Financial Planning

Sandercoe Accounting provides an integrative approach to financial planning and taxation advice to grow your wealth. Financial advice and taxation advice are so closely related, you cannot provide good advice without considering both in a holistic manner.

The economic situation in Sydney and Australia is constantly changing. Market activity fluctuates, government policies change and affect insurance policies, and compliance requirements vary as time goes on. Sandercoe Accounting takes note of this when providing you with high quality and trustworthy financial advice.

Sandercoe Accounting Pty Ltd holds a Limited Australian Financial Services Licence (AFSL) Number 485227.

Our Services

We are authorised to provide personal advice to both retail and wholesale clients in relation to the following classes of products:

–       Establishing a Self-Managed Superannuation Fund

–       Superannuation contributions

–       Superannuation pensions

–       Basic deposit products

–       General insurance

–       Life risk insurance

–       Simple managed investment schemes

–       Shares and Securities

Financial planning is an ongoing process and is unique for every business and their needs. When we act as business advisors and provide personal advice to our clients, we take all your information into account. We then provide you with the facts you need to make an informed decision as to what will suit you best.

Being a Xero Certified Advisor

Xero is a cloud-based accounting package based in real time, giving you flexibility and information wherever you are. Our team of Accountants and Book Keepers are Xero Certified, which means that even if you are not based in Sydney, you can invite us into your Zero subscription and we can help you from anywhere and anytime.

We can also give you training so that you can better manage your Xero account yourself, and give you business planning advice as to which Xero package is best for you.

Our Experience

Sandercoe Accounting has extensive experience acting as a business advisor and providing financial and taxation advice to clients, with a particular focus on clients in the medical field and our track record with past and current clients really speaks for itself.

The assistance we provided to our previous and existing clients, we can provide to you. Not only will we review your previous documents – such as tax, Xero Accounting files and BAS (if necessary) – but we will also provide advice on business structure and how its effectiveness can be increased.

Contact Us Today

If you have any questions about our services and how we can help you, enlist the help of our professional team of accountants today! Sandercoe Accounting’s figures show time again that we are the trusted high-quality accounting team for businesses and medical practices across Sydney and Australia. Using an accounting team with specialities in medical practices could save you thousands of dollars.