We value their advice, guidance & honesty
360Private has been our financial advisor for 20 years. We know them well. More importantly, they know us well. They are an excellent team of committed, market-aware, service-focussed individuals. We value their advice, guidance, honesty – and caution when necessary. It is definitely a “no regrets, only positive” relationship for us
Extremely grateful
The 360Private team look after all of our financial affairs and we are extremely grateful and proud to be associated with a firm that deeply cares about our current and future plans and how we could achieve them. Their attention to detail is exemplary and their people consistently provide proactive advice that has delivered great results for us in the past…and we are sure it will in the future.
Over 15 years of service
Our family have been using 360Private for their accountancy and wealth management services for over 15 years. Our partnership with them is built on trust and competence and we see them as an integral part of the way our family finances operate now and how they will be managed in the future.
I have been a Client of 360Private for over 10 years
I have been a Client of 360Private for over 10 years when I transferred all of my self-funded superannuation and most of my financial affairs to Mr Greg Rundle and Mr David Temme. Greg’s business expertise, his historically accurate memory and his ready availability on any matters arising is invaluable, reliable and very reassuring.
David is extremely well versed in share market investments and personal portfolio management, and his results consistently outperform market expectations. Apart from the financial and business assistance provided by 360Private, we also have happily experienced the more important things they provide, which are honesty, integrity, professionalism, reliability and friendliness.
Whilst everyone must be responsible for their own financial, legal and personal decisions, from our experience, we have absolutely no hesitation in fully recommending that preliminary decisions be made with 360Private, before embarking on those important whole of life decisions.
We’ve worked with 360Private for 20 years.
Greg and his team have guided our journey from one small restaurant to a far greater collective of businesses. They have been instrumental in helping our business interests to grow, navigating complex company structures and taxation implications. Beyond simply accounting, 360Private have also taken care of all of our personal requirements such as wills, life insurances, and self-managed superannuation. We have always trusted them implicitly to maximise our business returns, which has allowed us to focus on growth, and doing what we do best. They are always available for quick advice and Greg has become a true friend as well as a trusted advisor.
A client for well over 25 years.
I have been a client of 360 Private for most of my business life which spans well over 25 years.
In particular, I have been fortunate enough to have Greg Rundle manage both my business and personal financial affairs.
Greg is very knowledgeable and acutely tuned to my business needs. His advice and suggestions have been much appreciated over the years and have helped me grow in my understanding of the financial landscape and good business practice. Most of all though I appreciate that Greg has always been patient in helping me understand “accountant talk”, and in doing so he has demonstrated respect, humour, and genuine “niceness”. As a woman in business, this has meant a lot to me.
