Accounting Services

We make things simple enough that you can keep doing what you do best while knowing that your accounting needs are being taken care of.

My Wealth Solutions offers a full suite of accounting services.

We get it, accounting – regardless of whether you’re an individual or a small business owner – can be confusing enough as it is.

That’s why we’re here to help.

Our accounting experts have over 40 combined years of experience in everything from income tax advice to asset protection strategies.

By having your accounting experts work closely with your team of financial advisors, we are able to provide a complete financial plan that helps you get where you want to go.

  • Not sure whether you’re getting the most out of your tax return?
  • Want to know how you can reduce your corporate tax rate?
  • Need to establish a steadier cash flow for your business?

My Wealth Solutions can help.

Our accounting services include:

  • Income tax advice and tax planning
  • Business setup, structuring and strategy
  • Self-managed superannuation fund advice
  • Getting the most out of your BAS

Our team of accounting experts are all registered tax agents and have over a decade of experience in a variety of industries.

They are here to help and can offer services in everything from creating realistic revenue forecasts for your business to managing your debt.

Together, they draw on a wealth of experience and knowledge to make sure that your accounting is being optimised to meet your financial goals.

In other words, you’re in very safe hands.

Let Us Know How We Can Help

Finding The Right Accountants

Maybe you’re looking for a small business accountant who has hands-on experience running their own business. Or maybe you need a tax advisor who can make sure that you’re meeting all your obligations. We can help.

A financial advisor wants to help you grow your wealth. An accountant makes sure that your tax and business assets are performing as well as they should.

A good accountant looks at a small part of your financial journey. A great accountant should take a holistic approach and work with you to meet every single one of your personal financial and/or business goals.

At My Wealth Solutions, we think big.

We Offer The Complete Package

To truly make sure your financial future is being taken care of, your accountant and financial advisor should be in close communication.

We do things one step better and encourage collaboration between our accounting services team and our financial advisors, so you can rest easy knowing that your accountant is looking at your big picture.

Make your accounting simple with My Wealth Solutions’ full suite of accounting services and make sure you’re getting the most out of your financial future.

To help us get a better picture of your current financial world and accounting needs, we offer an obligation-free initial meeting.

During this meeting, we’ll work with you to create a complete overview of your financial situation and design the perfect plan to fulfil your accounting requirements.

CLIENT TESTIMONIAL

Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D
CLIENT TESTIMONIAL
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!
Rochelle
CLIENT TESTIMONIAL

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E
CLIENT TESTIMONIAL

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M
CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D
CLIENT TESTIMONIAL

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.
CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.
CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.
award winning and highly recommended

We specialise in making accounting simple for you.

Don’t let your accounting needs become overwhelming.