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Contact Us


03 9727 1277 






Shop 4/91 Brice Avenue

Mooroolbark, Vic 3138 




  • Tax and how to be in control of what you pay
  • What you can do to save tax and create your wealth at the same time
  • Saving tax and contributing towards your retirement
  • What deductions are allowable and how these are calculated
  • Tax Offsets/Rebates – which ones are available to you?



Budgeting & Saving

  • Where does all your hard earned money go?
  • How much can you put away for that special something?
  • How do you get started?
  • Where to invest so that your savings grow?



  • Audit Insurance – we will take care of the tax audit from start to finish including the cost of our fees
  • Income Protection Insurance – everyone should have it. Workcover doesn’t cover you for an accident outside work. This replaces your income when you cannot work – when you run out of Personal Leave.  
  • Life Cover
  • Temporary or Permanent Disability Insurance
  • Trauma Insurance – if you have a severe accident, or sudden illness, this is a lump sum that will help pay off your mortgage and your medical expenses


Rental Property Ownership

  • How this works with the ATO – negative gearing
  • Where to buy
  • What to buy
  • What are the pitfalls?
  • We find the best mortgage for your new property
  • Who assists you in paying off your property?
  • Depreciation – its importance & how it affects your tax savings
  • What is a PAYG Withholding Variation?
  • The different taxes your pay - Land Tax, Capital Gains Tax & others
  • Meet our ‘Rental Property’ Team that will guide & assist you through the process from the beginning



  • Mortgages – we offer you a mortgage ‘health’ check.  Please just click on here - Mortgage Health Check
  • Mortgage broking service that comes to you
  • The different ways of borrowing – those hidden costs to look out for


Super & Retirement

  • Methods of building & taking responsibility towards your retirement
  • Self Managed Super Funds – how do they work?
  • How you can achieve a comfortable retired life – worry free
  • What to do when you want to retire
  • Understanding what Centrelink offers you
  • Aged Care direction