Our People

 

Our People, expertise, insight – these are qualities needed for successful financial planning and wealth management. Our people have extensive experience developed over many years across the financial sector. We are multi-skilled professionals who focus on delivering outstanding outcomes.

 

Our team of highly trained tax experts provide you with detailed, tailored advice covering all areas of taxation. Ongoing professional development ensures that our knowledge base is current and comprehensive. Our focus on understanding your needs and aspirations enables us to develop strategies that suit your situation and match your goals.

 

Simple pricing structure with no hidden cost

 

We are transparent and systematic about where we fit in. If you are concerned about pricing, just ask and we'll have a frank discussion about what to expect - no quarterly or annual bills that catch you with your pants down. If you are not getting the service you want, the services you need or you don’t understand your accountant then get in touch with us.

 

Our Clients

 

Our clients are diverse, ranging from small businesses, partnership, doctor, sole proprietor, company executives to employees and retirees, and Australians living abroad. What they share is a desire to secure their financial future and to access the best possible experience, advice and expertise.

 

We help:

 

Businesses

Self-employed and small businesses often need help with bookkeeping. We provide a simple way to lower costs and ensure compliance. We can process your financial transactions and provide timely management accounts:

• Tax Returns

• Payroll

• Company Secretary

• Management Accounts

• GST

 

Personal Wealth

Efficient management of your personal wealth is crucial to ensure your own and your family’s future. With careful Tax planning we aim to minimise your personal tax liabilities. These include:

• Individual Tax

• Capital Gains Tax

• Self-employed Liabilities

• Trusts

• PAYG