Welcome to Best Solution

We offer the depth and breadth of financial services to assist you achieving financial freedom and live your dream life.

Taxation Services​

Financial Accounting​

• Income tax returns
• Tax planning
• Fringe benefits tax
• Salary packaging
• All tax related matters​ ​

Estate Planning​

• Advice and assistance in respect of retirement planning, will trusts and estate asset management.

• Financial Statements
• Management reporting
• Budgeting
• Cash flow projections
• Financial analysis ​

GST Services​

• Registration
• Preparation of quarterly or monthly Activity Statements
• Lodgement of activity Statements
• Advisory services

Whether you’re looking to take your investment portfolio to the next level or you’re just getting started and want to learn how to invest and build wealth, we’ve got you covered. 

OUR ADVICE PROCESS

UNDERSTANDING YOUR CURRENT SITUATION AND GOALSIn getting to know you, your adviser will ask you questions about your current financial situation and budget, including:

• What’s important to you and your family?
• What are your most urgent needs?
• What would you like to achieve in the future?
• What’s your attitude towards investing?
• Who else do we need to consider in creating your plan?
• (e.g. spouse, family members, business partners, etc.)
• What other issues do we need to consider?

RECOMMENDED STRATEGIES AND FINANCIAL ADVICEYour adviser will create a set of strategies to help you to meet the financial and lifestyle goals you discussed in your first meeting. These strategies may cover:

• Wealth creation and investing.
• Superannuation and retirement planning.
• Wealth protection.

IMPLEMENTING YOUR FINANCIAL PLANYou and your adviser will agree the strategies that will be put into practice. This may involve:

• Setting up new investments or transferring existing ones.
• Consolidating superannuation accounts.
• Establishing regular super contributions.
• Putting in place wealth protection policies.