Financial Services

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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.

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Business Phone Number: 07 3396 7757
Business Fax: 07 3348 5530
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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  –

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Business Phone Number: 0450 422 002
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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

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Business Phone Number: 07 3208 0488
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MK Wealth Solutions is a full-service financial advisory practice specialising in Superannuation including Self-Managed Super Funds (SMSFs), Direct Equity Portfolios (within and outside Super) & Investments, Retirement Planning and Lifestyle Protection.

We also offer a range of ancillary services, including Mortgage Broking and Estate Planning.

Whatever your personal financial situation and goals, MK Wealth Solutions partners with you to find a practical solution and put a long term financials strategy in place.

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Business Phone Number: 1300 975 440
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Specialist Adjusters is a boutique loss adjusting practice established by Peter Brown in January 2020.
The company is located in Brisbane, Queensland and has associations nationally throughout Australia.
The business provides a specialist and expert service to its clients comprising local insurers, overseas insurers, the London Market, self-Insureds and lawyers. In particular Specialist Adjusters is recognised for its experience and expertise in providing a high standard of investigation, prompt reporting incorporating legal considerations, policy interpretation and quantification leading through to skilful and commercial negotiations to achieve the best and most economic results for clients. All this is achieved utilising a most competitive costing structure.
At all times Specialist Adjusters conducts its business with scrupulous honesty and integrity with all stakeholders. The company is governed by the Codes of Practice and Privacy Guidelines set out by the Australasian Institute of Chartered Loss Adjusters and governing organisations of the insurance industry.

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Business Phone Number: 0421 858615
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Vibrant Business and Bookkeeping Services is more than just an accounting and business advising firm:
Our mission is to empower business owners to understand their numbers so they can make clear and strategic business decisions to grow and develop a business they love.
We put small businesses owners back in control by providing cash-flow analysis, business development coaching and helping with all ‘the fun stuff’ including bookkeeping, BAS, administration systems & accounting software setup.

We love Xero and are experts in this accounting software!

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Business Phone Number: 0438 364 060
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