Families & Individuals
Our goal is to provide you with comprehensive financial guidance throughout your life, no matter what stage in life you are at. We offer a range of services designed to help you achieve your financial goals and secure your family’s future.
Individual and Family Services
With the improvement in technology, we are able to provide you with financial advice throughout your life no matter where you are. The following services are provided to help get you where you want to be.
Accounting
Cloud based accounting software has made it easy to record where the money comes from and where it goes. Financial statements are set up to capture where the money has come from and where it goes. With a few clicks you will be able to see what you own and what you owe.
Financial Review
Regularly reviewing your finances helps ensure you're on track to meet your goals. Life's financial journey has its ups and downs, but staying informed and making proactive decisions can keep you on course.
Taxation
Reduce your tax burden with our full range of taxation services. Taxation can be a major obstacle to financial success, but we provide expert support to help you navigate it. From income tax preparation to capital gains and superannuation advice, we tailor our strategies to maximise your after-tax earnings and grow your wealth.
Superannuation
Superannuation is one of the most significant assets for Australians, second only to their home. It’s crucial to manage this wealth effectively. Our expert services cover all aspects of superannuation, including contributions, estate planning, and property structuring through self-managed super funds.
Estate Planning
Prepare to minimise taxes on your wealth and protect your wishes from being challenged. With 75% of wills in Australia being contested, we guide you through every consideration to ensure your legacy is secure and your loved ones are cared for.
What Our Clients Say
John and his team have acted for myself and my law firm(s) since early this century and if their service and advice was not pleasing to me then I would have changed accountants long ago.
Richard Solomon
Solomon Collins Commercial Lawyers
John and his team were able to guide our family through a delicate farm succession process in a thoughtful and considered manner to achieve an outcome that everyone was comfortable with.
Sam Dahlitz
Vigneron
John worked on our family farm succession with my parents and my family. In ongoing consultation we are continually looking at ways grow our business and build in greater profitability and resilience, to allow future succession processes to be easier for the next generation.
