Individuals and Families

The everyman.

Helping you through not only your current situation but guiding you through success and future wealth.

We can help with not only Individual Tax Returns, but Mortgage Broking, wills, insurance, and planning for the future.

  • You’ve heard the referrals

    Our team are highly recommended and referred

  • Deductions you didn’t know about

    We will prompt you with deductions that you may not know you could claim

  • Qualified CPA agents

    There is a difference, we aren’t just going by a checklist

  • Book online

    Choose from a few time slots to find a time that suits

  • Point Cook appointments

    Our tax appointments are held in our office at Point Cook, easy to get to from the freeway!

  • Offsite appointments are fine

    Can’t make it into the office? Skype/Zoom/Email/Phone appointments available

  • Be comfortable in your appointment

    No jargon or complicated procedures, we will explain in plain English

  • E-signing

    We use new technologies so you won’t be left with a bunch of paperwork

  • Reminders

    Our booking system will remind you about your appointment the day before

  • Minimise the amount of tax you need to pay

    Pay the right amount, and no more!

  • Mortgage broking also available

    We already know all your numbers and have your best interests in mind

Where would you sit in your life plan?

There’s much more to life than working. That’s why we help with insurance, finance and business.

Individual tax returns
First home
Investment properties
Plan for the future
Wealth creation

List of possible deductions

Be ready with what you need to bring!


Where do I book?

Click here to find a time that suits for your tax appointment


New Clients

If you are a new client to ours, welcome! Please fill in your details prior to your appointment with us.

Get in touch

5 + 0 = ?

Going guarantor on a family member's loan?

Saying no to family is always difficult. But if a family member or friend asks you to become a loan guarantor, it always pays to think carefully before signing on the dotted line. Being a co-borrower or guarantor on a loan certainly has…

The sharemarket – a beginners guide by Paul Benson

If you catch a snippet of the radio in the morning on your way to work, you’re likely to hear what happened to the Dow Jones overnight.   If you read your news on-line or watch the news on TV it’s likely you’ll hear about the All Ords…

Seven reasons why you shouldn't hit the panic button

Sure, the first half of this week has seen the Australian share market described as a “bloodbath”. But now’s not a good time to panic. Here’s why. The US Dow Jones might have suffered its biggest dive in history, and the Australian…