We offer the following Financial Planning services. Please call us for a free consultation about your individual circumstances.

• Investment advice for individuals and superannuation funds, (including direct equities, managed funds, term deposits etc)
• Mortgages and restructuring loans
• Life Insurances, both inside and outside superannuation
• Estate planning and asset protection

We understand the unique needs and time constraints faced by entrepreneurs and offer a total solution to enable you to focus on growing your business. As managing director of The Startup Shop, Amit Shah works with emerging businesses within the Sydney startup scene.

We offer a full array of services and advice to assist you with your Self-Managed Superannuation Fund, from incorporation to administration & audit.

We can assist with complex transactions including the purchase of property within your superannuation, with or without a borrowing .

We offer tax planning and compliance solutions for complex tax affairs for businesses & high net-worth individuals.

With a recent ATO focus on overseas income and taxation schemes, we believe it’s best to be proactive and have a strategy in place for managing your income and investments both now and in the future.

We are ASIC registered auditors for both Self-Managed Superannuation Funds and other corporations.

We have extensive experience working with AFSL organisations and can assist with audit and ongoing compliance work for these entities.