From day one, Samantha took the time and genuinely cared to identify exactly what products and strategies would be the best fit for our scenario and was incredibly patient while she guided us through the entire process.
Since becoming a client of Canny Group, and in particular Samantha Butcher, our experience has been overwhelmingly positive across the entire team.
From day one, Samantha took the time and genuinely cared to identify exactly what products and strategies would be the best fit for our scenario and was incredibly patient while she guided us through the entire process. This included working with Canny Legal’s state planning team, and accounting team “Mandy” who has been done an amazing job from an accounting taxation viewpoint including guiding us through the sale of an investment property.
Samantha has at all times conducted herself in a professional manner making the clients needs her number one priority whilst at the same time ensuring that we are comfortable with all recommendations.
On occasion when we have wanted to make any changes, she has always been very patient and understanding, taking the time to listen to our reasoning while at the same time making sure we fully understood the impacts of these changes.
Samantha also has an expert level of financial and insurance product knowledge which she has been able to apply our individual circumstances including reviewing on a regular basis ensuring that we are not paying for unnecessary products.
I would have no hesitation recommending Samantha as a financial planning expert and someone who is able to build trusting, caring relationships with her clients.
Canny Group make every individual that walks through your doors special, as if they were the only one.
I have been using Canny Group for more than 30 years, helping me with my tax each year. It was the one stop shop with a professional team of accountants and advisors.
I have never had to use a financial advisor until recently deciding it was time to hang up the work boots and retire. I decided to reach out to Canny Group. From speaking to their receptionists, it was easy to organise a time for me to meet with one of the financial advisors to help me out with my finances.
I got introduced to the lovely Samantha Butcher who greeted me with one of the warmest smiles and made me feel very comfortable. It’s so hard to explain when someone can make you feel that special and they will do whatever it takes to make you comfortable. I was nervous and anxious when l first walked in and sat down but within a matter of a few minutes l felt so relaxed with Samantha’s professionalism and just the way she spoke to me explaining to me the options to retirement and allowing me to the choices whilst Samantha guided me gently to the right decisions for me.
I cannot thank Samantha Butcher and Canny Group for the professional service in which l had received.
I will continue to use Canny Group and Samantha as my financial adviser for the future. I would highly recommend Canny Group to whoever needs any financial services.
Thank you so much Canny Group for making every individual that walks through your doors special, as if they were the only one.
I am looking forward to a financially secure future!
I have been with Canny Advisory for over three years, dealing with Samantha Butcher.
Not only is Sam personable, she is second to none in the financial advising stakes! She knows her product(s) and can explain it in layman’s terms.
I am looking forward to a financially secure future thanks to Sam and Canny Advisory and would not hesitate to recommend their services provided.
Good service, I like to have a finger in the pie!
Helen Yau is my adviser and the advice I received was for self-managed super fund (SMSF) and pension planning.
Good service, I like to have a finger in the pie and Helen was always happy to call me in and run me through everything and kept me involved with decision making such as which stocks to buy or property to invest in. She advised a property to buy and later to sell which led to a good gain.
I’ve had my tax returns done here at Canny since 1970 with Stan Canny who always spoke to you as a mate and understood what he was talking about.
From having my tax done for that long, I finished my employment and needed to reinvest my super fund that I had, it was a logical move from going from Canny Accounting to Canny Advisory.
The thing is, I ring up and ask with any question I’ve and I’ve always gotten my answers.
They also let me meet the team to put a face to the name and know the people I’m talking to, even over the phone.
In penning the top ten decisions that have made a positive influence on my life, I came to realise that I needed to include the time we decided to partner with Canny Group!
In penning the top ten decisions that have made a positive influence on how my life has unfolded thus far, I came to realise that I needed to include the time we decided to partner with Canny Group tp help us with our financials and business. I say ‘partnering’ because that is exactly what it feels like; for us anyway!
We have never had a sense from Krystine and the team at Canny Group, that we are just ‘another customer’ – or way worse ‘a number’ – we feel like valued clients and if I may suggest, friends.
Thanks again Krys and the team you have brought together – we love your ethic, your culture and we cannot state how much we value your help and guidance through these many years.
I have been with Canny since day one!
I have been with Canny since day one! When founder Stan Canny and I played footy shoulder to shoulder with North Geelong.
Stan, born and raised in the Northern Suburbs, found client uptake in his office in the heart of Geelong too slow, so he resolved “if clients won’t come to me, I’ll go to them” and he set up in Station Street, Norlane and the locals – subbies, retailers, wage and salary earners – began knocking on his door and discovering his caring services.
Dealing with tax, legislation and complex regulations etc, Stan ranked people ahead of just paperwork and numbers.
Many have become lifelong friends. Stan has retired (since passed) but, for this family-based company, right up to date with complex demands made on business, families and individuals, it still sees people and it still cares. Nothing’s changed!
When Adam explained the services + resources Canny Group presented, we felt that our future direction would be fully catered for!
We have had previous experiences with Adam Ramage and really appreciated his input and support when previously working alongside him. There were a number of changes in our financial position since we first had contact with Adam, thus having a connection with someone we trust who works in an organisation with considerable resources was a priority for Mary and I – thus we are not Canny Group clients.
Starting up with very good initial advice based on the need’s analysis, we were able to put in place the foundation steps to commence the next phase of our journey. Implementing a new business structure happened very quickly and the response from Adam and the team at Canny Group were very timely, providing Mary and I with tremendous confidence in Canny Group.
When it comes to turning to someone for advice at Canny Group, Adam is our first point of call, as we expand our needs, I am sure that there will be others who will be there to support us. Adam has already references that depending on particular needs of ours he would refer us accordingly when the time was right.
Overall, working with Canny Group has been an outstanding positive experience and we are so satisfied, glad we made the change!
No question is too silly!
I was referred to Canny Group via word of mouth when I decided to start my own small business ten years ago. Having worked for many different employees as a physiotherapist for nearly 20 years, I was very nervous setting up my own business.
Amanda’s expertise helped me create my brand, set up my business structure and develop my business plan. Amanda always responds promptly to all my questions and concerns and has been there for me every step of the way.
My business has grown each year which is partly due to Amanda and her fabulous team!
No question is too silly (and there were many!). The entire Canny team are professional, approachable and diligent in their approach to their client’s needs – thank you!
In a word, I would describe our overall experience with Amanda + her team at Canny Group as – reassuring!
Since connecting with Amanda through business networking and observing her commitment to mentoring and developing other business women, my regard for and trust in her and her business has grown. That trust is what drives my decisions about who to collaborate with, or seek support from, in business development.
The practical support we have received from an accounting perspective has been timely in the growth of our company. The ability to source other legal and strategic advice from Canny Group’s other service arms has enabled us to have a clear view of the risks and benefits of new business ventures and how to ensure the establishment phase is well thought out, secure and comprehensive.
When we need advice, we primarily turn to Amanda at Canny Group, with help from her and her referrals to other parts of their business when need and when appropriate.
Our overall experience working together with Canny Group, in one word, I would describe it as reassuring!
The ongoing support is really positive + gives us a strong peace of mind in our financial management!
Canny Group and Helen Yau have been a tremendous support in the set up and management of our self-managed super fund. The process is very well organised with clear communication, follow up and advice offered in line with our needs and risk values.
The ongoing support is really positive and gives us a strong peace of mine in our financial management.
The financial planning has also been a very positive experience, driven by excellent and committed support and honest advice by Canny Group, Helen and the team. The communication has been first class!
In the current, very difficult business economic environment, knowing that Canny Group is committed to supporting you and working with you for the best outcomes is a real strength. No phone call or email request is left unanswered and all is a priority, we could not ask for better financial planners and support!
We enlisted Canny Group to assist with every aspect of the business establishment process!
Complete Mailing Pty Ltd was incorporated in March 1999.
We enlisted Canny Group to assist us with every aspect of the business establishment process, on the recommendation of a business associate.
We were given the necessary advice and guidance that we needed to take us through the challenges of keeping the business viable in the turbulent first two years of operation.
Canny Group have, and still do, look after our weekly payroll, as well as putting together all of our general accounting requirements, again on a weekly basis. They collate and submit all of our BAS obligations, Payroll Tax obligations as well as preparation of our Annual Company Returns.
We have also utilised the expert services offered by Canny Legal, now Wightman Legal, on a couple of occasions.
During the difficulties brought about by the Covid-19 pandemic in the last 12 months, Canny’s expertise on how to help us stay afloat has been invaluable, to the point where we have been able to keep all of our staff in full employment, in spite of the unavoidable but significant drop in revenue in this period. Even though Covid-19 lockdown restrictions were in place in Victoria, Canny Group were still able to process our weekly bookkeeping needs on a virtual basis.
From establishment in 1999 up until February 2020 (pre-Covid), Complete Mailing has grown into a company employing 15 full time staff with an annual turn over of $4.6 million (the initial cash investment in the company was less than $90,000).
In short, we could not have achieved these results without the ongoing professional services from Canny Group. With their continued support, we intend to be able to successfully trade for many years to come.
As young adults, we started with basic tax returns, then we needed to add experienced, independent + trustworthy advice on investments!
Our family have relied upon Canny Group for over 35 years.
As young adults, we started with basic tax returns, then we needed to add experienced, independent and trustworthy advice on investments. Next, it was family planning, superannuation, companies and trusts and now it’s business growth, diversification, risk management and succession planning!
Our philosophy is that “business is a team sport”, this means that to succeed, you need a diverse team that you can rely upon.
Last year, we introdcued our son to Canny Group for his first ever income tax return, knowing he is well and truly in good hands!
