Accounting, Lending and Financial Planning Services Australia

Building brighter futures and

complete financial wellbeing

When you want to feel in control and confident in making financial decisions, the team at Palmers are here to help. We’re on your side to make life easier and help you realise and achieve your goals.

We focus on building relationships that last. Providing peace of mind to solve your concerns and challenges and empower you to feel ready and ahead of the game when it comes to complete financial wellbeing for you and your business.

Our financial expertise.

With added friendly.

Accounting

We’re accounting experts. With added friendly. Ready to take the stress out of number crunching for your business. A working relationship with an accountant and business advisor that you can trust is a key ingredient for sustainable business growth and success.

The Palmers team love numbers, and are there by your side to untangle the complexities of your accounting needs and take the overwhelm out of your financials.

We can help with financial statements, tax returns and compliance, business advice, bookkeeping, cash flow management and superannuation.

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Business Advice

When you’re looking for business and tax advice to help your business thrive, you’ve got a trusted partner in Palmers. Whether your business has been around for a long time or you are just starting out, our business adviser is there to help take your business forward.

Having an outside opinion can help add a fresh perspective to your business and provide you with opportunities to optimise your business in ways you might not have otherwise considered.

We can help with business planning, business mentor and coaching, financial advice, advisory boards, business health checks, business by design workshops and succession planning.

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Estate Planning

Having peace of mind knowing your loved ones will be looked after when you’re not here or you become incapacitated, is important. With more than four decades of experience under our belt, we know that every financial and legal decision you make, isn’t really just a financial one. Because when it comes to passing down your wealth and providing security for your family, the hearts and minds of the people you love are always front and centre.

We can help with wills and letters of wishes, powers of attorney, enduring guardianships, testamentary trusts, family business succession, superannuation nominations, estate administration, trust succession review, grants of probate and reseals, and estate property transfers.

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Financial Planning

Financial planning is focused on creating, building and protecting your wealth. Regardless of what stage of life you are currently at, it’s never too early or late to start thinking about wealth creation for you and your family. Partnering with a knowledgeable and experienced financial planner allows you to have peace of mind knowing your financial future is in safe hands.

We can help with superannuation, insurance, investments, wealth solutions and estate planning.

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Mortgages and Lending

Your lending and mortgage needs are taken care of with us. We’ve partnered with some of the most trusted financial institutions to access a panel of lending experts, ensuring we can be confident in getting you the best financing option for your situation.

Whether you’re looking for finance for a new home, your next home, an investment property, commercial property, a car, boat or even a plane, our lending specialists are here to help.

We can assist with residential loans, investments, commercial loans and equipment finance.

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Superannuation

Your retirement may be a long way off or it may be around the corner. Whatever your current circumstances, taking control of your retirement with your superannuation or even considering a self-managed superannuation fund (SMSF) could be your ticket to financial freedom. Not to mention, it’s an excellent way to minimise taxes while you’re saving for retirement.

We can help with administration, establishing an SMS, fund selection, retirement planning, investments, borrowing, property and estate planning.

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Tax

As much as we know that nobody likes paying tax we also know it’s inevitable. So when you work with us we are there to optimise your tax position, whether for personal or business, and implement careful, considered planning for your tax needs.

When you partner with a Palmers tax advisor, feel secure knowing the personalised, comprehensive tax minimisation solutions created for you will place you in the best possible position now and into the future.

We can help with compliance, business taxes, capital gains tax, audit support and restructures.

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Ready for rock solid advice?

Partner with the people who’ve proven know-how when it comes to all things accounting, business advice, lending and financial planning.

We’re rock-solid advice.

With all-in support.

Accounting, Lending and Financial Planning Services for everyday Australians

Building brighter futures and

complete financial wellbeing

Accounting

Business Advice

Estate Planning

Financial Planning

Mortgages and Lending

Superannuation

Tax

Ready for rock solid advice?