Honesty, energy & fairness is what we bring to each Assured client.
We focus on YOU to ensure you're reaching your financial goals.
Meet Ben - business owner of Kabeeda Pty Ltd
Meet Andrew - business owner of Xsell Property
Meet Theresa - business owner and rental property owner
Chris - Accounting client
Ken - Accounting client
Adam - Accounting client
“Thank you so much to Paul, Ross, Melissa and all the team at Assured Business & Advisors. We are so overwhelmed with all the help and advice that you have given us. Trust is a very important element when in business and trust is what we have with you. You have not only helped us but have made us feel really excited about our future not only in business but for the rest of our lives. Highly highly highly recommend them to anyone."
"As always, you guys make it look easy, always a pleasure to come in to such a friendly family like atmosphere. Thanks.”
Always pleasant and willing to help. Often we as customers need someone to just LISTEN! You are always prepared to do just that and I commend you for it."
Steve and Dianne - business owners & Accounting clients - Signs Display Merchandising
During our regular tax planning sessions with Steve and Dianne have found and implemented tax planning strategies that will save them over $23,000 in a single financial year.
The strategy will also reduce their PAYG Instalments by $7,000 per quarter.
David and Mel - Financial Planning clients
David and Mel approached us to review their financial affairs, including:
Superannuation - we reviewed their existing superannuation accounts and rolled their superannuation into a single fund that gave them a wider range of investment options, reduced their investment costs and allowed them to set up binding death nominations. Their new superannuation is much easier to manage.
Personal insurance - we reviewed and put in place personal insurance that will allow them to pay off their loans and maintain their living expenses in the event either of them die, become disabled, ill or injured or are unable to work.
Loans - we reviewed their existing loans and with simple changes they will pay off their properties approximately 5 years sooner and save an estimated $127,473 in loan repayments.
Estate Planning - as a result of our recommendations they have set up a Will, Power of Attorney and Advance Care Directive to ensure their assets are distributed according to their wishes and to ensure that their affairs are handled by people they trust.
Annual review - as part of our service they have the benefit of knowing their trusted adviser reviews their finances regularly and ensures that their finances remain on track.
Shannon & Sara - Lending clients
We are pleased to have helped Shannon & Sara with an investment loan.
They were looking to purchase an investment property and needed a loan to suit them, their finances and their investment goals.
We assisted them through the entire process - the application, organising valuations, dealing with their lendor, arranging the signature and lodgement of the loan documents and notifying them upon the successful transfer of funds.
Marko - e-control Solutions
Marko runs a business and needed to arrange finance for a new Ford Transit van and Kia Carnival car.
We were able to help Marko with the finance, including reviewing multiple lenders, terms and conditions and advising on the most appropriate loan for him and his business.
We helped Marko through the entire application process, reducing his time spent applying for a loan so he could spend time building his business.
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