Refined Wealth
25 Reviews
- Monday9 am–5 pm
- Tuesday9 am–5 pm
- Wednesday9 am–5 pm
- Thursday9 am–5 pm
- Friday9 am–5 pm
- SaturdayClosed
- SundayClosed
About the Business
Refined Wealth - Financial Services Company Midland | Refined Wealth is a boutique financial services company specialising in accounting, financial planning, finance broking and insurance.
Contacts
Website
Call Us
+61862700590
33/5 Keane St, Midland WA 6056
Hours
- Monday9 am–5 pm
- Tuesday9 am–5 pm
- Wednesday9 am–5 pm
- Thursday9 am–5 pm
- Friday9 am–5 pm
- SaturdayClosed
- SundayClosed
Features
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Toilets
Recommended Reviews
Chloris Wang
12.10.2023
Refined Wealth
The team at Refined Wealth are friendly, professional, and they know their stuff when it comes to financial services. I happily recommend them to anyone for accounting, financial planning or insurance needs. Top notch!
linemata linny Gataua
10.10.2023
Refined Wealth
The Team at Refined Wealth... Good quality... Good value... Very Professional and Responsive.Dale and Vicki Mertens very Knowledgeable, honest and Exceptional.They helped us with our Mortgage related matters regarding our Home Loan and Fifo Tax Returns.We are very happy with the outcome. We appreciate the great customer service.We would highly recommend the team at Refined Wealth to family and friends.
3am Ideas
10.09.2023
Refined Wealth
If you're after a firm that genuinely cares for your business goals, then you really can't go past the team at Refined Wealth. Vicki was incredibly helpful and patient when it came to answering my questions.I have full confidence now that the path forward is the right one for my business, my family and my future.Thank you so much. 10/10!!!
Melanie Andersen
25.08.2023
Refined Wealth
As a first time home buyer Dale made the whole process easy to understand and stress free, I highly recommend Dale to anyone entering or currently in the market for a mortgage advisor and so can’t praise him enough!
Amy Cooke
22.08.2023
Refined Wealth
Working to buy our very first house was remarkable less stressful than anticipated with the help of Dale. I am thankful to have as much help as we did. I'd recommend Refined Wealth to anyone!
Sharon Erichsen
21.08.2023
Refined Wealth
Couldn't have asked for better assistance from Dale at Refined Wealth. Very knowledgeable and honest broker who went over and above with his service to help me with my financial business. Highly recommend to all looking for reliable, prompt and extremely professional service in the finance industry.
Adam Johns
19.08.2023
Refined Wealth
I have always had dealings with the team.Donna ,Sharlin and Vicki are always extremely helpful.If i ever have any questions ,they always help me straight away.Sharlin even went out of her way to assist me when they had closed over the Christmas break.I appreciate the great customer service.
Gemma O'Neill
05.08.2023
Refined Wealth
Such a professional, friendly team from Vicki and Dale to Chloe at the front desk. Flexible and helpful
jono heading
29.07.2023
Refined Wealth
I was referred to refined wealth by a friend that is also a client at refined wealth. I am so glad he did. Dale and the team at refined wealth are gold. Everyone there is polite, friendly and very welcoming from reception to the consultants. They take genuine interest in your goals and work every angle to make it happen in your best interest. There was never a moment that was just too hard or a hassle. Dale never saw a problem, only solutions. The team at refined wealth are not there to waste your time. Your goal is their goal. Thank you team at refined wealth for everything.
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33/5 Keane St, Midland WA 6056
Refined Wealth