Pro Money Management

Why Us

• Proactive
  We work with you to ensure that your work is completed on time, and that any lodgements with taxation and government authorities are submitted on time. We plan for regular meetings with you to discuss your business and / or financial needs, and plan ahead, rather than react afterwards to past results.
  
  
• Professional
  All of our team members are properly qualified to provide the services that we offer. Our external advisers are also expected to provide a high level of service and advice, otherwise we do not refer you to them. The experience and knowledge level is high, and it is expected that everyone in the business and all of our associates keep themselves fully educated on current and future trends.
  
  
• Productive
  We work at our tasks with client service as our focus. We aim not just to 'get the job done', but to provide you with clear concise recommendations and advice to take you to a position further than you are currently achieving in your business, your investments or with your tax return results.
  
  
• Progressive
  In all of the time that the business has been operating, old style, traditional accounting or thinking has not been part of this business. It never will be in the future either. We utilise technology, current and future trends in accounts management, record keeping, investment opportunities and business operations. We pass this knowledge on to you in our advice sessions, our reports and recommendations, and through our seminars and newsletters.
  
  
• Prosperity
  This is what we all strive for. And we see this as being far more than the number of dollars you have in the bank. It is all about giving you choices with how your business operates, how much time you have to spend working rather than enjoying life, how your investment strategies are directed towards your current and future needs, and enabling you to have the lifestyle that you want for your family and yourself. After all, the best person to determine what you want from life is you.
  
  Our vision is to provide our clients with the opportunity to achieve their goals, both financial and otherwise.
  
  Having sufficient money to be able to choose what you do in your life is, quite simply, the ultimate 'goal' for most people. Pretty much everything else revolves around this basic premise.
  
  We aim to provide a total financial service, helping you to get beyond living on your wage on a day to day basis, or having a business that is 'just surviving' each year.
  
  We start with getting a 'total picture' of your financial position, and a list of your financial goals and / or your business needs, and set out a plan to work with you to achieve these aims.
  
  In order to do this, you need assistance in the following areas:
  
  Taxation advice and assistance; (including tax variations and audit protection)
  Financial Planning and portfolio management;
  Assistance with loan finance arrangements to purchase your next investment property, your 'dream home' or to help improve the return from your investments;
  Optimising your salary package arrangements;
  Setting up the most appropriate structures for your investments, to get the best taxation, asset protection and ongoing management control over your assets;
  Assistance in setting up and managing your business or investment portfolio, including Superannuation, GST, capital gains and other day to day matters.
  
  We can assist you in ALL of these areas, not just in one or two of them.
  
  And the people who assist you are qualified to provide the advice that is given to you, with the proper registrations and authorizations to provide the assistance that you require.
  
  As part of this, we work with you to get the best possible result for you from your tax returns and your business and investment activities.
  
  
  
  Sure, many may make the claim, but the ATO's records show that we actually do it.
  
  The Tax office regularly review accountants and examine the level of claims made. We are normally at the top end of the claims made, and refunds obtained. This happens because we work with our clients to ensure that they do what is necessary to get the maximum level of deductions possible in their situation.
  
  In order to do this, you need assistance in the following areas:
  
  Taxation advice and assistance; (including tax variations and audit protection) Financial Planning and portfolio management;
  Assistance with loan finance arrangements to purchase your next investment property, your 'dream home' or to help improve the return from your investments;
  Optimising your salary package arrangements;
  Setting up the most appropriate structures for your investments, to get the best taxation, asset protection and ongoing management control over your assets;
  Assistance in setting up and managing your business or investment portfolio, including Superannuation, GST, capital gains and other day to day matters.
  
  We can assist you in ALL of these areas, not just in one or two of them.
  
  And the people who assist you are qualified to provide the advice that is given to you, with the proper registrations and authorizations to provide the assistance that you require.
  
  For those of you in your own businesses, well we are much more than a bookkeeping service. Many accountants only offer a bookkeeping service because they either lack the expertise, or are too busy with general accounting matters to explore and exploit the latest tax planning arrangements.
  
  Tax laws are changing constantly and unless your accountant has the time to look into, and keep up to date with those changes, you will lose the benefits.
  
  At Pro Money Management we will always endeavour to give the best and latest advice available.