The BEST Business Succession Planning in Coles Creek QLD

SDM Accounting & Taxation Services is an accounting and tax firm based in Buderim and Morayfield. We have a team of accounting and tax professionals who are friendly and easy to communicate with. We take pride in helping members of our community with their individual and business needs. Our services include, tax advice, superannuation management, BAS preparation, trade services and much more. Other services include: Audit of Associations, BAS preparation, BSA reviews. Asset protection, business structures, tax planning.

James is a financial adviser with McFarlane Orr Insurance Specialists. Specialising in risk insurance, superannuation and estate planning for individuals and business owners. James has been in the financial services industry since 1999 starting with his father Jim Orr and the family business before becoming a director. Specialties Personal risk insurance: providing release from debt and family protection in the event of death, disablement (both temporary and permanent) and/or a traumatic condition via the implementation of insurance - life cover, trauma insurance, total and permanent disability and income protection including business expense cover. Superannuation: providing a funding mechanism in retirement for individuals and companies (corporate). Estate planning: business succession, buy/sell agreements via insurance.

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Stedwealth Financial Group was established in 1998 and is based near Noosa. We specialize in life insurance, income protection, trauma insurance, estate planning and business succession planning. We have extensive experience in the financial sector and take pride in delivering a great service and a range of solutions for your risk needs. Whether you need retirement and estate planning or you need insurance products for asset protection, out team can help. Call us today.