Financial Planning Services

When it comes to financial planning, there are a range of factors to consider. From superannuation to pensions, investments and work-life balance goals, it’s difficult to know what to prioritise.

At Dependable Accounting and Taxation, we can help you. As tax and accounting professionals, we can map the right course to a secure financial future for you.

Get Peace-of-Mind. Worry Less About Money

Our financial management experts have one goal and that is to make sure you have peace-of-mind and worry less about having enough money later in life. We specially tailor a financial plan to your current circumstances and retirement goals. We guarantee that you will meet with your financial planner on a regular basis to review your strategy to ensure the best long term results. Regardless of your personal situation, it is never too late to start.

Our Approach

We employ two reliable approaches that will chart a solid, predictable and financially rewarding future for you. These are:

  1. Using today’s savings to create future wealth and assets. Our wealth creation advice and services will ensure you have a mixed portfolio where today’s assets grow in value over time to meet your future needs.
  1. Protecting your income and your future with professional advice and services for:
  • Self-Managed Super Funds – we can help you setup your own self-managed fund and show you how to be in control of your later years
  • Employer Superannuation – get a professional review for practical advice on your super
  • Pre-retirement Planning - professional consultation and evaluation to prepare for life after work
  • Post Retirement Planning – how to make your savings and assets last the distance
  • Personal Insurances – trauma, life and income protection for you and your family’s security

You can take advantage of Dependable Accounting and Taxation’s one-stop shop for all of your accounting, taxation and financial planning. Save on unnecessary taxes by seeking the services of a tax accountant to guide your self-managed superannuation fund and wealth creation goals into retirement.

Contact us for a free consultation to discuss your long-term financial plans. Secure your financial future by calling 03 9898 8200 or visiting our Box Hill offices today.

Contact Us

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  • Over 20 years' experience

  • Efficiency in what we do

  • Professional in how we act

  • Integrity in how we work

  • Innovative i n our processes