Services for Individuals

We offer expert and reliable guidance for your personal tax matters, such as customised details on how negative gearing, redundancy, salary sacrificing and self-managed super funds affect your tax. Our secure online portal lets you submit your records electronically from wherever you are in the world.

Self-managed Superannuation Funds (SMSFs) are very popular, especially with families who want more control over how they invest and combine their retirement savings. We offer various  services to help you establish and comply with current superannuation laws.

Do you have an investment property? Or want to start your property portfolio? We can generate cash flow reports and explain the tax implications. We can also help you with smart choices about how to structure, manage and track everything related to the purchase and tax outcomes of your property ownership. 

You’ve worked hard to accumulate your assets, and we are committed to helping you protect your portfolio in the areas of insurance, investment, estate planning, legal and banking. We can help you establish structures that safeguard your wealth and also help you become financially literate in areas that will assist you to create and retain wealth.