Overview

We help people become financially secure and have many years of experience working in public accounting, tax, banking, finance and financial planning. We are a professional services firm, specialising in accounting, tax and financial planning (including retirement advice). We also work with a team of mortgage brokers who can assist you with your lending needs. With loyal, long standing clients of over 20 years, together with their next generation, we also value brand new clients who would like to experience our service. We are your trusted specialists to help you with tax, accounting and financial planning advice, including: + Accounting and Tax Returns + Tax Planning and Advice + Business Structures (sole traders, partnerships, companies and trusts) + Self Managed Superannuation Funds (SMSFs) + Tax advice on bitcoin mining, bitcoin and crypto-currency trading, and ecommerce businesses + Wealth accumulation and investment advice + Superannuation and retirement planning, including tax-efficient distributions to leave wealth to your family + Insurance protection + Finance to buy a property, buy a motor vehicle or grow your business + Private equity investments and opportunities for sophisticated investors. Call us for a friendly chat. We’d love to develop a long term relationship with you and your family! Specialties: #TaxAccountant, #TaxAdvice, #TaxReturn, #FinancialPlanning, #RetirementPlanning, #LifeInsurance, #IncomeProtection, #InvestmentAdvice