HJC Accountants & Business Advisors
At HJC Accountants & Financial Advisers, we are a longstanding, proactive, and evolving practice that has been providing accounting and taxation services to individuals and Small to Medium Enterprises (SMEs) since 1985. Based in the Geelong area, the practice is composed of seven professionals, including Certified Practising Accountants & Financial Planners.
Our comprehensive range of services includes tax planning strategies, preparation of income tax returns for various business structures, self-managed superannuation fund tax returns, completion of monthly and quarterly business activity statements, business structure advice, maintenance of compliance activities for complex structures, preparation of financial accounts and reports, and completion of rental property and fringe benefits tax returns. Additionally, we offer expert advice on capital gains tax calculations and investment strategies.
We firmly believe in the benefits of long-term investing and the importance of a well-constructed investment portfolio. Our dedicated team will discuss the trade-off between risk and return, helping you determine the right asset allocation for your investment goals.
Retirement planning is another key area of our expertise. Whether you're nearing retirement in the next 12 months or within the next five years, we understand the significance of proper retirement planning. Our team work closely with you to ensure you have enough funds to afford a comfortable retirement while also maximising your retirement savings for the lifestyle you desire.
Our client-centric approach involves a step-by-step process to ensure your financial goals are met. It begins with an initial appointment, during which we understand your needs and determine if our advice is suitable for you. Following that, we collect the necessary information, develop tailored strategies, and conduct financial modelling to evaluate different outcomes. We then present your personalised financial plan, including recommendations and alternative strategies. Once you're satisfied, we guide you through implementing the plan and provide ongoing support. Regular reviews ensure your strategy remains aligned with your goals and takes advantage of any changes or opportunities.
Choose HJC Accountants & Financial Advisers for a proactive and attentive approach to accounting, taxation, and financial planning services. We are here to navigate the complexities and help you achieve your financial success.
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