Tax Wealth Accountant
These include:
- What tax position best suits you
- Your wealth plan
- Your business and investment structure
We aim to maximise benefits while minimising the tax cost on your personal wealth. A wealth plan is not just about saving; it is about risk control and tax savings in covering risk.
What’s involved in your wealth plan?
Depending on specific circumstances like your job and assets, your wealth plan may involve:
- Retirement planning
- Investment profile
- Insurance
- Financial liabilities
- Trust accounts
A good tax wealth accountant takes the time to understand your needs and prepare you for financial independence.
Organise a consultation with an experienced accountant…
Request a call
Or call us (03) 9589 5488
Wealth advisor
The key is meticulous planning. Your wealth is yours for the long-term. A durable strategy from your wealth advisor is needed to see you through to and past retirement.
BE with us
Estelle B.Bus (Accounting) CA
MANAGER (TAX)
Estelle commenced working in business services in 1999 at William Buck in the city. During this time Estelle completed her professional year.
Melissa B. Com (Accounting and Finance) CA
SENIOR ACCOUNTANT
Melissa was with the firm from July 2007 to December 2010, and returned in July 2013 and works full time.