Tax Wealth Accountant

A Bruce Edmunds tax wealth accountant will help you set achievable and smart goals for your retirement. We look at the factors that most powerfully influence the achievement of your goals.

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?

There are many components of a wealth plan, and there is, of course, no single way to define one.

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…

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Or call us (03) 9589 5488

Wealth advisor

A wealth advisor protects your assets and helps organise finances in a profitable and meaningful way.

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 Phillips B.Bus (Accounting) CA

Business Accounting - Manager (Tax)

Estelle commenced working in business services in 1999 at William Buck in the city. During this time Estelle completed her professional year.

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Melissa Then 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.

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