All your financial needs in one place
Success comes from:
- Being organised.
- Staying in control.
- Staying focused on your goals.
- Measuring, improving and implementing.
Common issues we solve
Paying too much Tax
Are you burdened with excessive taxes, unexpected bills, and cash flow issues? We help optimise your tax strategy to ensure you're only paying your fair share, avoiding surprises.
Wrong Business or Investment Structure
Having the wrong structure(s) could be one of the reasons you may be paying to much tax? Reduce your tax burden and keep more of the money you make with structures that suit your circumstances.
Stagnant Business
Do you feel like it is ground hog day every day? Struggling with recurring issues in your business? From staffing challenges to cash flow crunches at BAS time, we help you break through barriers and revitalise your operations and giving you and the business real purpose again.
Family & business asset not protected
Protecting your home, investments, and business equity is crucial. Transfer your wealth to a Family Protection Trust with no CGT or stamp duty, shielding your assets from unforeseen risks for all business owners and investors.
Never having enough money
If your business is busy but not profitable, we'll help you shift focus from revenue to sustainable profitability. Don't just work hard for little return, optimise your operations to generate a strong bottom line while ensuring your business thrives financially.
Stop Wasting Time and Money on ad-hoc Strategies
It is a long established fact that we don’t plan to fail we just fail to plan. That is why at concepts and results all of our business and investment clients have a plan. A plan that makes them money, helps them pay less tax and a plan that builds and protects their wealth for the next generation while enjoying their lives now. When you become a client we will create either a business or an investor road map or both so you develop a clear direction and focus on what and how things need to be done for you to achieve your goals and aspirations. Lets be honest right up front, for you to take advantage of all that is possible you have to have all your ducks lined up. Yes you have to have all your tax returns and compliance matters all up to date so we can focus on the future, once that done you join one of our boardroom sessions where we will meet on a regular basis to develop and implement all the strategies and tactical plans that will build your business and your investments by design not by default.
Make a difference right now
For FREE
Here are some free resources we prepared to show you just how committed we are to our promise
5 Ways to Make More Money
5 simple and easy strategies in place that will help you business make more money right now. No expensive marketing campaign required.
The Parallel Strategy Paper
A property strategy that shows you what structures to use to help you eliminate debt and reduce the cost of capital gains tax to zero.
Latest insights and advice
Stay up-to-date with the latest news & headlines within the tax industry. Plus discover useful tax tips to help you maximise your annual tax return.
The difference between Power of Attorney and Enduring Power of Attorney
The main difference between a Power of Attorney and an Enduring Power of Attorney is that an enduring power still has effect even after you loose mental capacity.
Is your business an investment?
Many small business owners plough every dollar they make back into the business and why wouldn’t you when the business is doing well. If your business is making 10, 15 or even 20% return every year; it makes huge sense to invest back into your business.
Five reasons why young people need a will
Remember when your parents used to say that you were growing up too fast? And you thought, it’s not fast enough as you could not wait to do all those once you were an adult.
FAQ
Most frequent questions and answers
Concepts & Results is a one-stop shop for all your financial needs, offering bookkeeping, accounting, mortgage broking, financial planning, estate planning, and tax compliance services.
We help businesses pay less tax, keep more of their earnings, and improve financial efficiency through tailored strategies and comprehensive financial services.
Our commitment to precision, reliability, and a holistic approach to financial services sets us apart. We ensure no shortcuts, providing peace of mind and accurate financial management.
Yes, we offer services that cater to both individual and business financial needs, including asset protection, succession planning, and business performance reviews.
Our team has years of industry experience, bringing a wealth of knowledge and expertise to help you achieve your financial goals.
We provide comprehensive tax planning and compliance services, ensuring you minimize your tax liability while staying fully compliant with all regulations.
You can get started by booking a free 20-minute strategic session through our website, where we’ll discuss your financial goals and how our services can help you achieve them.