The Private Financial Group’s founding partners are both Chartered Tax Advisers with a wealth of knowledge. Backed by several other Certified Practising Accountants and support staff, you’re in safe hands.

Your practical needs and goals are listened to carefully before a tailored plan is put forward. Besides giving solid accounting advice, PFG are one of the few who work with the business owner on their retirement planning and superannuation.

Our partnership with Lifetime Wealth Partners and Enable Finance (Astute, the mortgage brokers) means your financial needs are looked after well, by people who care.

If suited, we can also set up Xero or MYOB online accounting for you and train staff on this. Systems are important to get your business ready for the fast-moving digital economy.

 

Our Aim and Values

Our mission is to take business owners and wealth builders to a state of clarity around their financial goals and direction.

Four basic values underlay our service:

  • Team Effort - harnessing the vast knowledge and experiences of our team, we tailor services to your unique situation and needs.

  • Two-way Communication - always providing support through responsive communication, reliable and effective accounting solutions. 

  • Innovation in practice - putting into practice new systems and software technology and keeping up-to-date with effective technologies.

  • Leading by example - since we’ve already implemented the software and strategies we suggest, our advice to you is based on real life understanding of the benefits.


“Since joining Private Financial Group, we have enjoyed the outstanding service that is always provided in a timely manner, something other Accountancy firms struggle with. Tony and Leesa provide excellent advice and know all aspects of Tax and SMSF laws.”

— Philip & Kylie