All Tax and Accountancy Matters

Trusted Advisors, Specialising in Taxation, Accounting, and Business Structures.

All Tax and Accountancy Matters for Health Professionals

Trusted Advisors for Health Professionals Nationwide, Specializing in Taxation, Accounting, and Business Structures.

What's our value to you

Save More Tax

Planning for tax prior to June 30th is essential, with real value discovered in capital gains tax on business and personal assets, land tax liability, and tax on retirement income streams and GST.

This is based on future discussions about wealth accumulation and exit strategies.

This results in business structuring and complex tax advice that allows your clients to establish valuable multiple structures to help them save tax in the long term

Build Financial Freedom

It is all about wealth building sequencing.

Wealth creation happens in three phases: start, growth, and income. Each phase needs different investment strategies and asset structures.

To achieve financial freedom (passive income) before age 60 requires a different approach than after age 60.

We will reverse engineer your ultimate passive income goal and create a wealth-building plan tailored to your current situation.

Mitigate All Risks

They are three main type risk:

Personal risk (Income, debt, asset protection)

Business risk (Business cash flow, creditors and partners)

Wealth transfer risk (dependents, inter-dependents, estate planning)

This is to ensure their wealth can be truly persevere and transferred.

What's our value to you

Save More Tax

Planning for tax prior to June 30th is essential, with real value discovered in capital gains tax on business and personal assets, land tax liability, and tax on retirement income streams and GST.

This is based on future discussions about wealth accumulation and exit strategies.

This results in business structuring and complex tax advice that allows your clients to establish valuable multiple structures to help them save tax in the long term

Build Financial Freedom

It is all about wealth building sequencing.

Wealth creation happens in three phases: start, growth, and income. Each phase needs different investment strategies and asset structures.

To achieve financial freedom (passive income) before age 60 requires a different approach than after age 60.

We will reverse engineer your ultimate passive income goal and create a wealth-building plan tailored to your current situation.

Mitigate All Risks

There are three main types of risk:

Personal risk (Income, debt, asset protection)

Business risk (Business cash flow, creditors and partners)

Wealth transfer risk (dependents, inter-dependents, estate planning)

This is to ensure your wealth can be truly preserved and transferred.

Why Work with Us

Planning Your Future

We will assist you in setting up with a framework that will enable you to establish, implement and monitor your ongoing plans for the future.

Once the model is established, we then negotiate to get the best deals and the best opportunities for you to save money.

Strengthen Your Relationship

Our clients are treated like family from the moment they step into our world. We will support them from A to Z.

You will have access to our panel of experts and market research, and receive education and private support all year round.

Empower Wealth Education

You will keep doing what you do best in your selected field of expertise.

We will take care of your wealth education to ensure that you will achieve your highest potential, and through the established framework, eventually enjoy your financial freedom.

Diversify your offering

We’ll provide the training and support to extend your business offering, your client will on longer need to seek advice elsewhere but kept them all within your control

Once to model formed, we then negotiate to get the best deals in the best opportunities available to them and save them money.

Strengthen your relationship

Your clients will be treated like family from the moment they step into our world. We will support them from A to Z.

You will have access to our panel of experts and market research, and receive education, private support, and training all year round.

Empower Wealth Education

You will keep doing what you do best, which is accounting, tax, and advice.

We will take care of wealth education to ensure your clients achieving their highest potential, eventually enjoy their freedom for their hard marking money are working for them.

What We Do

We specialise in customised financial solutions for all clients including healthcare professionals. From tax planning to accounting and business structuring we streamline your financial management so you can focus on your business.

Taxation

Services

Our expert team provides comprehensive tax planning and compliance services for all clients but specifically tailored for healthcare professionals, ensuring you maximise deductions and minimise liabilities while navigating the complexities of medical practice finances.

Accounting

Services

We offer precise and reliable accounting services for the medical field, from bookkeeping to financial reporting, helping you maintain clear and accurate financial records for your practice, allowing you to focus ypur clients

Business Structures

Optimisation

We advise on the most effective business structures to optimize financial outcomes for all clients including healthcare providers, whether you're starting a new practice, merging with another, or restructuring an existing one, ensuring your setup supports growth and efficiency.

ASIC Secretarial Matters/Compliance

Our specialists handle all ASIC secretarial matters and compliance requirements for al businesses, including those in the healthcare profession and medical practices, ensuring your business adheres to regulatory obligations and operates smoothly without administrative burdens.