When we do business at Assured, we change lives.

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Simple as that.

And your life - yes, you reading this if you are an existing or future client - is one of them that we'll significantly enrich.

We'll help you create a business and legacy that you're proud of, one that brings you joy as opposed to stress and one that also does good in our world too.

Oh - and we will help you create a business and lifestyle that really works - so you don't have to work quite as much.

We want the impact on you, your family, our community and our world to be inherently positive.

Inherently good.

That's why we're proud to be called Accountants for Good.

5 things that make Assured different to other firms

01

YOU

That's all we focus on here. YOU, your family and your wealth.

02

OUR MISSION

Our mission is YOU. We do that in a way that makes us and the people in our team (and you) feel great too. We give our clients something great to belong to - something they feel great about.

03

OUR CLIENTS

Like you, our clients love our honesty, energy, focus and fairness in all our dealings.

Above all, they love that we REALLY listen to make sure that you reach the highest level of your dreams and goals.

We turn our knowledge into great value for you; it's as simple as that. And there's total transparency too - no charging by hours - making what may be complex beautifully simple for you.

04

OUR COMMITMENT

It's a total commitment to you: to proactively pursue the objective of maximising your wealth - whether that be greater revenue, greater profits, international growth, better structures, lower tax bills, better personal wealth management, more holidays or extra time off.

05

OUR COMMUNICATION

Openly, honestly, confidentially and simply.

Changing firms?

 

Changing your current accountant, financial adviser or broker may feel like a stressful scenario you'd rather avoid. Perhaps you've justified staying with your current firm because you've always been with them. Or maybe you tell yourself the hassle of changing is too hard - even with someone who isn't providing the level of service you require.

If you feel you're not getting all that you should from your existing relationship, it costs you nothing to get a second opinion. Why not meet us to discuss how we can match your needs? There's no obligation, just an opportunity to talk with professionals who aim to do their utmost for you, your family and if applicable - your business.

No stress, we make it simple for you.

If you decide the time has come for a change, we'll take care of everything else.

We can help you with all your financial needs:

Accounting/Business Advisory

  • Income Tax Returns, Activity Statements (GST) and Tax compliance 
  • Business planning, including Tax Planning and cashflow forecasting
  • Business structure advice, including Asset Protection and Tax minimisation
  • Specialists in small business advice, including Tax write offs and depreciation
  • Bookkeeping, including Xero software and Single Touch Payroll

Financial Planning  

  • Superannuation 
  • Retirement planning
  • Investments
  • Insurance planning
  • Social Security (Centrelink)
  • Estate planning

Lending  

  • Home loans
  • Small business loans & commercial loans
  • Leases - car, machinery etc
  • Debt structure, consolidation and repayment advice

A long history of success.

We have been in practice since 1992. Here are some of our success stories.

ABOUT US

Your first 30 minute consultation is complimentary*

*New Financial Planning, Lending or Business Accounting only

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Copyright © 2021 Assured Business & Wealth Advisors Pty. Ltd. Liability Limited by a Scheme Approved under Professional Standards Legislation. 

Assured Wealth Advisors is a Corporate Authorised Representative of Synchron for financial planning services, AFS Licence No. 243313.

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Disclaimers