The Team at Wise Accountants will do everything possible to assist you to improve your financial position, security and lifestyle. Having a self managed super fund (SMSF) can give you greater control over your financial future. Get your super working for you. If your assets are more complex and you would like to share your wealth with many loved ones, an Estate Plan is essential.
Wise Accountants is a mum and dad accounting firm. What we mean by this is our clients are majority mums and dads who may be investors, employees or run a small business. Its our job to understand your goals, your business and the environment you operate in and provide you with a level of service that always exceeds your expectations.
Wise Accountants is a mum and dad accounting firm. What we mean by this is our clients are majority mums and dads who may be investors, employees or run a small business. Its our job to understand your goals, your business and the environment you operate in and provide you with a level of service that always exceeds your expectations.
Services
Gary is the Director of Wise Accountants Pty Ltd and is a member of the Institute of Chartered Accountants with over 30 years experience in the accounting field and over 10 years in financial planning. He is also an Authorised Representative of Synchronised Business Services Pty Ltd AFS Licence No 243313.
On many Accountant's websites you will find a vast list of services that no one really understands. You will not find that here. We believe that everyone starts at the same point where they assume all Accountants can do tax returns and a set of financial accounts. Where the difference always is, is how you as an Accountant relate to your clients.
One of the key areas in our firm is working with our clients on building their businesses. This often involves monthly (or weekly!) meetings with the client to go through the issues that are impacting on their business. Our approach in carrying out this role is to act as a supportive, friendly ear to the business owners and, in many cases, act as the "Devil's Advocate".
We have 'journeyed' with Wise Accountants for 25 years and have always been happy, confident and appreciated all their help and advice. It has been an enjoyable experience and trust this 'partnership' will continue for many years to come. Gary has been instrumental with assisting us in best practice accounting & developing tax efficient business structures over the last 15 years.
Estate planning is often seen as a very confronting issue for many families - especially those with businesses. The issues as to who gets what, how, and when can be very difficult ones to deal with. A proper estate planning process can guide you, and your family, through the maze of issues involved and deliver a very understandable result.
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