Household Accounts & Investment Paperwork

I would like to thank the Paperwork Genie for sharing her organising skills and paperwork management solutions. When my husband died suddenly, I needed to take charge of the household accounts and my personal finances. I am very proud of the fact that I have been successful in maintaining my paperwork in an organised fashion since I learnt how. The simple and basic systems that Jan taught me mean that I am able to find my information easily and no longer have piles of paper waiting to be attended to at a later date. I am in control of my home office and ready for tax time each year.

In addition I valued Jan's caring attitude and confidential approach as she guided me in the setting-up and management of my self-managed Superannuation Fund. With her logical style and practical hands-on help I am able to provide my accountant with all the necessary information he needs each year.

Lorraine of Northern Gold Coast

Paperwork Genie - Educator & Organiser

It is with pleasure that I attest to the competence of Jan Rider (Paperwork Genie) as an educator and organiser. She delivers a high standard of client services with her ability to share knowledge and computer skills. Many adults owe their computer literacy skills to Jan's managerial competence, patience, expertise and guidance.

Jan is a great communicator and always has the ability to establish a rapport with persons she meets. I have no hesitation in recommending the Paperwork Genie to prospective clients!

Gail of Robina, Gold Coast

Investment Paperwork & Tax Records

I am very pleased to recommend Paperwork Genie home office services after using them to introduce me to a simple system, to organise my investment records. Throughout the process Jan calmly collaborated with me and explained everything in such an easy to understand way. Within hours the paperwork management solutions fell into place and I had a highly organised folder divided into Holdings, Investment Income and Capital Gains and Losses. Jan also helped me convert my Issuer Sponsored shares to Chess holdings: something that I have wanted to do for a long time.

I am now using my new paperwork system with ease. Tax time from now on will be much more straightforward and trouble free. I am a very satisfied client of the Paperwork Genie!

Grace of Southport, Gold Coast