logo
P. 07 5495 1347
F. 07 5498 3396
E.

Staying on track

It is important to review your plan at regular intervals to take account of changes in income and outgoings as well as other circumstances, such as a new job or an addition to the family. You also need to weigh up new investment products as they come onto the market, and change your plan to take advantage of them if it seems appropriate.Younger members of the family might become more, or less, interested in following you into the family business, and your succession plans may have to change. You may find you can achieve some goals sooner than you had expected, or you might have to postpone some.

Once you have drawn up a personal financial plan you need to monitor its performance regularly. Only by checking how your plan is performing against the goals you have set can you be sure that your personal financial strategies are on target.

If you stay with your plan, implementing and modifying your strategies as appropriate, you will have every chance of realising your personal financial goals and achieving what you want to with your life.

Daivid Unwin CPA would be happy to advise you further on developing your SMART personal financial strategies. Call us on 07 5495 1347 to discuss how we can help.

our Services

Accounting
services

In the constantly changing business environment, you can rely on our business services team to be expert, up-to-date and ready at hand to assist you with your business matters. Whether your concerns are taxation, accounting, business planning, cashflow and budgeting, or business valuation, rest assured that our staff are available to advise you.

audit
services

There is no such thing as a ‘one size fits all’ audit. We use the latest technology to provide individual assessments, producing comprehensive reports in which your stakeholders can have the utmost confidence. We are also happy to offer due diligence systems reviews and financial consulting advice.

company
secretarial

Communication and effective administration are essential elements of a successful organisation. Regardless of the size of your business, we are ready to support you with a team of highly qualified secretarial and support staff.

taxation
services

We regularly deal with a broad range of personal and corporate taxation issues and make a point of understanding the individual needs of every client. Whether you need advice on company tax, personal tax effectiveness or indirect taxation including payroll tax and GST, our team will identify the best solutions for you.

self managed
super funds

The way your superannuation is managed now will have a significant impact on the choices you have in retirement. Self-managed super funds are perfect for those looking for greater control of their savings and are one of the best ways to ensure that you will have sufficient funds for retirement.

specialist
services

In addition to our normal services, we have developed specialist knowledge and expertise in the following sectors:

Christian organisations

Audit of incorporated associations.