Services
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
- Business Consulting
- Self-Managed Superannuation