Property and Share Investor Accountants

We have proven specialised knowledge working with investors and high-net-wealth family groups.

We have helped structure and grow wealth through various investments including share portfolios, property portfolios and other unique investments. 

We offer high-level advisory and accounting services tailored to the specialised needs of investors. 

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This includes strategies to purchase multiple properties, increasing their value and your net wealth. 

We advise on asset protection, tax minimisation, estate planning, succession and guide our clients to manage capital gains and revenue gains effectively.

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We offer support with obtaining finance and can work closely with your broker or bank manager to assist any purchasing or refinancing needs. 

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We are happy to work along side your financial planner to help you achieve your financial goals. We have your best interests at heart and are independent. We do not offer financial advice in house. 

​​We offer detailed tax planning, scenario planning and analysis services with strategies to minimise tax liabilities and grow wealth. 

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We have assisted many investors over the years and have experience with many forms of investments including:

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• international shares

• australian shares

• term deposits

• farm land

• residential land

• commercial land

• sub-dividing land

• developing property

• building property

• renovating property

• holiday homes

• flipping property

• air-bnb property

• buying ndis property

• buying residential property

• buying commercial property

• capital appreciation

• income and cash flow appreciation

• negative gearing

• positive gearing

• passive income streams

• private business acquisitions

• private equity

• private credit

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We can assist you with business, accounting and tax advice for your investments and much more.​​

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Get in touch with us today to discuss how we can help you.