Strategic Advice & Peace of Mind since 1965
By virtue of being a combined accounting and financial planning practice, we ensure our advice considers your overall position and needs. Our investment advice is not restricted to the commonplace annualised gross return. We burrow down to determine your taxation position both now and into the future, making sure your opportunities are maximised and you’re able to reach your business and personal goals.
Please click on the headings for further details about the services that we offer.
Advice That’s Right for You
Everyone sees their future differently. We all seek different lifestyles and have different needs. But all too often financial advice doesn’t reflect your individual requirements or the different stages of your life.
Our practice is dedicated to providing you with personalised planning, not a one-size-fits-all solution. We stay informed with the latest information, maximising any opportunities applicable to you during the various stages of your life.
You have available to you a complete range of financial services including individual and business tax returns, partnership, company, trust, superannuation fund accounting and advice, tax planning, and small business advice. We can also provide you with advice on and assistance with, the establishment of companies, trusts and self managed superannuation funds.
Please note that we provide those services marked with an asterix as Authorised Representatives of Millennium3 Financial Services Pty Ltd.