Business Details
22 Years
experience
Trusted Accounting & Financial Services in Newcastle
Established in 2004, Waterford Accountants has built a reputation as a trusted partner for business owners and medical professionals seeking expert financial guidance. Our team of highly skilled accountants and financial advisers combines deep industry knowledge with a proactive approach to tax planning, business advisory, and wealth management. With over two decades of collective experience, we specialise in developing tailored strategies that minimise tax liabilities, enhance business performance, and secure long-term financial growth.Our commitment to maintaining the highest professional standards is reflected in our cutting-edge solutions and personalised service, which have earned us recognition through client referrals and industry awards. We prioritise ongoing communication with clients, ensuring they remain informed about evolving financial landscapes and opportunities to optimise their financial outcomes. Our expertise extends to cloud-based accounting systems like Xero, providing modern, efficient solutions for businesses of all sizes.
Services
Tax Planning
Financial Statements
Business Advisory
Medical Accounting
Superannuation Planning
Wealth Creation
Business Valuation
Succession Planning
Xero Cloud Accounting
Insurance Advisory
Details
- Year established: 2004
Highlights and features
- Award-winning accountants with expertise in business and medical sectors
- Proactive tax and business strategies tailored to your needs
- Experienced team with 20+ years of industry knowledge
- Recognised Xero cloud accounting partners with technical expertise
- Client-focused approach with regular strategic updates
Services
Tax Planning
Our tax planning services identify legal opportunities to minimise tax liabilities while aligning with business and personal financial goals. We provide year-round strategic advice, leveraging changes in legislation and tailored deductions to optimise cashflow. Clients benefit from proactive guidance that transforms tax compliance into a strategic advantage.
Business Advisory
We support business owners through all lifecycle stages, from establishment to succession planning. Our advisory services include cashflow management, acquisition analysis, and performance benchmarking. By combining accounting expertise with industry-specific insights, we help businesses achieve sustainable growth and operational efficiency.
Medical Accounting
Tailored accounting solutions for doctors, pharmacists, and medical practice owners address sector-specific challenges. We provide tax optimisation, practice structure reviews, and compliance management while understanding the time constraints of healthcare professionals. Our team maintains the highest industry accreditation for medical sector advisory services.
Superannuation Planning
Specialist superannuation advice helps clients navigate complex regulations and maximise retirement savings. We offer SMSF establishment, contribution strategies, and pension planning. Our approach ensures compliance while optimising investment structures to achieve long-term wealth creation goals aligned with individual risk profiles.
Xero Cloud Accounting
As certified Xero partners, we implement cloud-based accounting systems that streamline financial management. Services include software selection, data migration, and staff training. Our solutions enable real-time financial visibility, automated processes, and seamless integration with business operations for improved decision-making and efficiency.
People
Chris Catalovski
Managing Director
With over 20 years' experience, Chris leads our team in developing innovative tax minimisation strategies. His expertise in business advisory has helped numerous clients improve profitability through strategic restructuring and compliance optimisation.
Matthew Stevenson
Director
Matthew specialises in business valuations and succession planning. He works closely with owners to create exit strategies that maximise asset value while ensuring smooth transitions for family-owned enterprises and professional practices.
Cameron Smith
Director
Cameron focuses on financial reporting and corporate advisory services. His background in auditing ensures clients receive robust financial frameworks that support growth and regulatory compliance across diverse industry sectors.
Anna Catalovski
Business Manager
Anna oversees day-to-day operations and client relations. With a focus on service excellence, she ensures timely delivery of accounting solutions while maintaining strong relationships with our professional network of legal and financial partners.
Michelle Stanley
Advice Associate
Michelle provides personalised financial planning services, specialising in retirement strategies and investment portfolio management. Her client-centred approach ensures tailored solutions that align with individual life goals and risk tolerance levels.
Questions
What accounting services do you offer for medical professionals?
We provide tailored tax planning, practice structure reviews, and compliance management specifically designed for doctors, pharmacists, and medical practice owners.
Do you offer cloud accounting solutions?
Yes, as certified Xero partners we implement cloud-based accounting systems with training, integration, and ongoing support for real-time financial management.
How can you help with business succession planning?
Our directors specialise in creating exit strategies that maximise business value while ensuring smooth transitions for family enterprises and professional practices.
What superannuation services do you provide?
We offer SMSF establishment, contribution strategies, pension planning, and compliance management to optimise retirement savings and investment structures.
Are you qualified to provide financial advice?
Our team holds relevant certifications including Xero accreditation and specialist financial planning qualifications through Charter Financial Planning Limited.
How do you stay updated on tax law changes?
We maintain professional development through industry bodies and regular ATO updates to ensure compliance with evolving tax legislation and reporting standards.
Reviews (4)
Blain Vandersteen
Dec 17, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
So good to deal with, every facet so far.
So good to deal with, every facet so far.
Trevor Tutt
Aug 26, 2020
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I have been with this fantastic firm for many years. With outstanding service I have recommended them to many of my friends and other businesses. Highly recommend for all your financial needs.
David Catalovski
Aug 24, 2017
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Great team and personalised financial advice. The perfect firm if you value honesty and trust for your wealth building strategy.
Cards By Brammers
Aug 15, 2017
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Since choosing Waterford Accountants I have been blown away by their professionalism! They have provided me with all the tools necessary to not only get everything in line for quarterly BAS but they have made the whole process as efficient as possible. They have done this by training me up on the right software (Xero), this has been a long process for me but they have been incredibly patient whilst I get to grips with everything. Thanks to Waterford Accountants, I can now focus on growing my business again after meeting all of my tax obligations!
10/10
10/10
