Call Us 24/7

FINANCIAL PLANNER KELVIN GROVE

Servicing clients in Kelvin Grove for 18 over years

Financial Planner Kelvin Grove

IMT Accountants & Advisers have been providing financial planning for over 18 years, Providing financial planners to Kelvin Grove and surrounding suburbs, building a strong client base along the way. We are a bookkeeping, accountancy, advisory firm serving the individual, self-employed and the business community. We adapt our methods to suit our client’s needs and are prepared to build long term productive partnerships.

 

Why choose IMT Accountants & Advisors?

Because we put your financial freedom first – we help clients:

  1. Get their financial affairs into order.
  2. Create a plan for their financial future.
  3. Guide and assist them to achieve lifelong financial goals.We help clients achieve the lifestyle of their choice. Our goal is to help 100% of our clients achieve their wealth goals over the next 10 years.

Would you like to be part of the journey?

Financial Planner Kelvin Grove

Search for us online for same day, free consultation or to make a booking.

Pricing

IMTAAA works with Kelvin Grove clients according to their budgets, we don’t aim to be the cheapest nor the most expensive. We work to give clients value for money and we work to be the best cost provider for our clients.

Our Services

Servicing clients in Brisbane’s western suburbs for over 18 years.

Accountancy

– Financial statements
– Business performance analysis
– Identify ways to increase profits and earnings
– Industry benchmarking
– Business plans
– Business structure advice
– Debt facility reviews
– Cash flow monitoring

Taxation

– Income tax returns for all entities: Individuals, Small businesses, Companies, Trusts (all types), Partnerships and SMSFs
– GST (BAS), FBT and payroll tax
– Transaction advice
– Tax planning
– Tax minimisation strategies
– Asset structuring

Financial Planning

– Risk evaluation and insurance (income protection, life, trauma and TPD)
– Wealth creation and investment strategies
– Superannuation and SMSF advice
– Retirement and estate planning

Superannuation

– Assistance with fund establishment, running or closing a fund
– Annual compliance and administration
– Advice and assistance with reporting requirements and legislation

Administration

– Corporate secretarial
– ATO audits
– Marketing and distribution plans
– Capacity planning
– Goal setting
– Contract negotiation
– Buying a business – Preparing a business for sale

Bookkeeping

– Bookkeeping
– Management reports
– Budgets and cash flows
– Financial dash board reporting
– Software selection, integration and automation
– Stock control
– Virtual CFO

Business Coaching

Milan has spent a number of years training under the guidance of well being mentors, life coaches and spiritual masters. He is able to share his insight on how being ‘energy’ aware can help you personally and your business (being and extension of your self). Let’s understand how you can create more synergy and balance.

If you have any questions, please do not hesitate to send us a message.

CONTACT US

If you have any questions, please do not hesitate to send us a message.

Copyright © 2018 IMT Accountants & Advisors.