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Progressive Wealth Advisory Long Jetty

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Trading for 13 years

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About Progressive Wealth Advisory Long Jetty

Progressive Wealth Advisory specialise in high quality professional advice to our clients. We are a firm offering a comprehensive professional service that embraces all facets of financial services (both accounting and financial planning). We have an enthusiastic team of professionals who deliver cost effective yet personalised accounting and financial services of the highest quality to our clients. A strong personal relationship with our clients is important to us and begins with determining your concerns and objectives, so that with understanding, we are better able to service your needs. Our main office is located in Long Jetty on the Central Coast of New South Wales, however we conveniently have offices available for our clients in Sydney, Newcastle, and the North Coast of NSW.

Services

  • Accounting

  • Tax Services

  • ATO Compliance

  • Tax Structuring

  • Tax Planning

  • ATO Negotiations

  • Division 7A

  • Capital Gains Tax

  • Tax Consulting

  • Financial Advice

  • Taxation Advice

  • Tailored Investments

  • Financial Strategy

  • Insurance

  • Portfolio Administration

  • Tax Minimisation Strategies

  • Attending to Corporate Affairs

  • Bookkeeping

  • Bank Reconciliations

  • BAS Preparations

  • GST Reconciliations

  • Payroll Services

  • Budgeting

  • Forecasting

  • Cash Flow Management

  • Accounting Systems Implementation

  • Self-Managed Super Fund Services

  • SMSF Set Ups

  • SMSF Wind Ups

  • Deed Reviews

  • Investment Strategies

  • Borrowing

  • Pension Processing

  • Estate Planning

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Location

328 The Entrance Rd, Long Jetty NSW

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Licences

  • AFSL No: 424605

Progressive Wealth Advisory Long Jetty