IT’S ALL ABOUT YOU

When it comes to providing personalised and commercially astute Wealth, Tax, Legal and Business Advisory services, it simply can’t be about anything else but you. Our partnership with you is just so powerful – There is no elevator to success. You have to take the stairs.

OUR FOCUS

   Understanding your financial circumstances, your personal and business needs, your challenges and most importantly, how you define success, trust is everything. Without it, advice means nothing.

Holzworth Partners is serious about your success. And it shows – we immerse ourselves in your world.

We treat your business and personal affairs with the attention they deserve and we give you all the time you need, when you need it.

We share our skills, expertise and knowledge, examining every detail and leaving nothing unnoticed.

WHY CHOOSE HOLZWORTH PARTNERS?

What happens tomorrow is within your influence. It’s determined by the choices you make today. You’ll work with a proven provider who will save you time and get your wealth or business aspirations up and running with greater efficiency. You’re in reliable, trustworthy hands – given our proven track record. You have access to a wealth of practical financial and business knowledge.

  1. Comprehensive and clear answers to your Business, Taxation, Legal and Personal Financial needs.
  2. Dedicated and experienced professionals providing efficient and effective responses.
  3. Solutions delivering peace of mind so you can focus on what you do best.
  4. Deep resources accessing an array of tailor made strategies at the cutting edge of financial innovation.
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BeckXR6T
BeckXR6T
June 27, 2021.
Great Customer relations, understanding the customer’s requirements and providing a great service and/or product. Excellent communications, professional, highly recommended for all you financial advisory and taxation needs.
Teresa Feather
Teresa Feather
June 23, 2021.
Terri thompson
Terri thompson
March 31, 2021.
I would like to thank Neil Holzworth for being my first point of call when I made the decision to move my Superanuation to a Managed Fund. You don’t expect to be talking to the main man but his advise was easy to understand and very transparent with reports accessible at any time. After I had been with Holzworth for a couple of years I was delighted with how my super had increased and very quickly. I asked my husband if he would like to move his Superanuation to them as well and he did. We are now preparing for retirement and decided to move our life insurance to our Superanuation and have been supported all the way by Daniel Judge great young man very professional and extremely responsive. Can’t speak highly enough of this great group of professionals , the best move we have ever made financially. Terri and Graeme Thompson
Greg Holmes
Greg Holmes
February 5, 2021.
More than happy with the service i have received in the years I have dealt with Holzworth Partners and would not hesitate to recommend them to others. Always several jumps ahead of anything I might require and have everything ready soonest.
Ha Nguyen
Ha Nguyen
December 30, 2020.
Professional and efficient service done by Holzworth Partners team!!! My parents wanted to register their first company in Australia as foreigners and the process & paper work was incredibly quick and smooth. At first, I was really worried about the language barrier as my parents couldn't speak English, but HWP had someone handy in the office to help translate without the need for my presence. Many thanks to the whole team, especially Mark and Han! My parents couldn't be happier. Highly recommend Holzworth Partners!
Beau Wakeman
Beau Wakeman
August 21, 2020.
I've been with Holzworth Partners for a while now and I cant think more highly of them. All members I have dealt with have been fantastic! I'm very happy I made the move to go with Holzworth Partners.
Anne de Bruin
Anne de Bruin
August 20, 2020.
I cannot be happier with my experience with Kerri at Holzworth Legal. I approached Kerri at a time of despair in my life when I was going through a terrible situation. I was expecting to have negative feelings throughout, what turned out to be, a lengthy court case but instead I felt listened to and in control after every conversation with Kerri. As a result, my perception of lawyers in general has completely changed, which is pretty remarkable. Kerri was recommended to me by someone and I have personally thanked them on multiple occasions as I am extremely grateful. The outcomes achieved by the effort she put in every step of the way has made a significant difference to my life, and still does to this day. Worth it 100%! I will be jumping on the opportunity to recommend Kerri to anyone and everyone. She is a compassionate lawyer who listens and actually cared about me as a client.
Mary Buglass
Mary Buglass
July 27, 2020.
They answered my question calmly and helped me understand what I had chosen to do and costs. Mark was really understanding while I had a meltdown and calmed me down. Really good company
Matt Stagg
Matt Stagg
July 22, 2020.
Daniel is clearly a god among men. He crushes his enemies, sees them trembling before him, and hears the lamentation of his competitors. Holzworth has far more financial advice to give me than any other organisation for my Super and my accounting needs. With them focusing on growing my retirement money, I can now focus on finishing Doom eternal on Ultra-Nightmare mode. 10/10 financial knowledge, 11/10 not behd, 12/10 good soize
Dylan Michael
Dylan Michael
June 2, 2020.

KEY SERVICE AREAS

Through smart planning and management, our experience can make a real and material difference. We work closely with you to ensure you not only receive quality service, but also sound advice that is tailored to your individual needs.

Our detailed knowledge of taxation laws and investment structures also means your finances are structured in the most tax effective way. Our highly qualified advisors can help you make the best choice so you can reap the rewards for years to come. Based on effective financial strategies we create investment portfolios that offer income flows and long-term capital growth. We also provide you with comprehensive reports detailing investment assets.

MEET THE TEAM

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We bring together highly qualified business and finance professionals, some of whom have been practicing for over 25 years. Harnessing the skills and expertise of a team, the focused effort brings the meaningful outcome of improving your overall financial position.

How we work with you: Building an open and honest relationship with you and getting to know your personal financial and business activities is our top priority. We are then well placed to guide your plans.

Jane Purnell

General Manager

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Kerri Tucker

Director, Holzworth Legal Pty Ltd

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Long Vuong

Marketing Director

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Sena Pona

Associate Financial Adviser

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Andy Nguyen

Financial Adviser

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Lauren Telleman

Graduate Advisor

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Ebony Lawton

Social Media, Design & Marketing

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Ha Nguyen

Administration Support

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HOLZWORTH COMMUNITY

LEARNING RESOURCES

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