1. ESSENTIALS: Your Starting Point

Business Accounting & Tax:

Xero (Cloud Software

Tax Planning & Management

Accounting

Annual Tax Returns & Statutory

Financials

ASIC Annual Reviews

Fringe Benefit Tax

GST & BAS Services

Bookkeeping

Payroll Tax

Asset Protection Review

Individual Client Needs:

Income Tax Return Preparation

Xero Cash Book;

- Assets & Liabilities

- Income Expenses

Property Investment

Estate Planning Checklist

2. PATHWAYS TO FREEDOM: Work Out What Your Aiming For

Freedom Plan / Life Plan

Xero Budgets

Business Evaluations

Business Succession / Sale Plan

Risk & Estate Planning

Strategy / Advice

SMSF / Superannuation

Insurance (Risk)

Property

Shares / Managed Funds

Gearing

Debt Reduction

Motor Vehicle Leases

CashPlan - Cash Flow System

3. ARE YOU ON TRACK?: Measure & Review Progress

Update Freedom Plan / Life Plan

Business 'On Track' Plan

(Monthly / Quarterly / Yearly)

Board Strategy Meetings

(Monthly / Quarterly)

Business Annual General Meeting

Business Valuations

Business Succession / Sale Plan

Asset Protection Review

Update Xero Budgets

Review Super / Property & Invest-

ment Strategies

4. FINANCIAL FREEDOM: Enjoy The Ride!

Holiday Plan

Family Goals

Upgrade House / Cars

Lifestyle Spending

Future Generation Planning

Creating a beautiful financial future

Our Services