Whether it's protecting you and your families assets into the future or overcoming the fears and doubts around starting your business, we have you covered.
Assured Business and Wealth Advisors are a firm of approachable professionals, focused on listening to your concerns and providing you with confidence to take control of your financial life.
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5 customer reviews
Amanda James
Paul is a true professional who is also so personable and caring. I would recommend him and his business to anyone!
Reviewed on Facebook
Simon Chappell
good people doing good work.
Reviewed on Facebook
Shuttz Fact
Great friendly people. Willing to go the extra mile for the customer.
Reviewed on Facebook
Belinda Davies
Looking for an accountant that cares, this is the place to go. Had our tax done with Paul this year & couldn't be happier. Will definitely go back & use them for all our future financial business. Thank you again Paul More...
Reviewed on Facebook
Sylvia Gagliardi Vickers
Professional and friendly service ... they are the absolute experts!! Wouldn't go anywhere else! Thank you Ross and team!
Reviewed on Facebook
Business and Tax Advisory
We are all about R.E.S.U.L.T.S
At Assured Business & Wealth Advisors we’re clear that we’re measured by the pure value we create for and with you. We want to drive more revenue, enjoyment & profits for your business.
Our R.E.S.U.L.T.S program does that in a totally unique way. It’s not for everyone, but
it's a structured program that may be for you.
Increased Revenue
How well do you understand your revenue drivers? We can help you review the numbers in your business, identify your revenue drivers, and will help you enhance your total revenue as a company.
More Enjoyment
Picture it. The moment you decided. To take the leap and be your own boss. Excitement and trepidation. Knowing you’ll be putting in the hard yards. And knowing it’ll all be worth it for the freedom you’ll ultimately achieve. To live life on your terms.
Excess Surplus (aka Profits)
In 2020 and beyond businesses are moving towards being more purpose driven than driven by profits ... what's amazing is that purpose powers profits. So how well are you doing profit-wise?
Contribution to UN Global Goals
We believe every business would become better by aligning with the UN Global Goals - a bold plan to eradicate poverty, reduce inequality & addressing the urgency of climate change.
Tracking Leads
Today's leads are tomorrow's revenues and the next day's profit margins so if you want to keep a finger on the pulse of your cashflow - leads are key.
Better Total Clients
Did you know that a 10% increase in Total Number of Clients, a 10% increase in How Often they Buy from You and a 10% Much They Spend with you results in a in 67% increase in business revenues.
Improving Something Personal
Businesses for Good, exist for the good of their team, their clients, their communities and their founders (YOU). So what improvements would you like to see in your life - more date nights, less kilograms or something else?
Financial Planning
Financial planning can be a daunting task, but our financial planning process is designed to be easy on you.
We discuss your current situation, goals and objectives and build strategies to help you get to your preferred goal – whether that is saving for a new house, ensuring you have enough to provide for you & your family or approaching retirement and starting to build funds for your future.
We can help with Superannuation, retirement planning, investments, insurance planning, social security (Centrelink) & estate planning.
Lending
Assured Lending Solutions can help you with lending advice for your personal or business needs.
Our vast experience in loans and finance can offer you a complete solution for all your lending and finance needs.
Paul is able to assist anyone – from first home buyers, to those looking to refinance, take out a loan for their business or buy an investment property. Our firm has a panel of loan providers to select from – ensuring you get the loan that’s right for you!
We are also able to discuss loan structure and terms with you – for example, offset and redraw facilities, variable and fixed interest rates, repayment terms and leasing terms including residual terms. We also offer an annual review of interest rates to our existing lending clients to ensure that your interest rate remains competitive.
In addition, we can arrange for your current loan(s) to be reviewed on a no-obligation basis to ensure that you have the loan that best suits your financial needs.
Just because your current loan was once competitive – it doesn't mean it still is!
