FM Mahar & Associates - Accountants and Financial Planning

FM Mahar & Associates is an accounting and financial planning firm launched in 2003 and has been operating for more than 20 years. Frederick Mahar is the founder and Managing Principal / Tax Specialist. The financial planning team includes Ebony Lynch and Aime Berg as Directors of Financial Planning. The team includes partners Jon D Warburton, Jon F Burchell, and Jessica Scanlan-Chatfield. The firm provides accounting, tax, business, and financial planning services. It serves clients in Warrnambool.

Individuals, couples and business owners in Warrnambool who have sought tax, accounting and financial planning support describe a consistent experience across the practice. Several customers highlight the benefit of having their tax and financial planning handled in one place, removing the need to coordinate between separate providers. Named team members including Jessica, Tracey, Jon Warburton and Aime Sandri are repeatedly mentioned for their attentive approach, with reviewers noting that their circumstances and concerns were understood and taken into account.

A theme running through the feedback is the thoroughness of the financial planning and money coaching sessions, where clients gained a clearer understanding of their habits and left with a structured plan to pursue their main goals. Business clients describe prompt assistance with the challenges thrown up by the pandemic, allowing them to stay focused on operations. Superannuation reviews are also cited, with customers expressing satisfaction at the outcomes achieved. Reviews time and again mention the absence of stress in their dealings and the considerate, supportive manner of the staff. The combination of accounting and advisory work under one roof, delivered by a team that takes time to explain and guide, runs through the accounts.