Across Our Services
See how we have supported clients through business and tax, financial-planning and lending decisions. Results vary with each client's circumstances.
Business & Tax
Business owners and Accounting clients, Signs Display Merchandising
During regular tax-planning sessions with Steve and Dianne, we found and implemented tax-planning strategies expected to save them over $23,000 in a single financial year.
The same strategy was expected to reduce their PAYG instalments by $7,000 per quarter.
Financial Planning
Financial Planning clients
David and Mel asked us to review their financial affairs across superannuation, personal insurance, loans, estate-planning arrangements and annual review needs.
Their existing accounts were reviewed and rolled into one fund with a wider range of investment options, lower investment costs and binding death nominations. Their new arrangement became easier to manage.
Personal insurance was reviewed and put in place to help repay loans and maintain living expenses if either person died, became disabled, ill or injured, or could not work.
Their loans were reviewed. The projected result was to repay the properties approximately five years sooner and save an estimated $127,473 in loan repayments.
Following the recommendations, they set up a Will, Power of Attorney and Advance Care Directive and received regular review support intended to keep their finances on track.
Lending
Lending clients
Shannon and Sara were buying an investment property and needed a loan suited to their finances and investment goals. We helped with the application, valuations, lender communication, signatures and lodgement of the loan documents, and notification when the funds transferred successfully.
Business Lending
e-control Solutions
Marko needed finance for a Ford Transit van and Kia Carnival. We reviewed multiple lenders, terms and conditions and advised on the loan considered most appropriate for him and the business. We then supported the application process so he could spend more time building the business.
Client videos
Watch clients talk about their experience across business, property and accounting.
Client feedback
“Thank you so much to Paul, Ross and all the team at Assured Business & Advisors. We are so overwhelmed with all the help and advice that you have given us. Trust is a very important element when in business and trust is what we have with you. You have not only helped us but have made us feel really excited about our future not only in business but for the rest of our lives. Highly highly highly recommend them to anyone.”Tracey, Director, Metro Roller Doors Repair & Service Pty Ltd
“As always, you guys make it look easy, always a pleasure to come in to such a friendly family like atmosphere. Thanks.”Anne, Accounting and Financial Planning client
“Always pleasant and willing to help. Often we as customers need someone to just LISTEN! You are always prepared to do just that and I commend you for it.”Ed, Accounting client
Historical outcomes reflect the named clients and circumstances described. They are not a forecast or guarantee. Information on this website is general in nature and does not take into account your personal situation.
Tell us whether you need business and tax, financial-planning or lending support.
Send an Enquiry*New Financial Planning, Lending or Business Accounting only.