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We service the local community of the Coffs Harbour Shire, but have the technology, flexibility and expertise to    serve clients anywhere in Australia.   Our current client base includes individual and business clients on the    North Coast of New South Wales as well as Sydney, Brisbane, Perth and Melbourne
The Financial Planning Association of Australia
CPA Australia
       
  • Tax Planning
  • Financial Reporting
  • Income Tax Return Preparation
  • BAS Reporting, incorporating
    BankLink, MYOB and Quicken software
  • Effective and legal Tax Minimisation
  • Business Analysis, Management Reporting
  • Valuations, Budgeting etc.
  • Auditing
  • Comprehensive financial plans
  • Superannuation
  • Tax Effective Investments
  • Marginal Lending & Negative Gearing
  • Managed Investments and Insurance Investment Products
  • Securities including shares
  • Life Insurance products including Life,
    Salary Continuance, Trauma, Income
    Protection, TPD and Business Expenses
Liability limited by a scheme approved under Professional Standards Legislation.