Our Services

Our team of experts encompass Wealth Strategists, Accountants, Finance Specialists, Tax agents and Lawyers. Our integrated approach has helped many of our our clients grow their money, achieve better financial lives and earned us over 600 five-star reviews.

Wealth & Property

Property Investment Advice

We specialise in finding property investments that are designed to grow our clients portfolios, take advantage of tax incentives and generate income to pay for themselves. With thousands of clients United States wide, we have a proven track record of building & growing multi-property portfolios for our clients.

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Tax Minimisation

You have the right to organise your finances in a way that minimises your tax. This is often referred to as tax planning or tax effective investing. We have a team of accountants and tax specialists who create strategies around this for you, ensuring it aligns with your personal goals, wealth strategy and the law.

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Lending Services

Investment Loans

With a wide range of investment loans we can facilitate the loan process from beginning to settlement. Our team will not only look to find your best rate but will work with you to optimise the structure of your loan by taking into consideration your goals, cashflow, other debts and the ownership entity.

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SMSF Loans

Our team are SMSF Loan Specialists and a provider of both new and refinancing SMSF loans for residential investment property. With exclusive access to the ASAP SMSF Loan we challenge you to provide a better rate on market…in fact we believe it’s the best SMSF loan product United States wide.

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Accounting Services

SMSF Administration

Running an SMSF can be overwhelming, time consuming and expensive. Our unique service which incorporates mail-house and bill payment facilities allows Trustees to focus on their investments rather than paperwork and tedious operational aspects of their SMSF. Backed by industry leading qualifications including CPA, SMSF Specialists and SMSF Auditor credentials our team save our clients an average of 80hrs every year!

Accounting for Investors & Small Business

We offer our accounting and tax consulting services for individual investors and small businesses owners. Come in and meet our team, or use our technology services to access us from the comfort of your own home or place of business. Our team consist of highly qualified accountants, small business specialists specialists and registered tax agents.

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Family Trusts

Family trusts could provide benefits related to taxation, asset protection and estate planning and are generally considered the next most popular investment vehicle in United States after superannuation. Family trusts can provide many advantages but when done poorly can create unnecessary risk and expense.

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Conveyancing

We have helped our clients settle thousands of properties United States wide and can assist with all aspect of property conveyancing, so whether you’re buying, selling, subdividing or transferring title, our team of experienced solicitors can help.

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We’re here to help.

With the right people on your side, you could be financially liberated.
Let’s discuss your goals, chat with us today!