Financial Planning - "Transforming your financial life for your family's sake!"
We like to refer to financial planning as 'Financial Transformation'. It's about changing your mindset from consumer to investor in order to help you achieve financial freedom and independence (within 15-20 year period). Wealth Creation is possible for the average Australian family. We know that you are working hard to provide for your family. We know that you want to give the best to your children. We also know that thinking about retirement is something you will do after 50!! However, for a truly successful retirement, you need to start earlier. We help you start with strategies to help you reduce your tax and build your income producing assets. With a proven record the past two decades successfully advising clients on wealth building, we are confident that we can help the average Australian achieve financial independence for a dignified and fulfilling retirement.
As your business accountant and financial planning mentor, we combine practical experience with our expertise in financial management, tax compliance and business advisory to help investors and entrepeneurs make more money and better manage the money they’ve got. If you are not sure how we can help your business we urge you to take our quick online Business Review.
The majority of our existing clients are investors and/ or entrepreneurs in a wide range of industries. See some of the case studies of work we have done with clients in accounting, tax, business advice and financial mentoring. Also read some testimonials of what our clients say about us. Clients choose us not only for what we can do for them but also who we are as a business and what we stand for. Find our more about our key personnel. Admittedly, our clients are demanding and want to know the Winner Difference.
We are constantly updating the website and adding new resources so please come again and visit us.
Enjoy the journey,
Susan Wahhab CPA