OUR SERVICES
At Achieve Financial Group, we’re the accounting and financial planning experts for Thornton, Dungog and beyond, delivering a comprehensive suite of services to help our clients’ businesses thrive and their personal wealth grow. From NDIS providers to franchisees, sole traders to employers – whatever the nature or structure of your business – we can help.
Tax compliance and advisory
Our nationally recognised taxation consulting division can help you to minimise your tax, meet your GST/FBT obligations, create tax effective trust structures for asset protection and tax minimisation, and manage any ATO audits or disputes.
Keen to turn your business idea into a reality but don’t know where to start, or wondering how your business is performing compared to its competitors? We can help. With expertise in everything from cashflow forecasting to growth consulting and performance audits, we’ll help you get your business into tip-top shape.
Bookkeeping
Accurate, efficient and tax compliant bookkeeping services to keep your cash-flow on track, and make EOFY a breeze. With expertise in payroll and a range of BAS services, we can provide support on an ad hoc or regular basis, to ensure regulatory compliance and transparent reporting.
Financial planning & investment planning
Our experienced team can help you strengthen your financial security today, and achieve your financial goals in the future. With investment options including corporate bonds, term deposits, local body and Government stock, Australia and overseas shares, managed investment funds and more, we’ll help you understand your current financial health, and set you on course to realise your goals.
General advice warning: The advice provided is general advice only as in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
