Business Details
36 Years
experience
Strategic Financial Solutions Redcliffe
At Accountplan, we have been strategically advising clients on achieving their financial goals for over 35 years. Our team of experienced professionals provides a comprehensive range of services, including accounting, tax and BAS preparation, business advisory, financial planning, superannuation strategies, risk management, and mortgage broking. With a deep understanding of the local market on the Redcliffe Peninsula, we focus on maximising wealth and minimising tax while helping clients grow their businesses.Our commitment to quality service is reflected in our registered tax agent status and partnerships with leading financial institutions. We pride ourselves on delivering tailored solutions that address the unique needs of individuals, families, and businesses at every stage of life.
Services
Tax Planning
Financial Planning
SMSF Management
Mortgage Broking
Business Advisory
Insurance Solutions
Accounting Services
Wealth Creation
Risk Management
Leasing Finance
Details
- Year established: 1990
Highlights and features
- 35+ years of local financial expertise
- Personalised service from registered tax agents
- Comprehensive financial solutions under one roof
- Proven track record in SMSF and mortgage broking
- Award-winning client support and transparency
Associations and certifications
- Tax Practitioners Board
- Australian Credit Licence 391237
- Corporate Authorised Representative of RI Advice Group Pty Ltd (AFSL 238429)
What people say
Excellent service
Professional and helpful
Tailored solutions
Stress-free process
Expert guidance
Services
Tax Planning
Our registered tax agents provide comprehensive tax planning services to legally minimise, defer, and optimise tax payments. We prepare personal and business tax returns for all entity types while ensuring compliance with ATO requirements. Our strategic approach helps clients understand obligations before deadlines and maintain full transparency in all submissions.
Financial Planning
We create tailored financial plans to help clients achieve lifestyle goals through investment strategies, retirement planning, and tax-effective structures. Our team develops customised roadmaps for wealth creation while addressing risk management and superannuation optimisation. Ongoing reviews ensure plans adapt to changing circumstances and market conditions.
SMSF Management
We offer complete SMSF solutions including setup, compliance, investment strategies, and property financing through self-managed super funds. Our experts guide clients through regulatory requirements while providing ongoing administration support. We specialise in helping clients control their retirement investments through tailored fund structures.
Mortgage Broking
With access to 20+ lenders, we provide home loans, investment property financing, commercial mortgages, and asset finance solutions. Our MFAA-certified brokers compare products to find optimal rates while managing applications through to settlement. We specialise in complex cases including self-employed borrowers and SMSF property purchases.
Business Advisory
We offer business financial management including cash flow forecasting, performance analysis, tax structuring, and succession planning. Our services cover payroll, BAS statements, budgeting, and ASIC compliance. We help businesses develop growth strategies while maintaining regulatory compliance and financial transparency.
People
Mick Doyle
General Manager & Mortgage Broker
With over 30 years in Australian banking, Mick specialises in mortgage broking and business finance solutions. He holds credit representative number 495495 under Australian Credit Licence 391237.
Monique Belz
Senior Accountant
Experienced tax specialist providing strategic accounting solutions for individuals and businesses. Registered tax agent with expertise in complex tax returns and business structuring.
Jodie Fletcher
Accountant
Specialises in SMSF administration and personal tax planning. Assists clients with self-managed super fund establishment and compliance requirements.
Alex Holmes
Financial Planner
Certified financial planner developing wealth creation strategies and retirement plans. Works with clients to implement tax-effective investment structures and risk management solutions.
Louise Buchan
Administration & Reception
Coordinates client services and manages administrative operations. Provides initial client support and office management expertise.
Questions
What accounting services does Accountplan offer?
We provide tax returns, business activity statements, financial statements, payroll, cash flow forecasting, and business structuring for all entity types.
How can financial planning benefit me?
Our tailored financial plans help achieve retirement goals, manage investments, implement tax strategies, and ensure proper risk protection for individuals and families.
Do you specialise in SMSF management?
Yes, we offer complete SMSF services including setup, compliance, investment strategies, and property financing through self-managed super funds.
What mortgage options are available?
We access 20+ lenders for home loans, investment properties, commercial finance, and SMSF property purchases with competitive rates and tailored solutions.
How do you support local businesses?
We provide accounting, tax planning, succession strategies, and growth solutions specifically tailored for small to medium businesses on the Redcliffe Peninsula.
Reviews (6)
Nieta Batty
Dec 16, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
We have been clients of Monique for many years. Extremely happy and always prompt and professional. Will keep coming to her as long as she will have us! Cheers to many more years Monique
We have been clients of Monique for many years. Extremely happy and always prompt and professional. Will keep coming to her as long as she will have us! Cheers to many more years Monique
Claire Backhouse
Dec 08, 2021
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Positive:Professionalism,Quality,Responsiveness
Wonderful job done sorting out our tax while we were overseas. They listen and take the time to understand your situation in order to give you the best advice.
Wonderful job done sorting out our tax while we were overseas. They listen and take the time to understand your situation in order to give you the best advice.
Nick Farlow
Nov 14, 2021
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Jodie has been taking care of our taxes for the past few years, and does such a fantastic job that we continue to use Accountplan, even after moving to the southside. And that move to the southside was made possible by Mick, who helped us organise our finances after enquiring about their mortgage broking service. I wouldn't hesitate to recommend Accountplan.
David Head
Oct 28, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Mick at account plan was awesome, honestly you don't reliize when you come across a good broker until you've had a bad one, as I did until being recommended to Mick. The refinance and loan constellation he got me was a bloody good deal. Well done Mick
Cheers Dave.
Mick at account plan was awesome, honestly you don't reliize when you come across a good broker until you've had a bad one, as I did until being recommended to Mick. The refinance and loan constellation he got me was a bloody good deal. Well done Mick
Cheers Dave.
The Cooney Family
Oct 10, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Eden at Accountplan has been helping me get my business set up from a bookkeeping perspective. Her guidance and support has been very valuable. I find her very responsive and easy to communicate with and work with.
Eden at Accountplan has been helping me get my business set up from a bookkeeping perspective. Her guidance and support has been very valuable. I find her very responsive and easy to communicate with and work with.
Andrew Abrahams
Sep 23, 2021
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Positive:Professionalism,Responsiveness
I have been using the services of Accountplan for many years now and have always found the staff to be very helpful, professional and responsive to any issues I may have. I can highly recommend them.
I have been using the services of Accountplan for many years now and have always found the staff to be very helpful, professional and responsive to any issues I may have. I can highly recommend them.
