Financial Planning

To assist clients seeking financial planning advice, we have a network of AFSL-compliant financial planning firms that we can recommend.

As your appointed accountants, while we are not able to provide specific financial product advice, we are able to consult with your trusted licensed financial planner to ensure that your insurance, superannuation and investment needs are met.

Also of critical importance is planning for what happens to you, your personal assets and those entities you control in the event that you lose capacity or pass away.

In this regard, in conjunction with a network of Perth-based solicitors, we are able to assist our clients to ensure that all estate planning matters are considered and addressed.

We are also able to provide specific taxation advice in respect of estate planning structures and related tax compliance advice.