Business Details
50+ Years
experience
Trusted Accounting & Financial Services in Ballarat & Melbourne
Established in 1961, PPT has built a reputation as a trusted provider of accounting and financial services in Ballarat and Melbourne. Our team of over 30 professionals, including accountants, tax specialists, and financial planners, delivers tailored solutions for businesses, families, and individuals. We combine the expertise of a large firm with the personalized service of a local practice, offering comprehensive support in accounting, taxation, business advisory, and wealth management.Our commitment to understanding client goals ensures strategic advice that aligns with individual needs, supported by decades of experience and industry accreditations. With offices in Ballarat and Melbourne, we serve diverse sectors, including manufacturing, healthcare, and real estate, while maintaining a focus on transparency, compliance, and long-term client relationships.
Services
Accounting Services
Tax Planning
Business Advisory
Financial Planning
Lending Services
Superannuation
Investment Advice
Risk Insurance
Share Trading
Details
- Year established: 1961
Highlights and features
- We have over 60 years of combined experience in accounting and financial planning.
- Our team includes certified professionals with expertise in taxation and business advisory.
- We provide personalized solutions tailored to individual client goals and needs.
- We serve diverse industries, including healthcare, manufacturing, and real estate.
- We maintain transparency in fees and compliance with regulatory standards.
Associations and certifications
- CPA Australia
- Australian Financial Services Licence
- Australian Credit Licence
What people say
Knowledgeable, efficient
Great team
Professional and thorough
Warm and kind reception
Seamless refinancing process
Services
Accounting Services
PPT provides comprehensive accounting services for businesses in Ballarat and Melbourne, including bookkeeping, payroll, tax compliance, and financial reporting. Our team ensures accurate record-keeping and adherence to regulatory requirements while offering strategic advice to optimize financial performance. With expertise in business structuring and ASIC compliance, we support clients across industries to maintain financial clarity and growth.
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through proactive strategies aligned with evolving legislation. PPT's specialists offer advice on GST, FBT, payroll tax, and business sales, ensuring compliance while maximizing savings. We cater to diverse sectors, including healthcare and property development, with tailored solutions for complex tax scenarios.
Business Advisory
PPT's business advisory team delivers strategic insights for growth, cash flow management, and risk mitigation. We assist with succession planning, budgeting, and market expansion, providing objective perspectives to enhance decision-making. Our clients benefit from industry-specific expertise and actionable strategies to achieve long-term success.
Financial Planning
We offer personalized financial planning to help clients build wealth through investment strategies, retirement planning, and asset protection. PPT's advisors assess risk profiles and goals to create tailored plans, including SMSF management and portfolio selection. Our transparent fee structure ensures informed decisions for secure financial futures.
Lending Services
Through our association with National Mortgage Brokers, PPT Capital provides residential and investment loan solutions. We offer access to over 30 lenders, assisting with home loans, commercial financing, and debt consolidation. Our specialists simplify the lending process, ensuring competitive rates and tailored mortgage strategies for individual needs.
People
Stephen Lewis
Director
Stephen R. Lewis, a CPA and CTA-certified accountant, leads PPT Business Services with over 30 years of experience in accounting and business advisory.
Glenn Palmer
Director
Glenn A. Palmer, a qualified CPA, co-directs PPT Partners Pty Ltd, specializing in strategic financial planning and compliance for regional businesses.
Timothy Hovey
Director
Tim R. Hovey oversees PPT Financial Pty Ltd, delivering tailored financial planning solutions with a focus on retirement and investment strategies.
Ben McDonald
Lending Manager
Ben J. McDonald manages PPT Capital's lending division, providing mortgage broking services with expertise in residential and investment property financing.
Adam Couch
Senior Accountant
Adam Couch, a senior accountant, specializes in individual tax returns and business advisory, known for his diligence and client-focused approach.
Questions
What accounting services does PPT offer?
PPT provides bookkeeping, payroll, tax compliance, financial reporting, and business structuring services for businesses and individuals.
Do you offer tax planning for businesses?
Yes, we offer tailored tax planning strategies for businesses, including GST, FBT, and payroll tax advice to minimize liabilities.
Which areas do you serve?
We serve Ballarat, Melbourne, Geelong, and surrounding regions for accounting, financial planning, and lending services.
How can I book an appointment?
Contact us via phone at (03) 5331 3711 or submit an online enquiry to schedule a consultation with our team.
Are your financial planners qualified?
Yes, our financial planners hold relevant certifications and are registered under Australian Financial Services Licence No 252992.
Videos
Reviews (4)
Lisa Williams
Nov 28, 2021
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Adam Couch (Senior Accountant) has been helping me with my annual tax return for a few years now and I am grateful for his diligence, advice and professionalism. In my dealings with Adam this year I also had the pleasure of working with Michelle Conroy (Personal Assistant). Both Adam and Michelle are personable, courteous and a pleasure to deal with. Thank you for making "tax time" easier to manage. This year Adam put me in touch with Jenny (Director - Lending). Jenny made the process of refinancing my mortgages seamless and effortless. Jenny is professional, knowledgeable, diligent, articulate
Mark Weber
Jan 22, 2020
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I have been using PPT for over 20 years. They are professional and very thorough in their work for me. They go that extra kilometre to provide research and good service.
Betty Priestley-Dumesny
Sep 27, 2019
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Just received a bill for over $1500 for two consultations about an hour long each. Have never been so mortified in my life! A lawyer doesn't even charge that much!
Sarah Whiting
Jun 29, 2019
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Always reasonable about all work done, the absolutely warm and kind reception from Belinda always makes the office such a great atmosphere to walk into!
