Don't miss this opportunity to attend our annual property event where Australian Property Experts will discuss what they see for the property market in 2011
Written on the 10th of March 2010 by Nicholas Sinclair
PRESS RELEASE – For Immediate Release
March 10, 2010
Wealthfarm launches accounting division
Leading Gold Coast financial planning company Wealthfarm is set to become a one stop financial needs company after its recent merger with David Brooks Accounting on Hope Island.
Nicholas Sinclair, founder of the Wealthfarm Group of companies believes that the launching of Wealthfarm Accounting completes a key piece of the vision that he has long held for the Wealthfarm Group.
“I began with a goal to create an advice centre with all financial services, starting with becoming one of the best financial planning companies in Australia,” explains Nichols. “The fact that our business has grown so strongly through referrals over the past few years is proof that we have achieved that.”
“Recently we have introduced a finance division to further assist our clients, as well as Propertyfarm, an exciting new company acting as a Buyers Agent for our clients wanting to purchase investment properties,” said Nicholas. “But many of our clients felt frustrated that their accountants simply didn’t understand their long-term financial goals in the same way that Wealthfarm Financial Planning did.”
“So we decided that we needed to offer high level accounting services to complete our service offerings,” said Nicholas. “To achieve that goal we decided to look for an accounting practice that already offered a very high level of service; one that shared similar values to our own. We were delighted to complete this merger with a practice that we have long had a high regard for.”
According to Nicholas Wealthfarm Accountants not only specialise in individual taxation returns, they also offer a high level of expertise for business clients as well. Their business services include analysis of business performance against industry benchmarks to assist in identifying areas of potential improvement, advice on business structures, acquisitions and sale advice, as well as all compliance needs.
“This is a very exciting development for both our existing and future clients,” explained Nicholas. “Clients of the Wealthfarm Group now have access to a wealth of financial services, with every area understanding their individual needs and wealth creation goals. Anyone serious about creating true financial independence should contact the Wealthfarm Group of companies today on 1800 967 548, or visit the website www.wealthfarm.com.au.”
For further information relating to this media release:
Contact: Donna Meadows
Nicholas Sinclair, Stephen Pollard,
Michael Smyth and Javier Fonseca
Wealthfarm Financial Planners
ABN 77 159 754 322
Authorised Representatives
GWM Adviser Services Limited
Australian Financial Services Licensee
Registered Office at: 105-153 Miller Street
North Sydney NSW 2060
Disclaimer
Wealthfarm Pty Ltd, ACN 119 411 175, t/a Wealthfarm Financial Planners, is an Authorised Representatives of GWM Adviser Services Limited,
AFSL 230692, an Australian Financial Services Licensee with its registered office are 105-153 Miller Street North Sydney NSW 2060.
ECONOMIC OUTLOOK FOR PROPERTY 2011
Don't miss this opportunity to attend our annual property event where Australian Property Experts will discuss what they see for the property market in 2011