Create strategies for growth based upon what's actually happening in your business right now. Get on track to hit your financial and lifestyle goals: build more certainty and confidence in your future. Control your own investment in your own future - and build the wealth you need for retirement. Build credibility & investor confidence, unlock efficiencies, and identify opportunities for growth.
Receive your business valuation and understand what you need to do to reach your desired value. Leave the statutory obligations & tax minimisation to us while you focus on more important issues. As an experienced, reliable, and local Newcastle accounting firm that is focused on building for the future, we can assist you to do the same.
Receive your business valuation and understand what you need to do to reach your desired value. Leave the statutory obligations & tax minimisation to us while you focus on more important issues. As an experienced, reliable, and local Newcastle accounting firm that is focused on building for the future, we can assist you to do the same.
Services
Business Advisory
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While compliance-based accounting services take care of the past, ambitious businesses also need a strategic approach to the future. Our business advisory services help make your vision a reality. Leveraging decades of advisory expertise and experience guiding the growth of our clients' businesses, we provide strategic advice to overcome immediate issues and unlock growth.
Audit & Assurance
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Identify business compliance issues, financial anomalies & inefficiencies: build for a brighter future. Independent auditors play an important role in maintaining investor confidence, while assisting Management and the Board of Directors to unlock efficiency opportunities within an organisation. We take our role as independent auditors as an extremely important one.
Business Valuations
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Avoid the types of misunderstandings and problems that hold up sales or mergers with an independent business valuation by our experts. Contact us below for a complimentary meeting to discuss how our Business Valuation team can assist you. To discuss our services, contact us below or by phone or email for a complimentary meeting with Tony Carter.
Personal Wealth
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Work more confidently towards your financial & lifestyle goals with the right tailored advice. We can all get so wrapped up in our personal and working lives that planning our own wealth becomes a side issue. But working towards a happy, healthy, prosperous retirement should begin a long time before retirement.
Insurance
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Safeguard your family's future with these essential insurances that you can largely fund out of superannuation. TPD insurance: Provides a lump sum if you become totally and permanently disabled and unable to work. This can be largely funded out of superannuation. Income protection insurance: Provides income for a period if you're unable to work due to injury or illness.
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