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Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at Smith Jones to guide you towards achieving your financial goals.

What We Do

We've also developed our traditional auditing and accounting practices into innovative client-focused services.

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Who we are

At Smith Jones we aim to provide you with advice when your business needs it, not just when you ask for it.

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Tool Box

View our handy online tools and resources featuring key dates, tax facts, useful links and online calculators.

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Meet The Team

Donald Lawrence
Director
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Diane McKim
Accountant
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Brian Lemos
Accountant
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Adam Avalos
Accountant
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Millie Engel
Accountant
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Mary Horvath
Reception
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Smith Jones Blog

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