The BEST Estate Planning Accountants in Rosella QLD

Synergy Accountants and Estate Planners was founded in November 2013 with a vision to bring value to clients lives through ingenuity and quality service. We are achieving this daily by forming strong partnerships with our clients which allow us to get a deeper understanding of their business and personal finance needs. As a Synergy client you can rest assured that we are thinking about your long-term goals and needs. As such, we will never just tell you what you want to hear. Rather, we will be candid and give you the advice and teach you the strategies you need to achieve your goals. Whether it is helping to lodge your income tax return, creating a family trust or providing you with comprehensive business advice, we understand that no two clients are the same. We will work with you to customise advice and methods which are unique to your circumstances. We pride ourselves on our attention to detail and creative thinking. These attributes have allowed us to set ourselves apart from conventional accountants. We utilise a combination of proven accounting practices with innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results fast. We measure our success on our clients’ long-term growth and security. To be a part of the Synergy Accountants and Estate Planners success story, please contact us today and experience the difference.

Astute advice in all matters financial. Joe Sim is a highly experienced and qualified certified practising accountant and financial advisor with 36 years extensive experience in finance, accounting and business management. Joe has been working for RBS Morgans Mackay as senior financial advisor and manager since 1999. Joe has accumulated wealth by property, shares and business investments. His experience in these areas is greatly valued by clients seeking to avoid the pitfalls of learning from their mistakes. Joe manages many clients investment portfolios through a managed portfolio service. Joe offers his skills and experience to clients wishing to maximise returns and minimise tax throughout their working lives and retirement. Joe enjoys working with clients who wish to maximise their wealth through property, share and business investments, using a variety of tax structures like self managed superannuation funds, family trusts, companies and personal holdings

S.H. Tait & Co Chartered Accountants was founded in 1924 in Mackay by Stanley Howard Tait and has, since then developed the reputation of delivering superior accounting and taxation solutions for its business clients. As a local Mackay firm we offer a personal approach to your accounting needs. While our firm is large enough to provide a complete range of professional accounting services including all aspects of taxation advice and planning, accounting services, self-managed superannuation administration and audit and assurance we are small enough to develop personal relationships with our clients. We focus on providing a high level of customer service for all your taxation and accounting needs. Our advice is personally tailored to our client's needs - we do not adopt a 'one size fits all' approach. Contact us today for all your taxation information and more.

Vision Financial Group was established in 2007 by David Garnham and John Ryan. Each brought their own skills and experience to the firm with the common goal of servicing client's total financial needs. Our firm is dedicated to keeping abreast of new trends, policies and technologies and continues to offer a broad range of services to not only the Mackay region but also Queensland and interstate. We are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer. Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!