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Financial Planning And Wealth Creation

We have never had access to more information and choices when it comes to our finances, but sometimes this also brings confusion. The need for quality financial advice has never been more demanded and urgent.

So why should you choose Monash Tax Accounting Services to help you:

Our Personal Approach:

During our first appointment we take the time and care to sit down and listen to what you would like to achieve. We want to get to know you and understand what is important to you. At Monash Tax Accounting Services, we have a wealth of both professional and personal experience, which allows us to deal with your situation in a compassionate and discrete manner when required.

Our Resources and Advice:

At Monash Tax Accounting Services, we have a highly skilled and professional team that leave no stone unturned in ensuring we have provided you with competitive outcome. Our team has over 75 years’ experience and is constantly undergoing continued education to understand how changes in laws and legislation can benefit you, our client.

Furthermore, we are licensed by Interprac, allowing us to provide advice without the bias of a restrictive recommended product list or external corporate culture.

We also have access to fantastic resources, including multi-national research houses, which allows us to select the personalised products for your situation.

Our service:

We pride ourselves on going above and beyond for our clients. We understand finances can be a time-consuming and confusing area for some people. Our team has processes in place to ensure we can obtain the required information in the most efficient manner possible with the least disruption to you.

We maintain an ongoing relationship with many of our clients, as we understand your situation will change in the future and our advice needs to adapt and evolve along with it.

View our financial services guide: Part 1

View our financial services guide – Adviser profile – Shan: Part 2

View our financial services guide – Adviser profile – Shweta: Part 2

View our fee structure

Important information

Monash Tax Accounting Services Pty Ltd is a corporate authorised representative (no. 408387) of InterPrac Financial Planning Pty Ltd ABN 14 076 093 680. Australian Financial Services Number: 246638, Level 3, 29-33 Palmerston Crescent, South Melbourne, Vic 3205.

 

We also invite you to book a complimentary, one hour introductory consultation to discuss your business needs. You can expect practical business, tax, marketing and financial advice designed to help you accelerate your business success. To book a time, call us today on +61 3 9548 1699 or click green button below.

Book An Appointment
 

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