By engaging our firm you are assigned your own Private Wealth Adviser. Your adviser is tasked to ensure your life is stress-free by providing you with information/resources that allow you to control your financial destiny.
Each Private Wealth Adviser is backed up by a team of full-time investment analysts, wealth strategists, tax experts and accountants who actively seek wealth enhancement and risk minimisation opportunities daily.
We do not “farm-out” the important task of portfolio management to a third party who you do not know and who does not know you. We prefer to instead individually manage portfolios internally as it is us who truly understands you and your objectives. This is very unique!
JAM Financial was formed in 2008 by John Larkins and Mark Lockhart – two senior financial planners with over 30 years of combined experience. We provide quality advice and on-going personal service for you and your whole family through effective implementation of client focused, individually tailored strategies whilst integrating external professional services to provide a total financial solution to achieve your goals.
JAM is a professional financial advice practice which is driven by our clients’ needs and goals. We believe that our role, where we can give our clients the most value, is in taking the time to fully understand your current position and to help you identify and prioritise what you want to achieve. We use our knowledge and skills to develop and test strategy to move from where you are now towards where you want to be while trying to anticipate and avoid the risks along the way.
We believe that our role extends to providing advice and service over our clients’ whole financial life. Unfortunately some people create wealth which is subsequently destroyed because they did not take steps to protect it or it is lost in the process of transferring it from one generation to the next. One of the most significant limitations on people’s ability to achieve their financial goals is not starting early enough. Therefore we believe that your children and grandchildren should also be our clients. We are committed to helping them start planning for their future at a cost they can afford by considering your whole family as our client.
We have a fee for service approach to our fee structure. Our fees will be transparent, we will only charge you for work that we actually do and we will give you options on what level of service you want and how you would prefer to pay our fees
Prime Super is Australia’s only truly nationally operating super fund dedicated to helping rural and regional Australia boost their retirement savings. With approximately 150,000 members and $1 billion in funds under management, we understand what our members and employers need from their super fund and offer a range of benefits designed to take the hassle out of managing their super.
Prime Super members enjoy low fees, a range of investment options and industry leading insurance options that can be tailored to suit their needs. They also have access to an easy to use online account where they can manage their super savings.
Our employers have access to a range of superannuation solutions designed to make managing their super obligations as easy as possible. We also have a team of friendly, highly knowledgeable Regional Managers who can help answer any super questions.
Visit our website for more information or to join.
Kovski Accounting is a CPA practice based in Wollongong CBD. Our mission is to provide exceptional service and advice to our clients that goes above and beyond. Kovski Accounting is a 100% XERO practice and a XERO Partner and we believe that the future of Accounting and Bookkeeping is in the cloud.
Kovski Accounting is a CPA practice and focuses on providing timely and accurate advice to our clients, always striving for excellence in everything we do.
Kovski Accounting's principal Aleksandar Kulavkovski is a Registered Tax Agent and a Fellow of the Tax Institute, with a strong focus on taxation. Contact Kovski Accounting today to see if we can assist you with your individual and business tax needs.
Contact Kovski Accounting today to make an appointment.
Business advisory and accounting services from an experienced Corporate Financial Controller with experience in businesses with turnovers up to $100 mill. We will work on site (in your offices) to prepare regular accounts, BAS returns and to help you manager your business. We can also provide consulting services on a range of business management matters. We are a Quality Assurance reviewer for CPA Australia making sure that the other accountants are doing the right thing.
Stirling Accounting & Taxation provides professional and personal taxation services to individuals, small to medium businesses and Self Managed Superannuation Funds.
Check out our story at www.stirlingfinancial.com.au
In Touch Taxation Services is a locally based firm which specialises in Accounting & Business Services, Auditing and Taxation, Superannuation, Investments and Personal & Business Insurance Services for any size business or Individual/s. We have SMSF and Aged Care Specialists in house
With the focus being on our client relationships, we make ourselves available when you need us.
We measure our success by yours and we have the expertise to turn your goals into reality. We offer comprehensive personal and business solutions under the one roof.
Future Accountants & Advisers is a progressive, boutique accounting and financial advisory firm. We are passionate about what we do and how we do it.
The team at Future Accountants & Advisers believe in delivering easy to understand, holistic financial solutions to Australians who wish to engage in their financial future.
We believe people should have choices because we know you, as individuals, have different goals and circumstances.
Nothing excites us more than when our clientÃ???Ã??Ã?Â¢??s successfully achieve and surpass their goals. As a family business we love building genuine, long-term relationships with all of our clients.
We take pride in being leaders in our field, we embrace and drive innovation and improvement.
Tax Returns from $69
Specialties: Express Tax Returns, Small Business, Self Managed Super Funds
We can assist you in the following areas:
- Preparation of BAS and IAS
- Tax returns
- Tax planning
- Tax advisory services
- Accounts payable and accounts receivable processing
- Payroll processing
- Financial reporting
- Budgeting and Cash Flow Planning
- Business set-up and registration
- Business structuring
- Business management
- Training and skills development
- Self Managed Superannuation
- Property Investment
Business consulting firm, located in Wollongong, NSW Australia.
We believe in the central philosophy of building successful businesses through effective planning and control rather than through traditional methods of long hours, little sleep and little personal time. After all you began in business to gain more freedom, wealth and personal success, therefore, it is critical that your business doesn't control you.
Feel like you?re getting in a bit of a mess with your bookwork? Well, we?re here to help. We specialise in getting your back office systems running efficiently so you can spend more time doing the fun parts of your business. We can manage the numbers in your business so that they come to life giving you real time information so that you can make those important decisions in your business based on the right information. We love working with MYOB, Quickbooks and also your Accountant so that you have a team behind you making sure you get to where you?re heading!
Looking forward to meeting with you soon!
Prime Numbers Accountants is a professional and reliable accounting business in New South Wales. We offer exceptional customer service and guarantee prompt responses to your requests. The Principal of our firm, Anthony, has been a Chartered Accountant since 1996. He takes a hands on approach to ensure the quality of work.
We offer taxation Advised and income tax returns and Whether youre a business owner or an employee from the smallest tax return to high net wealth individuals, we can make sure you get every deduction youre entitled to and your affairs are structured for the future to minimise your tax. Bookkeeping services to help improve your cash flow, streamline administration tasks and optimised accounting processes. We also offer other services that include Auditing, Business and personal advisory services; self managed superannuation funds, asset protection, estate planning and assistance with starting a business.
SANTALAB is a locally owned accountancy, business advisory and consulting firm.
We are a provider of a comprehensive range of professional services including but not limited to:
* Accounting, Business Advisory and Consulting Services
* Taxation Consulting.
We have the skills, experience, and expertise to meet your needs, however big or small.
Essential Bookkeeping Solutions help business owners reduce stress, reduce tax accounting costs, avoid unnecessary fines and penalties, improve cash flow, and allow them to work on their business.
We make our clients' lives easier by ensuring their accounting processes are streamlined and being managed properly.
Essential Bookkeeping Solutions offer the full range of bookkeeping services and tailor the services specifically to your needs.
Do you need an accountant? Need help with an individual or business tax return?
David Arnold is a mobile Etax Local Accountant serving clients in Unanderra, Wollongong and the surrounding areas in the Illawarra region in New South Wales.
Etax Local Accountants ensure that your tax return is accurate and results in the best possible refund! If you need an accountant in or around Unanderra, contact Etax Local Accountants to arrange an appointment that is most convenient for you.
Etax Local Accountants makes accounting and taxes easy and fast - for individuals and business!
Vantage Forensic Accounting provides the perspective you need to favourably resolve negotiations, settle litigation, protect your assets and reduce business risk. Providing independent expert advice distilled from years of expertise, a wide range of knowledge and data, our reports allow you to view your problem from a different point of view. On time and on budget, Vantage Forensic Accounting arms you with the relevant facts through considered reports, analysis and advice.
Experienced in most Australian jurisdictions, our expert reports make complex issues easier to understand, assisting the court by expressing clear, unbiased, logical opinions. We are specialists in business valuations, family law, fraud prevention and investigation, commercial litigation, personal injury, superannuation and AML/CTF compliance.
We give you and your team that valuable additional resource, taking uncertainty from the field of play. Contact us today to see how Vantage Forensic Accounting can make a difference for you