Accountants and Financial Planners - Melbourne Eastern Suburbs
Accounting
Do you find yourself sleeping uneasily at night because you know your accounting/taxes aren’t in order? During a complimentary session with one of our experienced accountants, we’ll investigate whether we can save you money in terms of tax and determine if you’re maximising any benefits on offer.
Working with your last two tax returns, our accountants will identify opportunities, and as a result, potentially save you money. Now that’s a win-win!
Financial Planning
It is necessary to consider and plan out your financial future. Allow our Financial Planners and Accountants in Doncaster to do the thinking for you.
We’ll develop effective strategies with you to meet your goals by looking into key areas, including protection, wealth creation and retirement planning. Working with you and creating a clear picture of your current situation and goals, we can provide you the tools you need to get ahead in life.
Knowledge is power: Change your financial future Delay no longer, Book Now
Testimonials
What our Clients are saying about us
Accounting – Roy A. McDonald 
– Leading you on the path to success
We have the flexibility to assist most small business owners take their business to the next level.
Since 1965, we’ve been working with a diverse set of clientele to reward people with a gift that is priceless in our books: peace of mind. We pride ourselves on what we do, and we’re committed to providing you with complete and consolidated advice that is tailored to you, and beneficial to both you and your loved ones. We’re renowned for putting our clients first, and adhere to a high set of service standards.
We provide you with sound advice and the strategies we know can take you to the next level, so that you’re maximising your wealth and finances. Additionally, we offer a number of services such as taxation planning that goes hand-in-hand with other recommended strategies, and will guide you to ensure you’re maximising your income while minimising your tax. Our team has a wealth of experience and offers diverse knowledge that extends across numerous specialties. You can also sleep easy knowing we monitor and manage your personal circumstances, investments, risk profile, strategies, and will advise you if you’re eligible for any government benefits.
Most importantly, we care about you and your needs, and with over 50 years’ worth of experience, you can trust that you’re in safe hands. Our team puts your financial success first, and our fee for service structure allows us to cater for your needs. Working alongside us, you’ll have peace of mind knowing your goals can be achieved.
Financial Planning – Lindale Insurances 
– Start planning your tomorrow, today
When it comes to providing the best possible financial planning, experience matters.
We started our business back in 1965 and have been honing our expertise ever since – nurturing important professional alliances along the way.
Whether you’re a sole trader, service industry professional, tradie, IT specialist or other highly-skilled professional, you deserve quality financial planning – the peace of mind that the money you have worked hard for, is working for you.
For over five decades, our trusted team of financial planners has built up experience in a variety of areas including superannuation and retirement planning. It’s all about giving you the best possible outcome – maximising your result and minimising your stress.
We have a depth of experience dealing with the most positive life events, including having a baby, getting married and buying a home. We find our knowledge of the laws and regulations can ensure a great outcome for clients having positive life changes
For any clients going through life changes – major or minor, we can empathise with you. If you are going through a divorce or separation, downsizing or redundancy or need to sell your business, we can assist you. Besides our knowledge and experience, we can be a sounding board to assist you come out of a challenge in a positive manner.