We aim to be our client's first point of contact for all financial and business solutions. We have affiliations with Financial Planners, Insurance Brokers, Finance Brokers, Solicitors, Bookkeepers & IT specialists. We do not just refer our clients to anyone, we have personally tried and tested the services of these providers. If we are not happy with the service that we received then we certainly wouldn't refer our clients.
In the past, both Wendy and Kirsten have built relationships with various customer service employees of the major banks. So when it comes to urgent banking matters - we are able to direct our clients to the right people to get a prompt response.
We are able to offer solutions to the never-ending problem of bookkeeping and maintaining your current system of accounting. We want to make a real difference to the lives of our clients.
We want to have a pro-active approach with our clients. Or aim is to guide them to financial wealth and security as opposed to a re-active approach and simply dealing with our clients year- end tax bills.
Our clients success, in turn will be our success.
If you would like more than just tax advice please contact us to arrange an obligation free meeting.