Financial Planning
Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.
We are not financial planners, however we will either refer you to a reputable financial planner or work with your financial planner to discuss your financial options with you and develop a three-stage service in financial planning that includes:
- Initial financial advice
- Implementation of a financial plan
- Ongoing investment portfolio management
Don't take unnecessary risks with your future! Allow the professionals James Mathers & Co to assist you with your financial plan.
Business Services
We offer a wide range of services to help you run your business as effectively and as stress free as possible.
Specialist Services
Our specialist services include SMSF services, business acquisitions & mergers, estate planning plus many more.
Tax & Audit Services
Need help with GST, audit and tax returns? Our team can assist you with all your taxation and auditing needs.