Our Services

Financial Advice

The right kind of financial advice can really make a big difference to your future. Financial advice can give you the confidence that your plans are achievable, or if you’re not on track to achieve your goals, it can help you put the right strategies in place to achieve the success you desire.

Wealth Management

To achieve financial success and peace of mind you need an investment plan that is tailored to your own personal circumstances and objectives. Investment Professionals use a ‘hands-on’ approach to select and manage your portfolio. We recommend the highest quality and appropriate blend of investments to create future wealth.

Tax & Accounting

Our accounting and tax are dedicated to giving sound advice and keeping you fully compliant. By integrating your taxation and accounting needs with your strategic advice and wealth management it saves you time and money and ensures that the strategies you agree upon are correctly reflected.

Financial Advice

Financial Professionals are well placed to help you achieve your lifetime goals. Because any journey starts with good planning it is never too late to start. It is an investment in your long-term well-being and that of your loved ones. Whether you are just starting to build upon savings or are on the verge of retirement, Financial Professionals strives to provide the best solutions to achieve your future personal and financial success.

 

By taking the time to understand your specific needs we create a strategic plan that helps you better understand your options so that we can then help you implement those ones that best suit you. We then work with you to manage and protect your wealth and keep you in control of your affairs.

 

Some of the areas we specialise in include; Personal & Business Advice, Structuring, Retirement Planning, Insurance, Cash Flow Management, Self Managed Superannuation Funds, Succession & Estate Planning. See below for other Wealth Management & Taxation related services we provide.

The Advice Process

Wealth Management

A fundamental element of your strategic plan is to ensure that your investment strategy clearly matches your future needs. For most of us “Wealth Creation” is all about providing future income streams necessary to replace your salary or business income to become financially independent. Investment Professionals will develop your investment portfolio considering all the key criteria including; capital growth, income growth, tax efficiency, protection of your assets and portfolio diversification. Investment Professionals concentrates on those areas in our control including;

Investment quality, asset sector spread, portfolio mix and correlation between specific investments. We adhere to strong investment principles to ensure that your portfolio is robust enough to withstand the variables that you are not in control of, such as the prevailing market and economic conditions as well as interest and exchange rates. Investment Professionals understand that a good investment portfolio is structured to withstand these uncertainties over the medium to longer term. Our investment principles and philosophy remain clear and focused so that your future financial well-being is secured.

Taxation & Accounting

Our 'in-house' Tax Group integrate your taxation and accounting affairs with your strategic advice and wealth management so you are far better placed to achieve your goals.

Our specialised services include; preparation of tax returns, entity administration, ASIC and ATO compliance, superannuation management, the establishment of self-managed super funds, family discretionary trusts and companies, as well as superannuation and tax advice.

The team is highly qualified to help you with any queries;

  • Ross is a Fellow of Certified Practising Accountants (CPA) Australia and is a Chartered Tax Adviser.
  • Ken is a Certified Practising Accountant (CPA) and is a Public Practitioner.