Financial Planners and Accountants Doncaster
Accounting – Roy A. McDonald
Established in 1965, we have seen a lot of changes in Doncaster East and the surrounding suburbs of Manningham and have many loyal and valued clients who have continued with our service since its inception.
We pride ourselves on what we do, and we ensure that we provide you with complete and consolidated advice that is tailored to your needs. Putting our clients first and adhering to a high set of service standards is foremost in how our accounting practice functions. Most importantly, we care about you and your needs, and with over 50 years’ worth of accounting experience.
Our accounting practice is a CPA business (Certified Practising Accountant). Being a CPA is a mark of high professional competence, it indicates a soundness in depth, breadth, and quality of accountancy knowledge.
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. We also constantly monitor changes to legislation that could affect you or your business, so you always stay informed. Our team has a wealth of experience and offers diverse knowledge that extends across numerous specialties and businesses.
Our experienced accounting team can provide you with individual and business tax returns, as well as partnership, company, trust and self-managed superannuation fund accounting and advice. It is our goal to make sure all eligible allowances and deductions are identified and you can get the best return possible. We can save you time by assisting with Business Activity Statements and cashflow planning.
If your accounting and taxes aren’t in order, we can offer you a no obligation complimentary introductory meeting with one of our experienced accountants, we’ll investigate and identify opportunities whether we can save your money in terms of tax and determine if you’re maximising any benefits on offer.
Financial Planning – Fiducian Financial Services
The Financial Planning services in Doncaster has evolved and developed since the early 1970’s to support and ensure our clients have prospered over the years. At Fiducian Doncaster we believe it is not about us but about our valued clients.
Fiducian Financial Services Doncaster Planner is a Certified Financial Planner with FPA (Financial Planning Association of Australia). When you choose a financial planner who is a member of the FPA, you will be working with a professional who puts your interests first and is committed to a code of ethics and professional conduct. A FPA member ensures you can be confident that they work to the highest professional standards.
Our trusted and knowledgeable Financial Planner is highly skilled in a range of areas such as Wealth Creation, Retirement Planning, Estate Planning, Superannuation, Self-Managed Superannuation Funds, Investments, and Insurance Advice. Ensuring you get the best possible outcome while maximising your results and minimising your stress, our Financial Planner is here to ensure that individuals secure a future of financial prosperity and business owners achieve commercial success.
Whether you are looking at building your wealth for the future or would like to know if you have enough funds to retire on, at Fiducian Doncaster, we will provide you with quality financial advice which will significantly improve your situation regardless of your financial situation, investment objective or experience.
We aim to make positive changes to the lives of our valued clients by providing expert personalised advice, building, and maintaining mutually trusting relationships and developing services and solutions that meet and exceed the evolving needs of all our clients.
It is important for all of us to consider and plan out your financial future. Allow our Financial Planner in Doncaster to do the thinking for you.
What our Clients are saying about us
I have been utilising the services of Roy A McDonald for in excess of ten years. I learned of them through my employment with a business that had been using them for many years, and as I could see they were very reliable and did a good job, I decided to use them for my own requirements. Mostly this was with Trevor, who has been great, but for my latest set of tax returns Cynthia has been my accountant, with support from Silvia. I have been entirely satisfied with the service I have received, including a seamless transition from Trevor to Cynthia. It is a relief to know I will continue receiving the kind of service I had been accustomed to.
I am more than happy with the service provided by Roy A McDonald accountants, they are attentive to my needs whilst providing excellent opportunities to minimise tax payable.
I would highly recommend the Team at Roy A McDonald.
Thanking you once again for the excellent service,
Hans Van Lunenberg
I am a new client this year to Roy A Mc Donald and have been so impressed with their friendly, knowledgeable guidance in assisting me with both my Company and Personal Tax Return. Trevor was always available to answer my many questions and very thorough with his Company report to me. Thank you heaps!
It is with confidence that we can recommend the business of Roy A. McDonald to any prospective clients. We have been dealing with this business for over 25 years. We have received practical and solid advice regarding our business partnership (running a farm), taxation options & personal financial situations.
The staff are very pleasant, professional & friendly & create an atmosphere of trust.
Dennis & Heather Barnes
I am very impressed with the friendly, efficient service. I find the accountant is very knowledgeable. He has prepared my tax return for the last 6 years with excellent results & on this basis, I have no hesitation but to continue to utilise the services of Roy A. McDonald.
I am writing this testimonial on behalf of Roy A. McDonald as they have been my taxation agents for 28 years & I have found them to be always diligent & working toward my best interests. Trevor & Margaret are efficient, competent & friendly, & always make me feel like a valued customer. They take a personal interest in my life and try to advise me of any financial matters which may be relevant. I hold them in high regard as taxation agents & wish them all the best in the future years.
Brad has been a client of Lindale Insurances for over 3 years. He explains the differences between Lindale Insurances and his experiences with other financial planners.
Grant has been long standing client of Lindale Insurances for the past 3 years and provides details of why you should use us too
Dave has been a client of ours for a number of years now. Dave describes his experience using Roy A. McDonald/ Lindale Insurances
Roy A. McDonald has been preparing the tax returns of my wife, my self-managed superannuation fund and myself since 2005, as well as giving us general tax advice. At all times the service has been very professional and knowledgeable and he has always been fully on top of the frequent changes in superannuation and tax legislation. Margaret has also been a great help to us as back-up. In addition, Mark has assisted us from time to time on the financial planning side of the business. We have no hesitation in recommending this firm.