We're a local business based in Maroochydore and specialise in a wide variety of professional financial services. It is our
We're a local business based in Maroochydore and specialise in a wide variety of professional financial services. It is our aim to help our clients in three main ways which we ensure is performed in a way our clients can understand:
Navigate the Tax System
Tax is an expense that does not produce more income so it should therefore be reduced as much as possible. Our firm strives constantly to look at ways to help our clients legally reduce their income and Capital gains tax liabilities.
Improve Business Performance
We perform this by helping our clients measure and monitor the Key Performance Indicators (KPI's) of their business. You cannot manage what you cannot measure. Do you even know what your KPI's are? We provide Break- even Point analysis and prepare Cashflow Budgets for our clients.
The aim for many people is to grow their wealth and with the above two processes we help our clients achieve this. We are also experts in Self Managed Superannuation Funds, Tax Effective Investing and we also work closely with our affiliated Financial Planning firm, Close Financial Services when it comes to placing these all important funds into a particular Investment Portfolio.