Our Approach
Our friendly, customer service driven team provides all the usual "Tax and Business Services" to small and medium businesses, the Medical Profession, other professionals including Lawyers, Engineers, Surveyors, Financial Planners etc and Individuals, however, what we really concentrate on are Improvements and Results for our clients.
Improvement
What sets us apart is that we focus strongly on constant improvement for our clients, always trying to achieve a better result for their tax position, for their business structuring, for their asset protection, for their wealth strategy, for their superannuation planning and for their overall financial confidence.
Proactive
We would like to be your main financial, tax and business advisors forever and we consider it our job to help you achieve future financial success. Therefore we believe it is our duty to be poking and prodding you over time when we think you should consider you next move. For Example, when we think you should consider purchasing your business premises rather than renting, with a smart strategy e.g. we may suggest you consider using part of your superannuation monies for the purchase, potentially even employing a superannuation borrowing strategy. In the right circumstances such a strategy could represent an extremely smart and tax-efficient "turbo-boost" to your personal long-term wealth.
Specialisation - Medical Practitioners
More than half our client work is centred around Specialist and General Practitioner Doctors and Dental Practitioners. We find this area of our work extremely enjoyable and we have experienced considerable success in helping our Medico clients achieve significant tax savings and wealth improvement over time via smart strategies and regular, pro-active involvement. We have also been instrumental in helping a number of our Medical Practitioners rebuild their wealth after an unfortunate event, such as a divorce, with a number of 5 and 10 year plans achieving outstanding results.
Case study: Specialist Medical Practitioner Net Assets 2003 pre our involvement $500k, Net Assets Today (2016) $3.7m.
Financial Planning
We provide a Wealth Advisory service through the Financial Planning arm of our practice which is known as "Nistico Sen" (Nistico Sen Pty Ltd AFSL 474446). Maurice Nistico is our much loved business partner who heads up this section of our firm. We work very closely with Maurice to combine the Tax, Wealth, Asset Protection, Risk, Estate Planning and Superannuation strategies for our clients.
Flexible Fees
As with most professionals we usually charge fees at hourly rates, however fixed fees are an option you might prefer and we are happy to offer them.
Free First meeting
If you are considering us as a possibility to become your future accountant, please call David direct on 0421 273 097 or contact Rossana or Kylie on 08 8364 3097 and they will arrange a free first meeting to discuss what you are looking for and what we can offer. This often turns out to be one of our clients' most valuable meetings.
