We are not like most accountants.
- We believe in your goals and dreams.
- We believe in you.
- We believe you only need an expert to partner with you on your journey to make all of your dreams and goals come to pass.
In light of this we have a system of working with our valued clients to make this journey as easy as possible for you.
We believe the best way to work with your accountant is to have an ongoing joint partnership with you. For me this looks like ...
- Getting your taxation done in a timely manner saving you the most tax legally
- Having your BAS submitted on time
- Being able to contact your advisor and asking a question when it comes up without worrying about how much the phone call will cost you
- Deciding you'd like to add a holiday home in your future and contacting us to see the best way to make that fit in your plan.
- Having an easy way to provide documents to your accountant and check up on how things are going.
To make this happen we have put together packages that include all of the above for a regular monthly payment. That way you have all the advice and action you need with no surprises.
You can contact us at anytime through the year to talk to us about any of the questions below plus any others that may arise.
- How to pay less tax
- How to structure a transaction to save you tax
- How to reduce your capital gains tax
- How to borrow to create wealth
- How to put more cash in your pocket rather than pay the taxman
- How to get your tax refund faster to improve cashflow rather than wait till the end of the year
- How to save for your retirement, control your own investment and reduce tax
- Set up your own Self-Managed Superannuation fund and save for retirement
- Retirement planning
- Tax considerations of major life events such as marriage
- Starting up a new business
- Any important financial issue for which you'd like a second opinion
Does this sound like the kind of partnership you would like with your accountant?
Book Now for a free, no obligation 15 minute chat to create a snapshot of your current situation and ideal financial strategy moving forward.
This will literally change your life and give you peace of mind.
Ready for us to help you manage your financial affairs and reduce your tax?
Click the button to book your free one-on-one phone consultation.