I have used The Rogers Group for financial and accounting advice over a period of 12 years, both at a personal and professional level.
During this period I have found that they provide timely and courteous service at all levels of the organisation. The service and advice sought and provided by TRG has been tailored to purpose and of the highest quality.
I am delighted to recommend them and would be happy to be contacted to provide a verbal reference.
CEO – Mining Industry
Thank you so much for your help in the last year – we really appreciate it and thanks for sorting out our lovely shoe box approach to accounting. Stephen, thank you as well for answering many questions and help with MYOB. We are grateful.
When I first established my small business back in 1984, one of the biggest hurdles I had was finding the support and advice I could trust in those crucial early days. It took some trial and error but when one of my clients recommended Katie Rogers to me, I was confident I was on the right track. The Rogers Group has now been my partner for taxation planning, advice and accounting services for just over 22 years. My business has grown and diversified over that period but Katie and her team have continuously maintained support with excellent, domain specific advice for our expansion of operations within Australia and Europe. For our tax accounting, DIY Superannuation, major asset transactions and business planning, the one thing I don't have to worry about is the assurance of compliance and maximised tax benefits. Since our move to Queensland several years ago, The Rogers Group still provide timely services to us remotely, as effectively as if we were still just down the road.
I want to thank you very very much for all the excellent and professional assistance you have given me over the past 3 months.
Your unfailing energy, robustness of attitude, breadth of skills and your marvellous mix of big picture/micro detail were the perfect combination I needed. In addition, your wisdom and clarity were a guiding light to me in what is inevitably an overwhelming experience.
I feel very relieved the settlement is satisfactorily completed and I have been having a mental holiday for the last 10 days. I hope you got the holiday you needed after such a frantic end to the financial year.
I will be in touch with you very soon over more tax and super matters!!
Meantime, my very best wishes and thanks
I confirm that I have dealt with Ms Rogers since 2001, during which time she has provided me with excellent support and advice with regard to my personal finances. Her depth of knowledge, attention to detail and resolve in her dealings with the ATO on my behalf have greatly impressed me. She has successfully managed some extremely complicated tax matters for me, as well as providing sound advise in other financial areas, such as estate planning, business plans and administration, property investment and expatriate issues.
I can confidently recommend Ms Rogers as a reliable and exemplary accountant, expert in many fields. Most importantly, on a personal note, her support and encouragement through some difficult matters has been very helpful and greatly appreciated.
The Rogers Group has been working in conjunction with my clients and my firm for the last six years. In that time we have received nothing but excellence in service.
The team at The Rogers Group led by Ms. Catriona Rogers applies a proactive approach to handling all Tax and financial matters.
Catriona Rogers has a strong technical and academic background from which to apply to any problem that can arise from dealing with the Australian Taxation Office.
Catriona has also successfully raised a family and built an excellent business which is testament to her creativity, integrity, and work ethic. No mountain is too high for "The Rogers Group".
I would strongly recommend the services provided
-Certified Financial Planner. Authorised'Representative No. 271129
MW Planning Pty Ltd
I have had the pleasure of knowing Ms Catriona Rogers and the opportunity to work with her company, The Rogers Group, for over 12 years.
I have always found Catriona and her team to be professional, competent and efficient. Qualities which unfortunately are too often lacking in many professional advisers, to the detriment of their clients.
I have in the past recommended Catriona to many of my clients and I would not hesitate to recommend Catriona and The Rogers Group to anyone looking for professional accounting and financial management services on either a corporate or personal level.
Tax Consulting & Wealth Management Specialist
Ms Catriona Rogers and her company, The Rogers Group, were recommended to us at a time when our personal and professional financial affairs were in considerable disarray due to years of mismanagement and poor financial advice. That was ten years ago. It is a mark of the success of the professional relationship we have formed with The Rogers Group that our trust and confidence in this company continues to grow each year.
As a freelance couple working in the arts, and with an extended family to support, careful management of our daily financial requirements and rational planning for our long-term fiscal sustainability has been of critical concern to us. In helping us address these issues,
Ms Rogers and her team have brought a level of professional foresight, great personal care, detailed tax planning, and simplification of overly-complex accounts to bear across all our personal and professional financial affairs. This thorough and considered approach has not only personally taught us a great deal about responsible financial management and planning, but it has also given us the confidence to make the most of sensible investment opportunities when they have arisen.
It is particularly relevant that we write this testimony during a climate of great economic global uncertainty and change. Had the current economic climate hit us without the rectification, foresight and planning which The Rogers Group has applied to our own financial circumstances over the last ten years, our position today would be vastly more vulnerable and difficult.
We would not hesitate to recommend Ms Rogers and her team to anyone looking for the best in professional accounting and financial management on either a corporate or personal level.