We are an Advisory, Taxation, Financial Planning, General Insurance and Mortgage Broking Firm. We are not your normal run of the mill accountants. We are different. Our expertise allows us to help guide you through the extra mile to help you legitimately minimise your tax obligations.
Whether you're looking to purchase your first home, an investment property or get a second opinion on your current loans we can help get you a competitive rate with the features you need in your loan.Chris is a financial adviser and mortgage broker and believes in making this sometimes confusing and complex simple area easy to understand.
Whether you're looking to purchase your first home, an investment property or get a second opinion on your current loans we can help get you a competitive rate with the features you need in your loan.Chris is a financial adviser and mortgage broker and believes in making this sometimes confusing and complex simple area easy to understand.
Services
Chris has been in the finance industry since 2001 and believes in making the complex world of financial planning and mortgage broking simple to understand. Chris is in a unique position where he understands whats best for you from being able to see your position as a financial planner and mortgage broker.
Our experienced team takes care of all reporting and compliance obligations to ensure we legitimately minimise your current tax obligations as well as being proactive in assessing and minimising where possible any future tax obligations you might be likely to incur.
Our services include preparation of financial statements and lodgement of: Individual tax returns & Personal accounting Company Tax Returns Trust Tax Returns Partnership Tax Returns SMSF Annual Returns Fringe Benefits Tax Returns Business Activity Statements PAYG Annual Summary Statements Taxable Payments Annual Reports We also able to process any ASIC reporting requirements for your company.
Our services include preparation of financial statements and lodgement of: Individual tax returns & Personal accounting Company Tax Returns Trust Tax Returns Partnership Tax Returns SMSF Annual Returns Fringe Benefits Tax Returns Business Activity Statements PAYG Annual Summary Statements Taxable Payments Annual Reports We also able to process any ASIC reporting requirements for your company.
This part is often overlooked as an integral part of planning your finances. For most people the ability to earn an income is the biggest asset you have, and on which your whole financial future relies upon. Also If you have a loan or a family that is dependant on you, making sure you are adequately covered is a must.
Reviews (5)
Brent Spencer
Jan 06, 2021
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Marc Boros
Jan 02, 2021
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Stephen Mccooe
Dec 21, 2020
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Kimberley Schofield
Sep 08, 2020
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Positive: Professionalism, Quality, Responsiveness
Had a great experience with 23 Beaches when getting a new mortgage recently. Chris listened to what we were looking for, was quick to respond throughout the process and got it all sorted quickly and without any fuss. Great broker, highly recommended.
Had a great experience with 23 Beaches when getting a new mortgage recently. Chris listened to what we were looking for, was quick to respond throughout the process and got it all sorted quickly and without any fuss. Great broker, highly recommended.
Julian Lyons
Jul 04, 2020
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Chris offered us a good range of options and managed to secure a very competitive deal with our preferred provider. He offered good advice and was dedicated to following up delays caused by the provider. We have dealt with Chris a number of times over the past few years and would recommend his services to anyone seeking financial advise or competitive finance.
