Welcome to Intelligent Accounts and Finance Group
For all your residential, and commercial finance needs in Sydney's Upper North Shore
Residential Mortgage Broker
Our residential mortgage brokers can help you realise your dream of owning a home or investment property. Our experienced team will find the perfect loan for you.
Vehicle and Equipment Finance
Is your business growing? Do you require vehicle or equipment finance? Our business finance specialists will source the right vehicle or equipment loan for your business needs.
Financial
Planning
Need to safeguard your future? Concerned about your superannuation or insurance needs? Our financial planning specialists will provide impartial advice to help you look at the bigger picture
REALISE YOUR DREAM OF HOME OWNERSHIP
We are residential and commercial loan experts located in Killara in Sydney’s Upper North Shore.
We are dedicated to making sure your home purchase, investment property, refinance, business asset experience is top-notch.
Who are Intelligent Accounts and Finance Group
When you are ready to buy or sell your home or even expand your business further, we want it to be an experience that is both engaging and informative.
We work tirelessly on your behalf from start to finish by navigating the many choices and changes in the market.
And what is the end product? We find the right solution for you.
Why Choose Intelligent Accounts and Finance?
Our Holistic and Vision Driven approach allows us to help you with:
Mortgage Reduction
Debt Reduction
Wealth Creation
How can you achieve these things?
Our financial mentoring and budget management is where you will learn to get control over your money, set goals for the future and make well informed decisions that can set you up for the future.
Our Strategy to Help You:
All Your Financial Services Under ONE Roof
Our team has over 30 years of Financial and Accounting experience which means we bring you experienced Mortgage Brokers (Residential & Commercial), Asset Finance Brokers and Financial Planners...all in one place!
Cash is King
We believe "Cash is King" which means we want to make sure you can budget and control your expenditures effectively so you can reduce the term of your loan from 30 years to under 10 years.
We Can Help You Buy Your First Home
Realise your dream of home ownership with our team helping you along the way. With our financial mentoring and residential mortgage brokers, we can help first home buyers build up a deposit and make your dream a reality.
We are more than just Mortgage Brokers
We work with clients to analyze their financials and develop a personalised strategy for them, whether it’s about buying your first home, vehicle and equipment finance or financial planning to set you up for the future – we have it all here under one roof!
Intelligent Accounts and Finance Group is owned and operated by Rukmal (Rocky) Wijesooriya, a qualified accountant (Chartered, CPA and a Global Management Accountant) with over 30 years experience in assisting families, individuals and businesses with all their finance and accounting needs.
We have teamed up with the renowned National Lending Group (NLG). This partnership allows us to offer you a personalised and dedicated service by combining the expertise and resources of NLG and Intelligent Accounts and Finance.
We have achieved great success in the past and believe that we can replicate this success if given the opportunity.
Our professional service, which is governed by high standards and strict privacy policies, ensures that you are protected and able to succeed in your goals. Our many years of experience allow the Intelligent Accounts and Finance team to provide you with the best service possible.
Our primary job is to find the right solution (to suit your requirements) for you in a loan. We assist you in navigating the choices and changes in the market.
We then continue to bat for you by negotiating on your behalf. Once we have found a loan that suits your requirements, we’ll help manage the whole process for you.
We are governed by strict compliance regulations and monitored continuously. This protection and service level is outlined in our Credit Guide.
Happy Clients
Projects Completed
Years Of Experience
Team Members
Who We Help
At Intelligent Accounts and Finance Group, we specialise in helping people because we truly care about them. As a business owned and operated by accountants, we are able to provide valuable insights and assistance in finding the best financial product to meet the unique needs of each customer.
Individuals
We believe you'll be more prepared to make intelligent decisions and take advantage of the present opportunities by understanding your tax obligations and position. We are ready to help you through these difficulties and simplify this process so that you can work towards achieving your financial goals.
Business
We believe it's essential to provide you with the guidance and information you require to be successful. Our specialised business advisory services are designed to support you through this process and provide you with the tools and information required to grow. We are here to support you in achieving your business goals.
ACHIEVE YOUR FINANCIAL GOALS SOONER
Our team of experienced financial planners is located in Killara in Sydney’s Upper North Shore.
We are dedicated to helping you take control of your financial future.
Our Testimonials
I have known Rocky for the last twenty years as a friend and colleague. During this time I have found Rocky to be an extremely professionally focussed individual successfully delivering projects/tasks assigned to him in his various roles. Rocky is a person of high integrity and a senior finance professional with a successful track record. I wish him the very best in his future endeavours and also wish him luck at the Bledisloe cup game this weekend !I have known Rocky for the last twenty years as a friend and colleague. During this time I have found Rocky to be an extremely professionally focussed individual successfully delivering projects/tasks assigned to him in his various roles. Rocky is a person of high integrity and a senior finance professional with a successful track record. I wish him the very best in his future endeavours and also wish him luck at the Bledisloe cup game this weekend !
Rocky's background experience in construction & accounting proved invaluable for us at a time when we really needed someone with experience to help transition into a new financial software. We had many challenges along the way and it was Rocky's persistence and loyalty to the cause that allowed us to successfully make the transition and pave the way for future business growth. He is a man of integrity and generosity and I consider him a good friend of mine.Rocky's background experience in construction & accounting proved invaluable for us at a time when we really needed someone with experience to help transition into a new financial software. We had many challenges along the way and it was Rocky's persistence and loyalty to the cause that allowed us to successfully make the transition and pave the way for future business growth. He is a man of integrity and generosity and I consider him a good friend of mine.
Rukmal continues to create and implement services and procedures to be the benchmark in bookkeeping and financial reporting. The level of detail in their financial reports is astonishing. No wonder the have been the recipients of many business awards including the BRW Fast Starters
I will Highly recommend him to anyone...not only has he and his company provided us with great service, he has taught me much as both a business person and a true heart-driven human being. We are client/supplier, supplier/client, colleagues, and I am proud and honoured to also now say 'friends'. Rocky thinks differently, has out of the box ideas, and is an attentive listener.. He is a real leader, and inspiring friend an open and honest collegue...and a true 'rock'.Deciding which Linkedin classification to choose was the most difficult part of this recommendation. I will Highly recommend him to anyone...not only has he and his company provided us with great service, he has taught me much as both a business person and a true heart-driven human being. We are client/supplier, supplier/client, colleagues, and I am proud and honoured to also now say 'friends'. Rocky thinks differently, has out of the box ideas, and is an attentive listener.. He is a real leader, and inspiring friend an open and honest collegue...and a true 'rock'.
The Sydney Hills BUSINESS CHAMBER is a very active and busy Chamber with over 300 active members in the Sydney Hills with The CHAMBER is always looking for ways to keep our costs down but at the same time to get the best practice bookkeeping and reporting done professionally and Intelligent Accounts fits the bill. Intelligent Accounts picks up our documents on a weekly basis and performs all our data entry and bookkeeping directly onto their on line Quick Books service. We have full on line access to the Document Management System and to our data file where we can view all transactions and source documents. I would recommend the professional services of Intelligent Accounts to small and medium sized businesses across Sydney and urge other Chambers of Commerce to consider using their services.
I have had the opportunity to evaluate the Intelligent Accounts system for moving bookkeeping activity into the electronic age, with online processing and electronic filing using document imaging, and it certainly seems to be the way to go. The efficiencies available to SMEs in document management and lower processing costs for a significant cost area cannot be ignored. I recommend you look at what Intelligent Accounts can offer you to increase your bookkeeping efficiency.I have had the opportunity to evaluate the Intelligent Accounts system for moving bookkeeping activity into the electronic age, with online processing and electronic filing using document imaging, and it certainly seems to be the way to go. The efficiencies available to SMEs in document management and lower processing costs for a significant cost area cannot be ignored. I recommend you look at what Intelligent Accounts can offer you to increase your bookkeeping efficiency.
Rukmal (Rocky) is an excellent business man open to innovation. We have worked together as a strategic partner and the results were fantastic. Intelligent Accounts is the brain child of Rocky who specialise in bookeeping with a management accounts focus.Rukmal (Rocky) is an excellent business man open to innovation. We have worked together as a strategic partner and the results were fantastic. Intelligent Accounts is the brain child of Rocky who specialise in bookeeping with a management accounts focus.
Rocky is a leader, and very experienced in his areas of expertise, a great peson to be leading a franchise organisation - if you want solutions to your financial management challenges, Rocky is the person to talk to.Rocky is a leader, and very experienced in his areas of expertise, a great peson to be leading a franchise organisation - if you want solutions to your financial management challenges, Rocky is the person to talk to.
Expert Financial Services Tailored to Your Needs
At Intelligent Accounts and Finance Group, we specialize in helping people because we care about them. Being owned and operated by accountants adds great value to our services, as we can provide expert review and assistance in finding the best financial product to meet each of our client’s unique needs.
We believe in a personalized approach and do not use a “one size fits all” mentality. As accountants, we can benefit our clients by offering expert reviews and assistance in finding the best financial product to meet their unique needs. Check out our testimonials and reviews to see the difference we have made for others. In many cases, we have access to interest rates and discounts for our customers that they may not have been able to obtain if they had gone directly to a bank or financial institution.
READY TO TAKE CONTROL OF YOUR FINANCES AND ACHIEVE YOUR FINANCIAL GOALS?
Contact us today to schedule a consultation with our team of expert financial advisors in Sydney’s Upper North Shore. We look forward to working with you to create a personalized financial plan that meets your needs and helps you succeed.
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Our Trusted Partners
We are in partnership with the renowned National Lending Group (NLG) to cater for your financial needs
Dr Paul Thambar