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Services

SPECIALISTS IN HELPING YOU

We want to make all this financial stuff less taxing on you; we see this as a hobby, while you probably see it as a chore! We may not be able to write you a poem or build you a house, however, we are not afraid to ‘roll up our sleeves’ and provide you with the best tailored advice around.

Truth is folks, we can only guarantee 2 things in life; Death and Taxes. Now, whilst we simply cannot stop the first, we do believe that we can assist with the latter.

Save yourself the headache & the stress of trying to sort out your finances, taxes, mortgages & insurances, that’s what we were born to do & Troy loves doing it!

Tax Accounting

Why should you have to deal with bundles of paper work and receipts when we’ll do it all for you? Surely you’ve got better things to do with your spare time? We don’t, we’re Tax Accountants!

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Financial Planning

Financial Planning is planning your personal finances to ensure that you are able to meet your current, medium and long term financial needs and goals, whether they be saving for a house, car, education, retirement, getting the best deal on any loans and so on.

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Superannuation

Otherwise known as ‘Super’, this is a tax effective method for saving for retirement. We can help you make the right decisions now, when it comes to planning for your future retirement.

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Insurance

There are so many types of insurances, policies, coverage and benefits, and they all vary greatly. Troy has been dealing with insurance for far too many years and is well versed on all types of insurance & coverage.

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Home Loans & Leasing

We know that getting a loan is a big step, a big investment, and it’s a lot of money. We will simplify what can be an overwhelming experience by taking you through all the steps.

With access to more than 20 lenders, we act as your personal lending manager (at no cost to you), however without the ties that come with dealing with an employee of bank, credit union etc, we negotiate (above and beyond any standard offerings) the best solution you be it interest rates, fees, loan structure etc.

Best of all, as you’re dealing with the owner of the business, when in the future, be it months or years, you will still be able to deal with the same person who you trusted and provided you with the original advice, Troy.

We specialise in customising a solution for you.

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Wealth Creation

It’s about time you take control of your money! Whether this be saving for a holiday, a home, your children’s education, or the ‘pot of gold at the end of the rainbow’ — there are so many options!

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WE ALSO SPECIALISE IN

  • Mortages
  • Retirement Planning
  • Individual Tax Returns
  • Business Activity Statements (BAS)
  • Business Tax Returns
  • Self-managed Super Funds
  • Budgeting
  • Registration of a Tax File Number (TFN)
  • Registration of an Australian Business Number (ABN)
  • Selling and/or Buying Shares

…& the list goes on & on & on!

Keen to find out more?

Get in touch to make an appointment today!