Preferred Partners 2018-11-21T01:41:29+00:00

WITH OUR PREFERRED PARTNERS, WE CAN PROVIDE A ONE-STOP SHOP FOR YOUR SMALL BUSINESS NEEDS

We’re accountants with a strong focus on helping small businesses. We love what we do but are the first to admit that we can’t be all things to all people.

So we’ve invested considerable effort to surround ourselves with the best providers of complementary services; fellow professionals who share our core values and dedication to servicing our clients.

The list below is always evolving. So, if you’ve received unbelievable service from someone in another profession who could help others, please let us know so we can reach out.

MORTGAGE BROKING

It can be a very daunting process trying to find the right home loan at a great rate and that also meets your personal circumstances. Right Financial takes the stress and hassle away by doing the running around and finding the most suitable home loan at the lowest rate possible.

And it doesn’t stop there. We review your loans annually to make sure you’re always on the most competitive rate possible. All this without charging any advice fees!

BOOKKEEPING

We offer expert bookkeeping assistance – from the day to day to year end – keeping the financial side of your business accurate, efficient and compliant.

Our extensive experience with businesses of all sizes across a broad range of industries means we can provide the support network best suited to you and your business.

INSURANCE

Within our offices, multiple experienced insurance brokers – all authorised representatives of Brookvale Insurance Brokers – have their own team of support staff.

Each broker specialises in different fields of insurance and manages their own portfolio of clients. Therefore, you can be assured of specialised, thorough and quality service.

FINANCIAL ADVICE

Via Financial Group

1300 402 833

www.viafg.com.au

What matters most in life is not the things we have but the things we are able to do. At Via, we understand all the choices that make up your unique pathway in life. Our role is to protect and manage your wealth, so you can focus on what’s important to you.

For us, financial success is a means to an end – not a destination in itself. It’s about the freedom to live your life the way you want.

WealthMarc provides strategic, tailored and insightful solutions around wealth creation and protection. Our vision is to open the door to financial and personal opportunities for clients.

We focus on our client’s individual circumstances and needs. By developing strong, lifelong partnerships with our clients, we create a client-centric, tailored plan to fulfil lifestyle and financial goals.

Cleary Hoare Solicitors is a boutique legal firm of specialist tax lawyers with offices in Brisbane, Sydney and Perth. We’ve been assisting Australians with tax planning and tax advice, estate planning, asset protection, commercial transactions and dispute resolution for over 30 years.

Our Principals are all leading tax lawyers with extensive experience and passion for their practice areas. Our clients are mostly private family businesses, both city-based and rural, all over Australia.

PROPERTY MANAGEMENT & BUYERS AGENT

We are a fully licensed real estate agency, based in Balgowlah on Sydney’s Northern Beaches and specialising in property management. We aim to give you and your property the service, care, and attention they deserve.

We differ from your typical agency because our primary business is property management and you will have a senior property manager solely focused on maximizing your investments potential.

PMC Property Buyers

02 8966 9454

www.pmcproperty.com.au

Avoid making the common mistake of purchasing property for today and forgetting to analyse future market trends and conditions.

By engaging with PMC Property, your investment will be a strategic one that looks well into the future. We’ll provide professional support and guidance through our expert team of researchers, valuers and property consultants, who will assess your unique situation to help you determine the best course of action.

FX

  • Fast and efficient foreign currency transfers
  • Competitive exchange rates
  • Online trading and execution platform
  • Australian-owned
  • Forex risk management strategies
  • First-class personal service
  • Fully licensed and regulated

HR

Customised, expert advice, documentation and solutions across employment relations and work health and safety, packaged for small and medium businesses.