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123 Financial Group

Accountants In Charlestown 2290
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About Us

We are a multiservice accounting and business advisory firm which includes as part of our services not only the traditional accounting function of completing year end tax returns, business activity statements and financial statements, we also work to ensure that you pay as little tax as legally as possible. 

We have a deep passion for business advisory which means we help you grow your business, increase your profits and help you improve your cashflow. We are proactive not reactive. Part of our business coaching services include helping you set business goals, and work to achieve those goals through KPI improvement, quarterly coaching and cashflow management. 

We speak your language and offer practical down to earth advice so that we can partner with you to develop your business.

As part of our holistic approach to being your business partner we have a financial planning division, allowing us to work with you to ensure that all your financial goals are fulfilled, whether that is making sure you have enough money to retire when you want to ensure that your financial needs are met now. We can take care of all your insurance needs for peace of mind should something happen to you or a family member

Our mortgage brokers will help you purchase that home, investment property or commercial equipment that meets your needs and goals. We will also ensure that you understand how your loan works and what you can afford. We will do all the hard work in preparing the application and managing the settlement process.

We are a multiservice accounting and business advisory firm.

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