For financially savvy individuals and couples who want more than a tax return!
Today’s individual taxpayers are financially savvy and are looking for more from accountants than “just a tax return” and more from financial planners who are too “product focused” or looking to sell something.
Whether it be setting up a savings plan, helping you get the best home loan product for your dream home, making sure that you have insured your most important asset (You!) or putting in place a strategy to prepare you for the best possible retirement lifestyle you can afford – we can put your mind at ease with these financial issues that occur through life.
We use a comprehensive questionnaire to ensure we capture every claim you are legally entitled to no matter your occupation.
We review and closely analyse the data required for your BAS (if relevant) and ensure that it is complete for that period as part of your annual tax return preparation. This prevents double handling and makes sure that when we meet up for your Interim Tax Planning Meeting in March that everything is up to date at the 9-month mark resulting in a more accurate plan.
We guarantee that you will not pay anymore tax than you legally have to!