Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These wealth creation strategies provide a source of income other than your business or employment income.
We know our clients expect the best from us, and that is why we have collaborated with Financial Foundations Australia, one of the most reputable and experienced financial planning organizations in Australia. Between the guidance of a highly qualified financial planner from Financial Foundations, and the sound accounting advice from McCann Clarke & Co, you can be confident you are on track to meet your financial goals. Combined, we provide a four stage service in financial planning:
Initial Interview
Statement of Advice
Implementation
Continual Review of Investment Portfolio
A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australia and overseas shares, and managed investment funds to name a few.
Don't take unnecessary risks with your future. Allow the professionals at McCann Clarke & Co to guide you towards achieving your financial goals.
Rental Property At McCann Clarke & Co we have the necessary expertise to assist in a variety of areas in relation to residential and commercial property.
The services we offer our clients include:
Advice on the purchasing of a property
Reviews of lease agreements
Advice on funding
Guidance in tax minimisation
Advice on ownership structure
Periodic reviews to ensure returns are maximised
The importance of forecasts in making a residential investment cannot be emphasised enough. We are able to provide for you:
Forecasts of revenue returns
Forecasts of financial position
Forecasts of potential growth
Advice that adds value!
More and more clients are realising their accountant has the ability to improve their business through increased profits and productivity, growth stimulation, and cashflow management techniques.
