Financial Planning and Taurean Financial Planning accumulating wealth or settling down to retirement comprehensive range of financial products & services Superannuation & Estate Planning market and investment knowledge Loan Setups Refinance & Reviews Tax

Last Updated 19 May 2009

Our Services

:: Company partnership
   and business taxation

:: Trust taxation

:: Bank liaison, cash flow
   and budgeting advice

:: Property and asset gearing
   and advice

:: Business set up and
   development advice

:: Software training

:: BAS assistance, preparation
   and advice

:: Support Professionals ::

Our support professionals include: FinancialEthix Group: Financial Planning Whether you are starting a career & family, accumulating wealth or settling down to retirement, you probably have a list of financial goals that you want to achieve both for yourself & your family. We provide a comprehensive range of financial products & services designed to meet your vision, unique needs & concerns. FinancialEthix includes: Superannuation advice, wealth creation strategies, mortgage reduction techniques, insurances, business succession planning, retirement planning, tax reduction strategies and estate planning. Email: info@financialethix.com.au Web: www.financialethix.com.au Mortgage Choice: Loan Setups, Refinance and Reviews Brad Anderson is a fantastic Mortgage Broker, based in Dee Why on the Northern Beaches. He has a great reputation for being one of the best mortgage brokers in Mortgage Choice in Australia. He is able to provide advice for the most suitable loan to suit your specific needs. Whether you are purchasing a new home, refinancing or debt consolidation, Brad can assist in un-biased choice of products from a wide range of conforming and non-conforming lenders. Brad Anderson: Awarded State and National Single Operator of Mortgage Choice. Brad has recently been awarded this for his superb services and continues to inspire with his expertise through Forest Accounting. Email: brad.anderson@mortgagechoice.com.au Web: www.mortgagechoice.com.au/brad.anderson Barrenjoey Insurance Brokers (BJINS): Small to Medium Business Insurance A team of down-to-earth, professional, local insurance brokers, BJINS specialise in all types of insurances for small to medium businesses with local quality service you should expect. As part of the ’Steadfast Group’ gaining access to an Australia-wide broker network giving BJINS a greater power of negotiation with larger insurance companies so you get the most competitive rates. You will always be well informed and kept up-to-date with the latest insurances. Contact John Phillips at BJINS today to see how BJINS can assist you with your business insurance requirements. Email: john@bjins.com.au Australian Leasing Solutions: Motor Vehicle and Equipment Leasing Our leasing arm can provide hassle free approvals, competitive rates and exceptional service. With our experienced consultants our aim is to provide clients with a wide range of leasing solutions whilst sharing our expertise in your motor vehicle and equipment needs. Please see us first before considering the finance acquisition of any business asset, as the method of finance may have long term consequences in your business. This is where we work best in defining those best opportunities that give the best cash flow & tax benefits. Please contact our representative Anna at Forest Accounting for more information. Email: anna@forestaccounting.com.au DTA Lawyers: Solicitors/Sound Legal Advice To ensure you are provided with sound and thorough advice for any legal matter, DTA Lawyers are a professional group with a great sense of humour who add value to every consultation. Email: kingalan@dtalaw.com.au