Williams, Edwards & Findlay
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CPA Australia

 

Personal Services

We can help you minimise your tax!

Our tax services include:

  • Legal tax minimisation planning
  • Preparation of taxation returns for individuals
  • Expert advice on all aspects of income tax including deductibility of expenses, capital gains issues, superannuation, and fringe benefits
  • Salary packaging

We offer Estate Planning services:

  • Minimising taxation when distributing your estate
  • Lowering tax for your dependents on death using Testamentary Trusts
  • Review of your affairs to consider security, control, and inheritance

Williams, Edwards & Findlay is uniquely positioned to provide you with total financial care.

We offer a FREE Initial, No Obligation Consultation!

Contact us to make an appointment for a FREE, no obligation introduction to our financial planning services. This free introduction will not include specific financial planning advice or a statement of advice, but it will help you decide whether the services we offer are right for your needs.

Note: this free consultation does not include tax and accounting services.

Member of Count Wealth Accountants
As a Member of Count Wealth Accountants* we can offer you the following services:
Helping you plan a wealthy
future!

- We offer advice on investments to create & protect wealth
-
Retirement planning
- Regular Investment programs
- Buying & Selling Shares
-
Regular Investment reviews
- Superannuation & rollover advice
-
Annuities & Allocated pensions
-
Social Security planning
- Retrenchment planning
- Tax-effective wills & estate planning

Click here to find out more!

Protecting your most valuable asset *

- We can help with Income Protection Insurance
-
Life (Term) Insurance
- Trauma Insurance

Click here to find out more!

Do you need a loan? *

- We can help with Home Loans
- Investment Loans

Click here to find out more!

* The advisers at Williams, Edwards & Findlay provide these services as Authorised Representatives of Count Wealth Accountants.

 

 

 

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Australia. All rights reserved.

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