Finnegan Partners' team provides families and individuals with a wide range of professional accounting services.
We assist our individual clients with the preparation and electronic lodgement of their income taxation returns.
We assist our clients to meet their long and short-term financial goals by helping them to plan their finances, map out family budgets and identify opportunities to save money.
We help our clients to structure their financial assets to maximise their income position and achieve the most tax-effective financial position for the life stage they are at through strategic financial planning.
We assist our clients to minimise taxation and maximise savings on estate administration costs through effective succession planning and estate planning services.
We offer our clients strategic retirement planning, our network of financial planners, mortgage and loan brokers, and other financial service providers providing comprehensive support to meet your financial requirements.
Our network of legal representatives can assist you in the preparation of wills, contracts and other legal agreements.
Whether you are looking to start a family, planning to purchase your first home, or looking forward to retirement, the team at Finnegan Partners will provide a bespoke personalised service that helps you prepare for the major financial milestones in your life.