Kadota Finance | Expert Loans, Tax & Financial Advice

Our services

LOANS

Whether you are purchasing your first home, upgrading, buying an investment property, or looking to re finance, with over 40 lenders available, our expert brokers will be there every step of the way to provide the best home loan for your needs.

ACCOUNTING & TAX

Our accountants (IPA, CPA) have extensive experience in all areas of accounting, including individual tax returns, business, company and trust compliance and consulting, as well as self-managed superannuation services.

FINANCIAL PLANNING

Kadota’s financial advisers are specialists in retirement planning, investment advice, superannuation, self-managed super funds, personal insurance, and wealth creation.

BOOKKEEPING

We make bookkeeping a breeze. Completely stress free and simple so that you can focus on what you love doing. Your life is about to become far less stressful.

Why choose us

Kadota provides a holistic approach to your finances, we offer financial planning, accounting, bookkeeping, and lending advice that will help work towards your financial freedom.

Complete Integration

Why juggle four separate companies when one can do it all? If you require multiple services, we can unite mortgage brokers, accountants, and financial planners in one place to make sure your entire financial world works seamlessly together.

Zero-Hassle Management

Forget the hassle of acting as the middleman between your accountant and broker. Our team collaborates directly, exchanging insights and documents smoothly so you never have to repeat yourself.

Qualified Local Experts

From CPA-certified accountants to specialist financial advisers, our team possesses the deep technical knowledge required to navigate complex tax laws and lending markets, giving you total peace of mind.

A Legacy of Prosperity

Named after the Kadota fig tree—a centuries-old symbol of security and wealth—our mission is to plant the seeds for your financial freedom today so you can enjoy the harvest tomorrow.

Trusted by 40+ lenders

Success stories

Looking for a trusted financial advisor, mortgage broker, or lending specialist?
Read real client success stories from people who have partnered with Kadota.

    
 
 
       Posted on Google  
   
   Em B 
 
 
 
 Trustindex verifies that the original source of the review is Google. The team at Kadota are fantastic. We worked closely with Luke and Roby, and honestly they were lifesavers in the whole process of buying a house. They are understanding, patient, responsive and it feels like they really want to help you get to where you want to be. Thanks all - especially Luke and Roby. *EDIT 2026. A massive shout-out to Adam. He handles our tax and I never have to worry about anything. Absolute SUPERSTAR.
  
 
      Posted on Google  
   
   Peter Nash 
 
 
 
 Trustindex verifies that the original source of the review is Google. Many thanks yet again to the wonderful crew, much appreciate your assistance and patience.
  
 
      Posted on Google  
   
   Kristina 
 
 
 
 Trustindex verifies that the original source of the review is Google. The team at Kadota are extremely knowledgeable, helpful and efficient in delivering the service they promise. We have used the team multiple times and will continue to do so for future needs.
  
 
      Posted on Google  
   
   Sinead Fay 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been with Kadota since around 2017. They have always given me the best financial advice and have my best interests in mind at all times. Thank you Kadota, Luke and team for all you help over the years and here's to many more
  
 
      Posted on Google  
   
   V 
 
 
 
 Trustindex verifies that the original source of the review is Google. Luke, Adam, and Corinne did an amazing job in helping me with my finances and loan. Luke was always friendly and available to answer questions, talk out options, and give genuine advice. Adam and Corinne were always prompt and informative with their communications! They have helped myself and other people I know and provided an excellent service with a personalised approach, and didn’t rush me through the journey. I would recommend Kadota 100%! Thank you team!
  
 
      Posted on Google  
   
   Stephen Lucas 
 
 
 
 Trustindex verifies that the original source of the review is Google. Judy Poulter formerly of Knox Taxation and now merge red with Kadota, and her team have done our tax returns for many years. We have them highly efficient and reasonably priced.
  
 
      Posted on Google  
   
   Ava Kenward 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great, speedy service, highly recommend!

Your expert team

Meet the team behind Kadota. While each brings their own unique expertise and experience, they share the same goal: helping clients navigate their financial journey with confidence. Friendly, approachable and passionate about what they do, the Kadota team takes pride in building lasting relationships and providing the support and guidance clients need to achieve their financial goals.

Frequently asked
questions

Want to learn more about working with us? We’ve answered some of the most common questions to help you better understand our services, our process, and how we support our clients.

Get in Touch

What services does Kadota offer?

Kadota brings a range of financial services together in one place, including financial planning, home loans, business loans, accounting, tax, bookkeeping, superannuation, SMSF support, personal insurance and retirement planning. Our team works together to help you make informed decisions across your finances, rather than looking at each area in isolation.

How does Kadota differ from using separate providers for accounting, lending, and financial planning?

Working with multiple providers can often result in duplicated information, fragmented advice, and additional administration. At Kadota, our integrated model allows our specialists to collaborate, helping ensure your financial strategy is aligned while saving you time and reducing complexity.

If I use multiple Kadota services, will I need to provide my information more than once? And what if I don't want my information shared between different areas of the business?

With your consent, relevant information can be shared across our team, reducing paperwork and eliminating the need to repeatedly provide the same details.

Your privacy and preferences are important to us, and we will only share information internally where appropriate and with your consent.

If you would prefer certain information not be shared, we’ll respect that choice and work within your preferred arrangements.

Can I meet with an Accountant, Mortgage Broker, and Financial Adviser in the one visit?

Yes. One of the key benefits of working with Kadota is the ability to access multiple specialists in a coordinated way. Where appropriate, we can arrange joint meetings, helping you save time, reduce back-and-forth communication, and ensure all aspects of your financial position are considered together.

Can Kadota help with both personal and business finances?

Yes. Kadota supports individuals, families and business owners with a broad range of financial needs. This may include personal financial advice, home loans, tax returns, business accounting, bookkeeping, lending, cash flow support, asset protection and long-term planning.

Do I need to know exactly what service I need before booking?

No. You don’t need to have everything figured out before you speak with us. Many clients come to Kadota because they know they need guidance, but aren’t sure where to start. We’ll take the time to understand your situation and help connect you with the right support.

Expert Loans, Tax,
and Advice.
All in one place.

Our services

LOANS

ACCOUNTING & TAX

FINANCIAL PLANNING

BOOKKEEPING