Of course, we do the obvious – your tax return. But we also go the extra mile, and look after so much more than just your tax with our LifePlan service.

At J&T we focus on creating a sustainable financial future, not just doing your tax. We sit down with you and figure out why you’re working, what your goals are and plot out a few different ways of getting there. You end up feeling much more in control of your finances, with a measurable objective for your financial future.

To book your free LifePlan consultation, contact us.

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From your LifePlan, we can also help with Estate Planning and even help to get you sorted out with a suitable Will.

If you’re an individual who also happens to own a business, see how we take care of more than just your business

Other ways we can help create and build your personal wealth include:

  • SMSF Establishment and Administration
  • Financial Planning
  • Investment Portfolio Management
  • Property Investment Services