Seeking strategic financial advice in Geelong

Businesses and individuals alike can benefit from expert strategic financial advice in Geelong.

We all want to grow our wealth, be financially secure and enjoy a comfortable retirement. But how do we actually go about achieving those goals?

At CD&G Accountants, our knowledgeable team has years of experience providing strategic advice to help clients manage their finances and meet their financial goals.

Whether you are a third-generation retailer, own a farm or work for a small business, we can help provide carefully-considered recommendations in areas including tax planning. It’s all about making sure you have the structures and strategies in place to built a strong financial future. And the earlier you start, the better.

Obviously everyone’s circumstances are different. There’s no ‘one size fits all’. We tailor our advice to each specific client, with information built from a thorough review of their situation and financial goals.

Once we’ve got a full picture, we’re then able to present the client with custom-fit advice in certain areas. For example, our recommendations could help a business with planning in relation to capital gains tax or, for an individual, with estate management.

We offer strategic advice in areas including:

• Taxation planning and compliance;
• Succession planning;
• Asset protection;
• Self-managed super funds;
• And property investment.

Our accountants are clear communicators. We have a passion for delivering quality accounting services and are committed to providing advice that’s understandable, insightful and practical. It’s about improving your situation  so you can enjoy a better financial future.

Whether you want help setting up a self-managed super fund structure or targeted tax minimisation strategies to help grow your finances, talk to CD&G Accountants today.

Please don’t hesitate to contact us on (03) 5229 7191 to book an appointment with our experienced team in Geelong.