Accountants and Financial Planners

Allowing you to reach your Goals.
Helping you achieve peace of mind with the lifestyle you deserve.

Our difference is complete and consolidated advice for the benefit of you and your family.

OUR FIRM REPRESENTS:
  • Integrity with proven methodologies
  • Continuity stretching over 40 years
  • Financial success and peace of mind for our clients
WHAT WE PROMISE TO DELIVER
  • Personalised service with you as our prime focus
  • Sound professional advice
  • Diverse knowledge extending across various specialities
WHAT YOU CAN EXPECT FROM US:
  • Sound advice and strategies to maximise your wealth and finances
  • Taxation planning to complement our recommended strategies
  • Progressive implementation of our advice to make sure you get the most out of your income and minimise your tax
  • Regular monitoring and management of your personal circumstances, risk profile, investments and strategies
  • Prompt identification of any government benefits you may be eligible for
  • A fee-for-service structure that ensures you get the right advice you need
THE END RESULT:
  • Guidance, direction and certainty

WHAT'S NEW

May 2012 Federal Budget Update
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FEATURE ARTICLES

March 2012 Newsletter
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The Slow Motion Recovery
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LATEST NEWS

Minimum Pension Drawdown Details
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Budget 2011 Highlights
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Roy A Mc Donald and Mark Felton are Authorised Representatives* with Millennium3 Financial Services Pty Ltd, ABN 61 094 529 987, Registered Office: 7/50 Borthwick Avenue, Murrarie QLD 4172. AFSL 244252. Click here to view our Financial Services Guide