Phone: (07) 55 202 390

Fax: (07) 55 202 390

Location: 41a Tallebudgera Creek Rd, West Burleigh QLD 4220

Financial Planning Services

Financial planning is an integral part of any business however it is often overlooked as too complicated or time-consuming. Master Accounting has a vast network in place to organise the best person for your financial planning needs whilst overseeing your whole objective and goals.

Our aim is to provide clients with long-term financial wealth, well being, education, independence and security. We pride ourselves on building long term relationships with clients based on our commitment and exceptional customer service – taking the time to get to know your business and its future.

Your initial meeting will cover goals and objectives – you tell us what you want. As life changes we build the necessary flexibility into your plan. We work together with you to develop the most suitable strategies with your risk profile and objectives in mind.

Our superior follow up services are what sets us apart from other financial planners.

Our Financial Planning Services:

  • Goal Setting
  • Budgeting
  • Cash Flow Management
  • Financial Health Check
  • Debt Reduction
  • Investing
  • Superannuation
  • Risk Management
  • Tax Minimisation
  • Financial Advice
  • Retirement planning
  • Wealth Creation
  • Loans and Refinancing
  • Borrowing to Invest
  • Limited Recourse Loans in your SMSF