Financial Services


Insurance Broker – Personal Advice, Exceptional Protection

Tailored insurance solutions with advice you can trust.
Business Insurance | Marine Industry Insurance | Commercial Property Owners | Transport & Logistics Unoccupied Properties |Pleasure Craft & Personal Water Craft | Residential Landlords | Prestige Home & Contents
0455 INSURE | 0455 467 873 | (07) 3393 3429
Financial Milestones

Derek Miles, Principal of Financial Milestones, the likeable Accountant who explains Tax Speak so normal people can understand and it won’t cost you the earth (or your firstborn!)

Typically the kind of people I work with are business owners or working professionals who want to increase their future prosperity.
The biggest challenge they face is consolidating different advice from different professionals, relatives and friends in relation to setting themselves up for financial freedom.
Often because the advice they get is so diverse, it doesn’t suit their personal circumstance.
In addition to regular accounting services I am also a specialist finance broker and can give very valuable tax advice in relation to investing with Home Equity or Self-Managed Super Funds.
As an accountant, I don’t sell products and can provide unbiased advice based on your specific circumstance.
With Financial Milestones, you’ll get the most effective strategy possible to maximise your potential for wealth long into the future.
Better financial management is an important part of this process and we believe there are three key components to achieving this goal. They are:

*Paying less loan interest and fees
*Paying less tax and
*Developing better financial management skills

No client is too small and no client is too large and every client is fully appreciated in my business.
07 3396 7757
07 3348 5530
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First Class Accounts Wynnum

Certified Bookkeeping Specialist – Give me your books and I will give you back your life.
At First Class Accounts Wynnum we are more than just Bookkeepers, with over 20 years’ experience as a professional Accountant, and passionate about seeing Small Business succeed.
We provide a range of services to business owners which can be structured to suit their individual needs.  These services are designed to give you more free time to spend on important things like growing your business.  In conjunction with your accountant, we can help ensure there is an accurate accounts process with up to date information on how your business is performing.

We are partnered with the accounting software MYOB, Xero and Reckon and will create detailed reports to help monitor and manage your business.

Let us assist you and your small business with the following;

Bookkeeping Services
Cashflow Solutions for Small Business
Consultation in Business Financial Reports and Analysis
Debt management
Software Training
Stock Control and Inventory

Follow our Facebook page, or connect with Helen on LinkedIn  –
0450 422 002
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McCarthy & Co

Grant McCarthy of McCarthy & Co Taxation Accountants: offices in Wynnum and Springwood.
Grant McCarthy, principal and owner of McCarthy & Co Taxation Accountants, recently moved house to Chandler. He began to pick up new clients in the area from talking to the tradies who came to put the finishing touches on his new home.
“It’s a great family area and we’re committed to staying in the area,” he said.
Mr McCarthy is a certified practising accountant and specialises in small to medium business tax. He decided to respond to the need on the bayside by opening a practice in the bayside to complement his longstanding office at Springwood. He is passionate about the intellectual challenge of keeping up with the changing rules and regulations of tax and helping clients achieve the best outcome.
Mr McCarthy saved one of his clients $2.07 million in penalties and interest recently.
Tax and Business Advice | Financial Statement Preparation | Income Tax Return Preparation and Lodgement
07 3208 0488
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Optimum Recoveries

Optimum Recoveries specialises in B2B commercial debt management across the full spectrum of the credit cycle. We work with clients across a range of industries to deliver customised and integrated solutions with sustainable results. Talk to us about how we can alleviate the pain of debt recovery and safeguard your business against future cash flow issues.
1300 556 937