Our Services
Our comprehensive service offerings make WFS your first destination for all of your financial needs.
Individual Accounting & Taxation
Our taxation team have more than 30 years’ experience in complex taxation strategy and law. We assist private clients looking for straightforward taxation management through to SME and large businesses with more complex taxation goals and requiring multifaceted taxation structures to minimise tax.
Business Accounting & Taxation
Our business accounting and taxation services cater to complex financial needs, providing advanced tax planning, regulatory compliance, and financial structuring. We specialise in managing intricate financial systems, multi-entity reporting, and optimising tax strategies to minimize liabilities. Partner with us for expert guidance that ensures precision, compliance, and sustainable business growth.
Business Services
Our business consulting services offer tailored strategies to enhance efficiency, profitability, and growth. From market analysis to operational optimisation, we provide expert guidance to navigate challenges and capitalise on opportunities.
ASIC Agent Services & ATO Admin
Dealing with the ATO and ASIC can be time consuming and stressful, however our team can contact them on your behalf, making the process smoother.
Superannuation & SMSF
A superannuation strategy and/or well-structured SMSF prepares you for the future and ensures that the decisions you make now will result in a strong financial position at retirement.
Estate Planning & Wills
Estate Planning is about both you and the family. Drafting a Will ensures that all of your hard work and current financial position does not become a point of contention or cause rifts but is clearly documented and can be referenced and actioned with ease.
RELATIONSHIP PARTNERS
Additional Services
WFS collaborates with trusted relationship partners to offer a comprehensive range of financial services, empowering you to reach your diverse financial objectives effectively.
Mortgage Broking
In most instances, we can save you money and do all the hard work for you. With so many competing products on the market, we can assist you to make a daunting task simple.
Financial Planning
As part of our financial planning business, we can offer you a comprehensive range of financial services including wealth accumulation, superannuation, SMSF and retirement planning, gearing strategies, risk management, estate planning and insurance.
Apartment Investment
We can not only assist with where to buy for maximum return on your apartment investment but also tax structure, how to manage property taxes, ownership, deductions and finance.
House
Investment
If you’re looking to invest your super or savings into a house, we can assist with where to buy for maximum return on your investment, tax structure, how to manage property taxes, ownership, deductions and finance.
Property Management
Property management handles everything from tenant relations and rent collection to maintenance and compliance, ensuring your investment runs smoothly. Maximize your rental income and enjoy peace of mind knowing your property is in capable hands, delivering consistent returns and hassle-free results.
Business Insurance
Business insurance solutions offer comprehensive coverage to safeguard your enterprise against unforeseen risks. Trust us to mitigate financial losses and ensure continuity in the face of unexpected challenges.
Business Finance
Business finance provides the funding needed to drive growth, manage cash flow, and invest in essential assets. From commercial loans to equipment leasing, these services offer flexible options to suit various needs. With competitive rates and personalised solutions, businesses can achieve their goals and maintain a strong financial foundation.