Established in 1984, Davis Accounting & Wealth Management has grown to serve a select group of high net worth individuals and family groups. The firm is family owned and managed and this family element of the firm extends from our team of advisers to our clients, who are looked upon as part of our extended family. Davis Accounting & Wealth Management provide business and personal clients with high quality, personalised and above all, independent and ethical advice to enable them to grow, protect and secure their financial futures. With expertise across all areas of personal, business and financial advice, Davis Accounting & Wealth Management specialises in advising clients with complicated tax, accounting, financial and estate planning affairs. We are dedicated to helping our clients create value and to grow both their business and personal wealth and to ensure that this wealth is managed through the generations. We understand that as our clients progress through their earnings and career lifecycle, their priorities change. Where the focus was once upon how best to retain control of and grow a business, the priorities eventually change to successful succession planning and how to best hand over the detailed running of ones affairs to the next generation. Davis Accounting & Wealth Management provides the assurance that our clients desire, that their affairs will transition seamlessly as and when required. Our areas of expertise encompass all areas of financial, taxation and accounting advisory services, superannuation (and Self Managed Superannuation Fund “SMSF”) advice, trust and estate planning, wealth management, audit and assurance, management and strategy consulting and corporate finance advisory services. Davis Accounting & Wealth Management aims to be the first choice for our clients’ lifetime financial advisory needs. Contact us to secure your financial future: Phone: +61 7 3229 3799 Email: office@davisaccountingandwealth.com.au
