Welcome
We are Tax Accountants and Financial Specialists in Perth specialising in taxation and accounting services, as well as investment and financial services.
The foundation of our Practice being a tax and accounting firm allowed the formulation of a synergistic approach in offering a range of additional services including investment, life insurance, retirement planning and residential lending services, operating as Wealth Psychology Advisory & Compliance.
We specialise in complex tax issues, estate planning, financial planning, home loan finance and property investment finance for beginners and seasoned investors.
​
Click on one of our services below to find out more.
Taxation Strategies
We have over 37 years specialising in tax accounting for individuals, businesses, companies and trusts, as well as complex structures.
Investment Strategies
Our financial planning team can assist with all levels of investment advice, insurance, estate and retirement planning, complimenting our tax accounting team.
Lending Services
We have a dedicated finance broking team who help our clients get the right loans based on their unique circumstances, complimenting the overall accounting and investment strategies.