Certified Financial Planning Practice Brisbane
Registered Tax Accountant Brisbane
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Brisbane Accountant and Certified Financial Planning Practice

Please call our Brisbane Accountant and Certified Financial Planning Office to arrange for an initial no obligation chat with one of our consultants. That’s all it takes to find out if there is anything you can do to improve your financial position.

Where do you start when looking at trying to improve your financial affairs? Its simple – call us and make an appointment with one of our consultants, and get a truly professional opinion about what you can do to improve your financial position.

We do not charge for the initial consultation (45minutes).

Small & Medium Enterprise Clients

We specialise in assisting the owners of small and medium enterprises .

We have been providing business and tax accountant, and financial planning services t hroughout greater Brisbane for the last 5 years - using an integrated, client centred business process .

Before this, our business and tax accountant services, and our financial planning services were separate business processes – as they still are with most accounting and financial planning services.

Try our new approach, our clients love it.

We continue to take on new clients - providing from our Brisbane Practice comprehensive business accounting, tax, financial planning and investment services - to support the business, financial and lifestyle goals of these clients.

Executive & Senior Professional Clients

As a one stop Brisbane accountant and certified financial planning service we also have solid experience of assisting executives and senior salaried professionalsin all aspects of their personal financial affairs.

By managing the tax affairs of these clients (including personal BAS where agribusiness investments exist) , as well as their salary packaging, superannuation and investment services we are able to be proactive about the level of tax they pay, and alternate investment, superannuation and salary packaging opportunities available.

A common regret these clients have expressed is not having come to see us earlier. It is common we believe because executives and senior professionals are so busy, dedicated to their professions and being these days in short supply and high demand.

However, the determinant of your financial freedom and lifestyle options is not how much money you earn, but what you do with it.

Often these types of clients are so busy earning their remuneration packages that they cannot give much consideration as to how to use it most effectively. Normally we find such clients have thought about different financial and investing options for a period of 1 – 3 years, but simply not had the time to research the alternatives adequately, or the time to get the implementation of the project done.

Transition to Retirement & Retirement Investment Management Clients

We have in the last 5 years been providing a substantial amount of accountants and certified financial planning advice via our Brisbane office to clients relating to their transitioning to retirement.

Many of the available transition to retirement arrangements are being used by clients who are 55 and have a good 5 - 10 years of working life still to go. These arrangements are financially very beneficial for these clients.

These arrangements typically involve a client’s tax affairs as well as their investment and retirement issues and require close team work between our tax accountant and the certified financial planning team in Brisbane. Our experience is that this professional co-operation definitely pays off for such a client, especially after the recent budget changes (2005 and 2006) in this area.

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