Horsey Jameson Bird’s recommendations and financial planning strategies are tailored to meet the specific needs of each client and their individual circumstances.
This process of us collaborating with our client greatly increases our ability to achieve their financial goals and our decades-long track record is reflective of those outcomes.
HJB services provided include and are not limited to:
Financial Planning Advice
Investment Advice
Regular Savings Advice
Superannuation Advice
Salary Packaging Advice
Corporate Superannuation Advice
Retirement and Estate Planning Advice
Life Insurance Advice
Centrelink Advice
Portfolio Reviews
Business Planning Services
Additionally, we provide advice on shares, unit trusts, master funds, superannuation, annuities, allocated pensions, debentures and other fixed interest investments, insurance bonds, endowment warrants, life insurance, income protection insurance, trauma and disability insurance.
Our Accounting & Taxation Services include:
Preparation and Lodgment of Income Tax Returns
Taxation Planning Strategy
Business Structuring Advice
Business Performance Assessment for acquisition or sale
As a registered Tax Agent, Horsey Jameson Bird Taxation Services Pty Ltd (A.B.N. 35 087 113 371) has a longstanding history of offering tailored solutions to clients for their accounting and taxation needs.