Financial Planning

Presidential Accounting is a boutique accounting firm, based on the Gold Coast, that specialises in small to medium business accounting and services you can rely on! To ensure that we can provide a complete financial service to our clients, we work in partnership with a qualified and experienced financial planner who is ready and able to assist you with your specific financial planning requirements.

Financial planners are experienced professionals who are focussed on building your wealth in the most effective manner while taking into account your life goals and individual requirements.

Financial planners can often provide business owners with a more comprehensive look at how your business fits into your lifestyle from a logistical perspective as well as an emotional one.

Presidential Accountant’s financial planners are experienced experts in their field who can identify opportunities that you may miss, and explain how to make the most out of the finances you now have. Come into our Gold Coast office and enjoy a cuppa and a chat with our financial planner, you will be able to discuss options and ask relevant questions that may end up making a huge difference to your bank balance.

WHAT IS A FINANCIAL PLANNER?

Financial planners are experienced professionals who are focussed on building your wealth in the most effective manner while taking into account your life goals and individual requirements.

Financial planners can often provide business owners with a more comprehensive look at how your business fits into your lifestyle from a logistical perspective as well as an emotional one.

The financial planner that works in partnership with our team can identify opportunities that you may miss, and explain how to make the most out of the finances you now have. Having a chat to a qualified financial planner means that you will be able to discuss options and ask relevant questions that should end up making a huge difference to your bank balance.

DWe will arrange for you to meet with a financial planner to discuss:

  • Budgeting
  • Increasing your wealth
  • Estate planning
  • Short term investing
  • Long-term investing
  • Asset allocation
  • Business strategy
  • Life Insurance planning

WHAT IS A FINANCIAL PLANNER?

When you are trying to find the right financial planner that you can trust with your future wealth, the first thing you should do is ask your friends, family and work mates if they can recommend a good financial planner that they have used. Then you should do your homework. Search on the internet, check out different company’s guarantees, see what customers say about their financial planning advice, stay away from any that you are unsure about, and search for good testimonials!

When you get a short list, call or email and ask about their fees and the services they provide, and then compare them to others in the Gold Coast area. Don’t leave it to chance, as choosing the wrong financial planner will usually end badly and may cost you money. To save you time, Presidential Accounting has been on the Gold Coast for over 15 years and is more than happy to provide you with a complete accounting and financial planning service by working in with a financial planner who has the expertise you can rely on.

From Upper Coomera and Pimpama through to the Southern Queensland beaches, our team of experts can show you how to make the most of your hard earned income, and give you accurate information that you can bank on – literally!

Presidential Accounting can assure you that the financial planner they work in partnership with is familiar with specific legislation that may be applicable to your specific situation and understands how best to structure your assets to ensure maximum profit for you. We are building a team of experienced experts who focus on supporting you and your business. Presidential Accounting wants you to have the greatest chance of achieving everything you want, professionally as well as personally.

Don’t waste your precious time gambling with your retirement income. Call Presidential Accounting now and watch your savings grow!

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