Horsey Jameson Bird is a highly regarded and well-established financial planning and taxation services practice, specialising in delivering a comprehensive investment and taxation approach. Our clients benefit from an "end-to-end" integrated financial services solution.
The primary objective is to assist clients to achieve their financial goals, increase their net worth and to safeguard their families and hard-earned assets.
The financial services offered by Horsey Jameson Bird are uniquely crafted for each client, drawing upon extensive experience in the following areas:
Superannuation
Retirement Advice
Investment Portfolio Advice
Financial Strategies
Risk Analysis
Aged Care Planning
Defining Financial Goals
Cash Flow Management
Wills & Estate Planning
Lifestyle & Assets Protection
Centrelink Assistance
Tax Planning & Strategy
Registered Tax Agent
Ongoing Portfolio Reviews
We stand out in the Financial Planning Industry, backed by a proven track record and a devoted customer base. With a practice dating back to 1982, our clients have enjoyed the advantages of our services for over 40 years. We take pride in currently supporting many second and third-generation client families.
At Horsey Jameson Bird, we possess a clear vision for our future and a defined purpose for our existence. We operate based on well-articulated core philosophies that propel us forward, with strong values deeply embedded in our culture.
Our Team comprises Financial Advisors, Paraplanners, Accountants and Administrative Support Staff who have achieved recognised qualifications, ASIC and FPA knowledge, and meet ongoing training and integrity requirements.