As of 1 October 2015 Online Accounting and Taxation Solutions has changed name to Affinitas Accounting, you have now been redirected to the new page.

Your Expert Financial Planners Brisbane

Are you looking for financial planners that can help you manage your finances and financial goals? At Affinitas Accounting, we go above and beyond. We believe in providing our customers with the support they need to grow and achieve long-term success.

This is why we provide our clients with year-round support and professional advice. If you are looking for reliable financial planners, the Affinitas Accounting team can help!

 

Want to speak to one of our experienced specialists?

 Call Us Now!

Financial Planners Brisbane - Person writing in book with calculator

Financial Planners Brisbane

Choose Our Professional Financial Planners

Affinitas Accounting specialises in accounting, management, administration and financial planning. We provide a balance of personal interest with the ability to meet a broad variety of financial planning needs. All at affordable prices!

Our goal is for you to feel as if you are our sole client. Your business priorities are our priority and we will work to help you manage and reach your financial goals. Our philosophy regarding our financial planning services is to offer the best accounting services possible while striving for 100% customer satisfaction.

Focus on your business or family life while achieving your goals! Our financial adviser and planning services are available to help you. We aim to make your finances as simple and easy for our clients as possible. The key to making good financial decisions is high-quality financial advice.

You need advisers and planners who can get to know you, your business and your family. These advisers need to be able to assimilate, analyse and explain information to you in all important financial areas. We have a team of certified financial planners who offer relevant and timely advice to help you achieve your business and personal financial goals. 

What do businesses and individuals look for when selecting a financial planner? 

  • Trustworthiness
  • Competence
  • A principled approach
  • Good, timely communication 
  • Proactive reporting 
  • Expert advice
  • Experienced specialists

Affinitas Accounting is committed to your success. As a team of professional financial planners with over 20 years of experience, we help you maximise your financial potential.

 

Here are what our customers have to say about our financial accountant services:

 

Financial Planners Brisbane

Contact a Financial Planner Today

Call Us Now!


Financial Planners Brisbane

Expert Financial Planning

1. Plan strategies and manage the day-to-day challenges of being in business.

We take pride in being an important financial partner. Whether it’s a simple enquiry or a more complex financial situation that needs analysis, we always keep in touch. Get in touch with one of our Brisbane Accountants today.

2. Meet your tax requirements and minimise your tax burden

Taxation and GST liabilities need to be monitored and planned. Our approach is to stay involved. We analyse and monitor your numbers throughout the year and tackle issues before they become a problem! If the Australian Taxation Department needs to be contacted about your situation, we will represent you. 

3. Manage cash flows

Keep your money in the bank, where it belongs. Understanding the differences between profit and cash flow is one of the keys to financial success. Income and expenses must be controlled and monitored. Our Brisbane accounting team and wealth managers can help you implement strategies to keep your finances under control. 

4. Advice on investment and superannuation strategies

If you own a profitable business or receive a steady income, it is highly recommended to invest in this money. Our investment management and superannuation team can work with you to develop wealth-building strategies.

Whether it be property, shares, managed funds, superannuation or geared investments, we have financial advisors you can talk to.

5. Professional advice related to income protection 

While your wealth is growing you need to protect your family and future. By having appropriate levels of business or personal insurance in place, you can have peace of mind that you and your income is protected.

Our team of risk specialists help you understand the differences between death, total & permanent disablement, trauma cover and income protection. They then calculate levels you need of cover you require and source quality policies. Most importantly they are there to guide you through the process should you need to make a claim.

Financial planners Brisbane - woman writing on paper

Financial Planners Brisbane

Our Financial Planning Services

Managing your money and minimising your tax burden is not just a technical exercise. It not only reduces unnecessary spending, but it also helps you move forward with confidence. Let us help you manage and maintain your finances with a trusted advisor.

When you work with our financial accountant, we’ll be in your corner fighting to do the following:

  • Reduce your tax each year
  • Maximise your investment in your future
  • Optimise spending
  • Review your outgoing fees to improve spending efficiency

Our experienced and professional financial accountant services have your best interests in mind, for your success. Here’s what you can expect from us: 

  • Prompt communication
  • Advice with your businesses best interests in mind
  • Fixed price quotes
  • Free phone call enquiries
  • A diverse team of highly trained financial accountants

To make informed decisions for your future, you need a team of people that are invested in you. We help analyse and explain important financial terms that ensures you have all the knowledge and information needed to make informed decisions. We believe there is a lot of value in being able to relieve you from the burden of that financial uncertainty.

If you are looking for financial planners in Brisbane, let us help you move forward towards the success you deserve today!

 


Financial Planners Brisbane

Professional Financial Planners: Partner with Us

If you’re ready to work with financial planners that will look after your best interests, get in touch with us today. We offer a range of services, namely: 

  • Employee tax and finance
  • Small and medium business tax
  • Finance and Cashflow
  • Superannuation, Investment and Risk Assessment

We are a reputable accounting firm comprised of professional financial accountants and planners. We have been providing expert accounting services to businesses and individuals across Australia from our offices and remotely.

At Affinitas Accounting, we work with business people, individuals, professionals and investors who are focused and striving for better cash flows, improved profits, growth opportunities and achieving excellence.

Our friendly, professional financial planners and tax agents can help you with timely and relevant advice that is necessary to achieve your financial goals.

Affinitas Accounting is more than just financial planners who prepare and review last year’s numbers.  We are partners who can provide proactive and practical guidance, backed up by a variety of experience and knowledge.  The team at Affinitas Accounting work together to ensure we cover all your personal and business needs.  

We will keep your business healthy and heading in the right direction with quality Business and Management advice.  All your Accounting, Tax and Bookkeeping needs are in good hands with us. We know that having the right finance and cash flow management systems in place is important for business owners.

Ensuring your finances are in healthy shape can be a daunting task. Let us tailor our financial services to suit your needs, requirements and goasl! We will work with you to create a plan to improve growth, limit unnecessary spending and increase your bottom line.


Financial Planners Brisbane

Ready to Get in Touch?

Call Us Now!

Financial planners Brisbane - laptop and notebook

Financial Planners Brisbane

Expert Financial Planning Services

At Affinitas Accounting, we aren’t just your financial planning service providers. We are your partners, providing expert financial advice that can help you see financial success and growth. A thorough understanding of business and financial structures means our experienced team can help navigate complex accounting obligations.

Are you trying to maintain your financial systems as well as earn an income? We can help with a sound accounting structure and a financial plan that will guide and help you avoid common pitfalls.

Our Values as Financial Planners

Ethics: Doing the right things for the right reasons

Future Pacing: We consider all outcomes and plan accordingly

Maximum Value: Our focus always is on your success


Financial Planners Brisbane

Frequently Asked Questions

Is Affinitas Accounting Open all year round?

Apart from a two-week shutdown over the Christmas/ New Year period, we are online tax accountants that are open at least five days per week all year round. This includes being open some evenings and Saturday mornings during tax season – from July to October.

Do I need to make an appointment?

For a one-on-one interview, we advise that making appointments is best, especially during tax season. If attending an appointment is difficult, we have online options via our much-used email tax checklist. This allows Affinitas, as Brisbane tax accountants, to service clients throughout Australia.

How long will my refund take?

Circumstances can vary for each client, but if your return is relatively straightforward, you should allow at least 14 working days for ATO processing.

Does Affinitas Accounting charge for every phone call and/or email?

Different firms have different policies in this area. We are online accountants that generally do not charge for answering a phone call or email from our clients, except in circumstances where the answer to a question may involve extensive time and research.

Is the Affinitas Accounting team experienced?

There are more than 100 years of combined experience in the Affinitas tax accountant team. We are online accountants with expert knowledge in a wide range of industries, from medical professionals to trades and transport businesses, property developers and investors.

Contact: Affinitas Accounting North Brisbane

For more information call Affinitas Accounting on (07) 3359 5244 and speak with one of our team members at our  Brisbane Accounting office today!

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