently impressed with their professionalism, expertise, and dedication. From tax planning to financial analysis, they've provided invaluable guidance and support, helping me navigate complex financial situations with ease. Their team is responsive, knowledgeable, and always willing to go the extra mile. If you're looking for a reliable and trustworthy accounting partner, look no further than Finspective Accounting. Highly recommended!

CB
Chris Bright18 February 2025

Simon and the Finspective team have been our accountants for years now, and save us so much stress. They're very easy to work with. They have online portals for gathering info and signing docs, so it's very quick and secure. They're also very personable, happy to have a chat and explain things properly, to put your mind at ease. Would definitely recommend.

RB
Renn Blackman5 August 2024

Fantastic business, experienced, great team, highly recommend.

FH
Felicity Hoyne17 July 2024

I was referred to Simon at finspective a few years ago and have come back every year since. Simon was friendly and informative from the start, had no problem answering any questions I have had and helped me gain a better understanding of what I could claim for. I have been extremely happy with my return each year, and the promptness which they have been completed. I would come to Simon for any of my accounting needs, and finspective for the various services they offer. Highly recommend Simon and finspective!

JW
Jimmy Westley20 May 2024

Simon and the team at Finspective have been integral to the operation and growth of my business in recent years. They've been able to provide everything from bookkeeping services, through to advice on cashflow management and high-level business structuring. I now use Finspective exclusively and would have no problems referring friends and family to them. In fact, I've done so on many occasions and have heard nothing but positive feedback. Thanks for your support and assistance so far, I look forward to building on our relationship into the future.

KS
Kellie Sternberg24 April 2024

We've had the pleasure of working with Simon Ward for over 5 years in supporting both our family business and personal tax. Simon is prompt, supportive and knowledgeable in all that he does.

KE
Kent Ewers26 March 2024

Simon & the Finspective team are an excellent support to our business taking the pain out of tax planning & other accounting matters. Highly recommend!!

Contact
+611300319377www.finspective.com.au97 Mair St E, Ballarat East VIC 3350
Working hours
Monday08:00–18:00
Tuesday08:00–18:00
Wednesday08:00–18:00
Thursday08:00–18:00
Friday08:00–18:00
SaturdayClosed
SundayClosed