We're probably not the type that you're used to. We don't just try to solve the problems you know about, but also the ones that you haven't thought of yet. Working with you to broaden your understanding of and interest in your financial wellbeing. We understand the technical aspects yet can explain them to you in words you'll understand.
We want to take the stress out of your accounts so that you can do whatever it is that inspires you. We fit in where you need us. We get that every person and business are unique. We listen to where you are in life and tailor a service that caters to your needs. Rather than try and fit you into some mould, we listen to you and figure out how we can best help you.
We want to take the stress out of your accounts so that you can do whatever it is that inspires you. We fit in where you need us. We get that every person and business are unique. We listen to where you are in life and tailor a service that caters to your needs. Rather than try and fit you into some mould, we listen to you and figure out how we can best help you.
Services
We get that every person and business are unique. We listen to where you are in life and tailor a service that caters to your needs. Some of our clients need frequent assistance, some once a year and others somewhere in between. All of these are ok. Rather than try and fit you into some mould, we listen to you and figure out how we can best help you.
The second business owner is usually calm. Yes, they're also likely to encounter difficulties. But they don't fear the difficulties because they're well prepared. They understand their business back to front and have a team that know their position in the business and what they need to do. They spend more time fine tuning their business rather than performing the required work.
They're certainly not for everyone, but in the right circumstances can perform much better than a standard retail or industry super fund. Rather than using a fund manager, through a SMSF you are the one who invests your super balance as you see fit. They can be cost effective - since the costs of running a SMSF are fairly fixed, the more assets within the fund the cheaper it gets in % terms.
We can help legally minimise your tax each year by making sure you're claiming everything you're entitled to. We can also prepare rental schedules, tax variations, tax projections and look at more complex estate issues. We always encourage our clients to talk to us in before making big decisions, particularly in relation to rental properties.
