About Us
The New Wave of SMSF Accounting and Financial Planning Advisors
Unlike many SMSF Advisors on the Gold Coast, we provide end-to-end accounting and financial planning SMSF services that help maintain, comply and grow our clients Superannuation for Retirement. We understand SMSF's and have worked with over 800+ clients. This has allowed our Gold Coast SMSF Accountants and Financial Planners to provide a proactive service when it comes to self-managed superannuation funds.
Our Mission.
Our mission is to empower our clients to achieve their financial goals and aspirations through expert advice, innovative strategies, and a client-centric approach.
We believe that every client is unique and therefore requires a tailored approach to their superannuation and retirement planning.
Our team of experienced Gold Coast SMSF accountants and financial planners work collaboratively to deliver goal-driven outcomes and results, providing our clients with the knowledge, tools, and support they need to take control of their financial future.
At our firm, we are committed to building long-term relationships with our clients based on trust, transparency, and mutual respect.
Our
Vision.
Our vision is to be a leading provider of SMSF accounting and financial planning services in Australia, renowned for our innovative and results-driven approach to retirement planning and tax minimisation.
We strive to deliver exceptional client experiences and outcomes through our deep expertise, personalised advice, and commitment to excellence.
Our goal is to become a trusted partner for our clients, supporting them on their financial journey and helping them achieve their retirement dreams.
We aim to set the standard for SMSF accounting and financial planning in Australia, driving positive change in the industry and empowering our clients to take control of their financial futures.
Recent News
Our Directors.
Our SMSF business is dedicated to providing an all-in-one service that empowers our clients to achieve their financial goals and aspirations. Our comprehensive approach to SMSF accounting and financial planning ensures that our clients receive personalised advice and support that is tailored to their unique circumstances and objectives. Our team of experienced professionals are result-focused, committed to delivering outcomes that help our clients take control of their financial futures. Whether you're just starting your SMSF journey or you're a seasoned investor, we offer a range of services to support your needs, including SMSF setup and administration, investment strategy advice, tax planning, and retirement planning. At our business, we believe that successful SMSF management requires a collaborative and holistic approach, which is why we work closely with our clients to understand their needs and develop customised solutions that deliver real results.
Wayne Kampen
Director Financial Planning
Reuben Bergola
Director Accounting