Kallinicos & Associates

Kallinicos & Associates is the Accounting, Taxation and SMSF Administration division of our financial group. They have been providing expert Accounting, Taxation and SMSF advice for over 30 years and offer an exceptional service and the highest standard of advice. They are an accounting and financial firm who care and in conjunction with our Wealthlife Solutions Financial Planning business, enable us to offer all our clients a complete financial service. This means one advisory firm who will work in sync in all area’s of your financial life. It means dealing with a firm who have the resources and expertise to offer you specialist advice in all financial areas which we believe will achieve the optimal result for you. It also means you don’t need the frustration of dealing with 4-5 different professional advisers when dealing with a financial matter.

If you require taxation advice, tax returns and compliance, SMSF administration or would like to use the services of an accounting firm who believe in delivering value to you, then call us today or visit their website www.kallinicos.com.au.

Estate Planning

One very important consideration for anyone preparing a financial plan or giving thought to wealth and family protection is the issue of wills, power of attorneys, guardianships and succession planning.

These matters are commonly referred to as estate planning and can be extremely important to protecting your wealth and the financial planning and financial services we provide.

In order to ensure we provide you the highest level of advice we will, if necessary or requested, refer you to our estate planning specialists who provide the expert legal advice in these areas.

As part of our service we will advise you on the importance of having proper estate planning in place, the strategy behind it and how it fits in with your overall financial plan and protecting you and your family. However it is the estate planning specialists who will assist you in establishing and advising on these important documents.

If you require a referral to an estate planner or require advice in this area please contact us and we will be happy to assist.

For more information on how these can benefit you or what this can mean for you contact us today for a FREE, no obligation consultation with one of our financial consultants!