Our practice gives you the advantage of drawing upon our significant accounting, taxation and financial planning resources.
With our vast knowledge and expertise, you can be sure all your financial needs and objectives will be properly attended to and considered.
We are able to simultaneously review your existing accounting, taxation and financial planning situation, and provide you with analysis and consolidated advice to help you realise your goals.
Offering high quality professional advice is part of what we do to make sure you achieve your business and lifestyle goals.
We are driven by our desire to improve your net wealth and lifestyle. Furthermore, we aim to create greater flexibility in your decision making process by providing easily understood, consolidated advice for your accounting, taxation and financial planning needs.
To ensure that we exploit every opportunity available to help achieve your goals, we regularly conduct reviews of your portfolio, strategies and tax structures. These are critical to ensure that your assets are protected and grow.
We also track changes in the economy, legislation and the financial industry at large, keeping an eye out for any opportunities that may benefit you.
After talking to us, you will discover the wisdom in developing a plan to enjoy your wealth. Rather than using your life to make money, use money to make your life.
We look forward to building your wealth and security, and playing a pivotal role in enhancing your lifestyle.
Why Choose Us?
Five Good Reasons For Having Us As Your Financial Guides
1. Our Financial Planners* and Accountants have over 80 years combined experience within the Financial Services Industry.
With significant expertise in Taxation and Business Development, we have consistently increased profits for a range of clientele, including individuals, businesses and professional services. Our experience will help you avoid common mistakes that can negatively impact your profitability and financial well-being, preventing you from achieving your goals.
2. Your Business and Personal Affairs will be structured in a Tax Effective manner.
We will explore every legal avenue possible to reduce your tax liability. We will examine all your personal and business assets and structure your affairs to the best advantage.
3. We provide You with a Total Evaluation to help you identify Your Objectives.
We will comprehensively analyse your current assets and liabilities, as well as develop an understanding of your wants and needs. We will then provide you with a clear plan to achieve your business and lifestyle goals.
4. A Results Oriented Approach.
A tangible improvement to your financial well-being, whether personal, business or lifestyle, short-term or long-term, is always our aim.
5.Your Aspirations are always Our Priority.
At Roy A McDonald and Lindale Insurances, it is always our priority to improve your finances and overall well-being. When providing advice, we never lose sight of your lifestyle goals.