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5 Over 152 Reviews

Accountant Services

Our accounting services will simplify managing your finances.

Whether you're starting out or need streamlined financial management, we’ll help you stay organised and compliant, saving you time, reducing stress, and giving you better outcomes.

Get Your Finances Right

Managing your finances effectively is essential for a stress-free and organised life.

Our accounting services simplify the process, offering expert guidance to help you stay on top of your financial matters.

From starting fresh to optimising your current financial management, we tailor our accounting services to fit your unique needs and goals. Let one of our skilled accountants handle the complexities, so you can focus on what matters most. Read on to learn more about how we can help you succeed.

We've Won Numerous Awards for Our Outstanding Service

What Do Our Accounting Services Cover?

Our accounting services are designed to help you manage your finances efficiently and effectively. Here’s how we can assist:

  • Evaluate Your Financial Situation: We start by understanding your current financial status, past experiences, and future goals.
  • Tailor Financial Strategies: We develop personalised financial strategies based on your unique needs, risk tolerance, and objectives, ensuring you achieve your desired outcomes.
  • Ensure Compliance: We help you navigate the complexities of tax laws and regulations, keeping your finances compliant.
  • Monitor and Adjust: We continuously monitor your financial health and work with you to make necessary adjustments to keep your finances on track.
  • Provide Ongoing Support: We offer regular updates and advice to ensure your financial strategy remains effective as market conditions and your circumstances change.

Curious about how we can assist with your accounting needs? Contact us today to learn more.

How Can Our Accounting Services Benefit You?

Our accounting services are crafted to help you achieve financial stability and peace of mind. Here’s what you can expect:

  • Achieve Your Financial Goals: We help you manage your wealth through strategic planning tailored to your objectives.
  • Enhance Your Financial Plan: Our services ensure your financial management fits seamlessly into your overall strategy, maximising your potential for success.
  • Comprehensive Support: We provide ongoing support and adjustments to keep your finances aligned with your evolving goals.
  • Confidence in Your Financial Health: With a well-structured financial plan, you can make financial decisions confidently, knowing your finances are well-managed.
A couple work through their finances on the lap top as they consider how much of a better idea it would be to work with an accountant.

A Great Accountant Can Make All the Difference

Choosing our accounting services means ensuring your financial matters are handled with expertise and care. Here’s how our professional guidance helps you:

  • Ensure Accurate Financial Records: Keep your financial records precise and up-to-date, avoiding errors and ensuring compliance.
  • Adapt to Financial Changes: Quickly adjust your financial plans as your business grows or circumstances change.
  • Optimise Your Tax Strategies: Develop tax strategies that minimise liabilities and maximise savings.
  • Simplify Financial Management: Streamline your financial tasks to save time and reduce stress.
  • Receive Continuous Support: Get ongoing advice and updates to keep your financial management effective and aligned with your goals.

With our accounting services, you’re not just managing your finances – you’re making them work for you.

Our Success in Numbers

At Direct Wealth, the numbers tell our story. With years of dedicated service, tons of experience, and countless happy clients, we’ve built a reputation for trust and excellence. 

Here’s a look at what we’ve achieved:

Years of outstanding service
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Happy & successful clients
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Years of collective experience
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Funds under management
$ 0 B+

Why Choose Us?

We make managing your finances straightforward, offering tailored advice to suit your unique needs. Our goal is to simplify the process and give you peace of mind.

Our team of accounting experts will walk you through your financial options in a clear and simple way.

Why struggle on your own when you can tap into our knowledge and support? We’re here to make things easier for you.

Whatever your accounting needs, we’ve got the expertise to help you get the best results.

Your financial situation is unique, and the service we provide is tailored to suit you.

Our accountants take the time to understand your unique circumstances and goals, providing tailored advice that fits your specific needs.

With our support, you can relax knowing your finances are being managed with care and expertise.

Keeping your finances in order can feel overwhelming, but we’re here to help.

We simplify the accounting process, ensuring you have clear and accurate financial information to make informed decisions.

With our guidance, you gain the confidence that comes from knowing your finances are in expert hands and well-organised.

Read Our Rave Reviews

These aren’t curated reviews; they’re 100% genuine.
5 Over 152 Reviews
google
Sam and Ella were excellent in providing general information for my parents who are looking to retire. Whilst we aren’t at the stage to utilise the service we are very impressed by their professionalism and genuine care.
google
Erin is very approachable and patient. She took time to understand our goals and built a customised plan for us. She walked us through it in a way that was easy to understand and allowed us to move forward at our pace.
google
Had my first meeting with Greg and Simon today.
Very professional and answered all my questions with the exact details I was looking for in a financial team.
Other companies beat around the bush.
Really friendly and down to earth team.
This is my 3rd meeting this week with a advisory firm.
Should have just contacted them first
google
I was impressed with the level of service and knowledge Lyle and the office team offered me for the obtaining of my first home loan!
Overall, the financial advice I received was invaluable in securing my first home loan! I highly recommend calling Sally to arrange an appointment with Lyle for a master in professional advice for any significant financial commitment or goal!
google
I recently had a follow up meeting with Luke Youd who has now joined the Direct Wealth team. As usual the meeting with Luke was very informative and he is always generous with his time to explain things to me – regardless of how obscure my questions might be.

I have great confidence in my dealings with Luke going forward and also with the friendly Direct Wealth staff in general, who are helpful and proactive with their communications with their clients.
google
I highly recommend speaking with Erin if you’re seeking a Financial Advisor. She is knowledgeable, an excellent communicator and honest. She listened to my circumstances and tailored a plan to my needs.
google
Great communication between the understanding of why and how. Awesome adjustment to the conversation when it comes to knowledge and excitement for an understanding of new things.

Thanks for the help Lyle, I am looking forward to the future.
google
My husband and I couldn’t recommend Luke highly enough to look after your financial dealings for your retirement. We feel in good hands with his vast knowledge and his amazing ability to provide us with prompt advice. Luke is astute and has great personality, our catch-ups are never boring 😊
google
We had a great experience with our last visit, now that hubby is 67yrs of age, they guided us in a few ways to repay our 2 loans. We couldn’t be happier and alot less stress considering, Warren couldn’t receive his full pension because I’m still working. We highly recommend Direct Wealth to anyone who wants financial advice of any kind. Very professional and understanding. Many thanks to Peter for many years and to Jason, who is now looking after us.
Cheers, Ronona and Warren Cuffe
google
Kirsty has recently taken over my superannuation account and I’m very impressed with the service I have received since coming across. I feel very comfortable with Kirsty, I trust her and she has provided open and honest advice. I think Kirsty is a shining star, shows consideration of my needs and is very easy going.
google
As a new client of Direct Wealth, I have been very impressed with Ben and the time he has taken to understand my changing financial situation and to work a best solution for me for the present and into the future.
google
We came to Lyle at Direct Wealth not knowing where our next financial step in life would go. With Lyle’s help, we are now looking forward to a comfortable retirement. He is very knowledgeable, and we highly recommend Lyle at Direct Wealth.
google
Ben Marlow was initially thrust upon us after the amalgamation of our accountants with Direct Wealth and this is without doubt one of the best financial outcomes to have happened to my wife and I. Initially I was sceptical of his enthusiasm and apparent desire to nurture and improve our financial stability moving towards retirement. Ben has tailored his communication style to not only be relatable to us but also educational and has further embedded our trust in his advice with proven outcomes. I would absolutely recommend Ben to any prospective client.
google
My partner and I have recommended Erin to family and friends. We highly recommend her for her financial planning services. If you have been thinking about a financial planning service, make the call. We wish we had done it sooner!

Erin is authentic, knowledgeable and personable. The entire Direct Wealth team have been incredible to deal with during the process. Erin takes the time to ensure we are well-informed so we feel empowered in our decision making around our wealth management and financial planning. We feel so prepared for our financial future and it’s exciting!
google
Russell & I met with Erin just recently. We find Erin very easy to talk to and she listens to us to give us the best advise. We are now in our next stage of life and Erin has provided us with excellent advise on how to move forward so we can enjoy our retirement without any worry. We cant recommend Erin highly enough for anybody looking for Financial Guidance.
google
My wife and I have had Lyle as a financial advisor for a number of years and watched our portfolio grow. Lyle consistently provides us with excellent advice and his communication is outstanding. He provides us with constant support with the correct guidance extremely quickly when needed.
I have recommended many personnel to Lyle. The feedback I obtain from these personnel is that Lyle is excellent.
google
Our association with Luke Youd began around 5 years ago. His advice, guidance and expertise has steered us safely, successfully and profitably to a great semi retired lifestyle, arguably, 10 years or potentially more, ahead of schedule. We count ourselves very fortunate to have Luke in our corner. He has our sincerest thanks. If there were more stars we’d click everyone of them.
google
Ben from Direct Wealth went above and beyond in handling my wife prior to her passing
I have met with Ben in several occasions since Linda’s passing and I could not be more grateful and impressed with Bens handling of the Estate of my wife’s financial affairs
I met with Ben today 09/01/2024 and I have no other words to explain how Bens work in preparing my wife’s affairs to be transferred as noted within the wishes of my dearly departed wife of over 50 years together Bens work ethics and delivery is extremely professional
google
Today I met with Luke, his understanding of my financial position was very clear. The advice Luke shared with me for my retirement plan was clear and uncomplicated. I now feel much more at ease and confident with my view of the next step in my life. He was very down to earth and friendly to talk with and discuss all my options.
Thank you Luke
google
Always helpful, they listen and give constructive and sound advise and always a pleasure to deal with
google
We have been working with Brett for some years. We first met Brett when we were in need of assistance with super and he helped us navigate our way to the happy future we have today. We have since undertaken full financial planning with Direct Wealth and we are immensely pleased with the guidance and advice. I could not recommend a better financial planner to assist manage your future.
google
Excellent service since the takeover from Peter Jordan, all quire’s handled with professional care and help towards my Superannuation fund.
Cheers Gary Smith.
google
We have been a client for many years and would highly recommend. Kirsty goes above and beyond to assist and makes you feel extremely comfortable and have peace of minds that you are in good hands.
google
Working with Erin from Direct Wealth, I can’t speak more highly. Erin is extremely knowledgeable and informative with a fantastic demeanour – not bothered by all of my questions. I originally went to look at investment advice and options, but Erin has gone the extra mile and provided additional financial wellbeing enhancements which I’m excited about! Feels like I’m in good hands and excited to work with Erin and the Direct Wealth team.
google
Can’t speak highly enough of the advise that Joel & the team at Direct Wealth have supplied. Joel is always available when we need to contact him & answers our questions with ease. We have delt in the past with other super companies & have found Direct Wealth the easiest & most professional to deal with, we have no hesitation in recommending Joel & Direct Wealth to our friends & family.
google
Natalie, has given me exceptional support and service. I could not have done it without her. She has always been a ph call away, and nothing is to much bother. I am so grateful her advice and knowledge when it comes to finances. Thank you Natalie.
google
My wife and I found direct wealth excellent to work with and we would highly recommend them for any financial needs whatsoever. A special mention to Kirsty who did everything for us and made the whole process very simple and Jasmine in the office who very efficient in sending all our paperwork and ensuring we were aware of each process.
google
Natalie is always available to help Sherry and I with accurate and timely support when ever we need help. Over the last couple of years it has been very trying for us with dealing with all the red tape with our personal issues and Natalie has always been caring, supportive and a great support to us one that we could not have continued without and we both thank her and the team from the bottom of our hearts.
Thanks Richard 😀
google
Always very helpful and prompt in taking care of our needs. Provide good information on handling of our accounts.
google
Our circumstances changed and we needed advice fast. Lyle took the worry and panic away by setting up our portfolio to ensure our future is protected.
Lyle is professional, courteous and truly cares about his clients. His knowledge is exceptional and he is efficient.
Our family has total trust in Lyle and the team at Direct Wealth, knowing that they have our best interests in mind.
google
Over the course of about 3 years we have become so comfortable with Luke we feel like we are talking to family when we meet. Luke has been honest and straight forward from when we first met and has certainly led us in the right direction in preparation for retirement. Luke always responds quickly when we have a query and is very patient with our quirky ideas. We are very grateful for our relationship with Luke.
google
Direct Wealth team were patient, knowledgeable and made financial planning understandable . Excellent customer service .
google
My wife Jackie & I have recently completed an annual review with Kirsty. Whilst we have been looked after by Kirsty for a few years now we continue to be impressed with her knowledge, professionalism & lovely outgoing manner. We would also like to add that the support & office staff at Direct Wealth appear to be of the same high standard.
google
I’d give more stars if I could…the best service ever! Caillin and Ben H. went above and beyond for me…I couldn’t be happier! Thanks so much for all your hard work! I would highly recommend Direct Wealth…especially Ben and Caillin!
google
my wife and myself were introduced to Ben Marlow of Direct Wealth for a discussion on looking after our superannuation & pension requirements. I was a little doubtful at first as the fund i was with was performing ok for me. Ben gave us his background on financial planning and we had a second meeting with Ben. After this meeting my wife and myself decided to let Direct Wealth look after our finances. We could not be more pleased with our switch to Direct Wealth as the team there are so helpful and keeping us informed on our financial matters. I would recommend to anyone Direct Wealth for looking after their financial planning.
google
Our friends recommended Direct Wealth to us through their own experience of dealing with them.

We contacted Direct Wealth and our financial advisor was Sam Dwight. Upon meeting Sam we immediately felt relaxed and comfortable with his advice.

We found Sam to be very professional, caring and knowledgeable to assist us with our retirement and superannuation goals. He was always available and quickly responded to any questions or concerns we had.
We would highly recommend Direct Wealth and Sam Dwight.
Frank and Coral
google
I had an excellent experience with Direct Wealth and Kirsty in setting up my personal insurances. The team are incredibly knowledgeable and took the time to understand my unique needs and circumstances. She explained all my options clearly and helped me choose the best coverage to protect myself and my family. The process was seamless, and I felt confident and well-informed every step of the way.

We Can Help You Manage Your Finances with Confidence and Clarity

A couple dance in their kitchen.

We’re here to create personalised financial strategies that meet your needs.

Whether you’re looking to streamline your financial management, optimise your tax strategies, or plan for your future, we’re here to help.

Our goal is to ensure your finances are organised, compliant, and working efficiently, giving you true peace of mind.

Ready to take control of your finances? Contact us today to get started.

Jamie F. 

Satisfied Client

“I had a fantastic experience with Direct Wealth! From the very beginning, I felt comfortable with the entire process. Kirsty and the team were professional, knowledgeable, and always available to answer my questions.

They took the time to understand my needs and provided tailored advice that I could trust. I highly recommend Direct Wealth to anyone looking for expert financial guidance. Thank you for your exceptional service.”

5 Over 152 Reviews

Ready to get started?

The first step is an easy welcome call. This quick and painless chat is all about getting to know one another. You can ask questions and get a feel for whether we’re right for you. 

To get started, simply fill out the form and we’ll be in touch ASAP.

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Frequently Asked Questions

Accountants offer a comprehensive range of services that extend beyond basic bookkeeping. They prepare and file tax returns, ensuring compliance with tax laws and identifying potential deductions and credits to minimise your tax burden. Accountants also provide financial planning services, helping you set and achieve financial goals through budgeting, retirement planning, and investment strategies.

Additionally, they offer auditing services to verify the accuracy of your financial records and assess internal controls. For businesses, accountants can handle payroll processing, manage accounts payable and receivable, and prepare financial statements that provide insights into your company’s financial health.

An accountant plays a crucial role in tax planning by analysing your financial situation and developing strategies to reduce your tax liabilities. They stay up-to-date with the latest tax laws and regulations, ensuring you comply with legal requirements while maximising available tax benefits.

Accountants can identify deductions and credits you might overlook, such as business expenses, education credits, and retirement contributions. They can also advise on the timing of income and expenses to optimise your tax outcomes. By working with an accountant year-round, rather than just at tax time, you can implement proactive tax-saving strategies and avoid last-minute surprises.

Bookkeeping is the foundation of accurate financial management, providing a clear picture of your business’s financial activities. It involves recording all financial transactions, including sales, expenses, and payroll, in a systematic and organised manner.

Accurate bookkeeping ensures that your financial statements, such as profit and loss statements and balance sheets, reflect your business’s true financial position. This information is essential for making informed decisions, planning for growth, and securing financing. Additionally, thorough bookkeeping helps you comply with tax laws, avoid penalties, and provide documentation in the event of an audit. Without proper bookkeeping, you risk making business decisions based on incomplete or inaccurate information.

The frequency of meetings with your accountant depends on the complexity of your financial situation and your specific needs. For ongoing financial management, such as bookkeeping, payroll, and cash flow analysis, monthly or quarterly meetings are ideal. These regular check-ins allow you to stay updated on your financial performance, address any issues promptly, and make adjustments as needed.

For tax planning and preparation, meeting at least twice a year—mid-year for tax planning and end-of-year for tax preparation—is beneficial. If you have major financial events, such as business expansions, investments, or significant purchases, additional meetings may be necessary to ensure proper planning and compliance.

 

While both accountants and bookkeepers play essential roles in financial management, their responsibilities and expertise differ. Bookkeepers focus on the day-to-day recording of financial transactions, maintaining accurate and organised financial records. They handle tasks such as data entry, reconciling bank statements, and managing accounts payable and receivable.

Accountants, on the other hand, interpret and analyse the financial data recorded by bookkeepers. They provide strategic advice, prepare financial statements, and ensure compliance with tax laws. Accountants also offer services such as tax planning, financial forecasting, and auditing. In essence, bookkeepers manage the details of financial transactions, while accountants provide broader insights and strategic guidance.

An accountant can be a valuable partner in your small business’s growth by providing insights and strategies to enhance financial performance. They can help you create realistic budgets and financial projections, which are crucial for planning and securing financing.

Accountants analyse your financial statements to identify trends, strengths, and areas for improvement. They also assist with cash flow management, ensuring you have sufficient funds to cover operating expenses and invest in growth opportunities. Additionally, accountants can advise on pricing strategies, cost control, and tax planning to maximise profitability. By providing a clear financial roadmap and ongoing support, accountants help you make informed decisions that support sustainable growth.

Keeping accurate and organised financial records is essential for effective accounting. You should maintain records of all income and expenses, including receipts, invoices, and bank statements. This documentation supports your financial transactions and is necessary for tax preparation and audits.

Additionally, keep records of payroll, including employee details, hours worked, and wage payments. Maintain copies of your financial statements, such as profit and loss statements and balance sheets, as well as any loan agreements, leases, and contracts. It’s also important to keep tax-related documents, such as previous tax returns, tax payment receipts, and correspondence with tax authorities. Organising your records in a systematic way helps your accountant provide accurate and efficient services.

Yes, accountants can assist with financial forecasting by analysing historical financial data and current market trends to predict future financial performance. Financial forecasting involves projecting revenue, expenses, and cash flow over a specific period, typically one to five years.

Accountants use this information to help you plan for growth, manage cash flow, and make informed business decisions. They can also create various financial scenarios based on different assumptions, allowing you to evaluate potential outcomes and develop contingency plans. Accurate financial forecasting is essential for setting realistic goals, securing financing, and navigating economic uncertainties. With an accountant’s expertise, you can develop a comprehensive financial plan that supports your long-term objectives.

Hiring an accountant for your personal finances offers numerous benefits, including expert advice on managing your money, planning for the future, and ensuring compliance with tax laws. Accountants can help you create a budget, track expenses, and identify opportunities for saving and investing.

They provide guidance on retirement planning, estate planning, and wealth management, helping you achieve your financial goals. Accountants also handle tax preparation and filing, ensuring you take advantage of available deductions and credits to minimise your tax liability. By managing your finances effectively, accountants reduce the stress and complexity of financial management, giving you peace of mind and more time to focus on other priorities.

An accountant can be invaluable in audit preparation by ensuring your financial records are accurate, complete, and well-organised. They review your financial statements and supporting documents to identify and correct any discrepancies or errors.

Accountants also help you understand audit requirements and gather the necessary documentation, such as receipts, invoices, and bank statements. They can assist in preparing reconciliations and schedules that auditors may request. During the audit, accountants can represent you, answering auditors’ questions and providing explanations for any financial transactions. By working with an accountant, you can streamline the audit process, reduce the risk of findings, and ensure compliance with regulatory requirements.

While accounting software can simplify financial management, it cannot replace the expertise and strategic advice provided by an accountant. Accounting software is a tool for recording and organising financial transactions, but it requires accurate data input and interpretation.

An accountant can ensure your financial data is accurate and help you understand the implications of your financial reports. They provide insights into financial trends, offer tax planning strategies, and ensure compliance with complex regulations. Additionally, accountants can identify and correct errors that software might not catch. By combining accounting software with professional accounting services, you can optimise your financial management and make informed decisions.

Accountants are bound by professional ethics and confidentiality agreements to protect your financial information. They implement secure data storage and communication practices, such as encryption, secure servers, and password protection, to safeguard your sensitive data.

Accountants also follow strict privacy policies and comply with legal and regulatory requirements regarding data protection. When sharing information, they use secure methods, such as encrypted emails or secure file-sharing platforms. Additionally, accountants undergo regular training to stay updated on the latest data security practices. By taking these measures, accountants ensure your financial information remains confidential and protected from unauthorised access.

 

Financial compliance refers to adhering to laws, regulations, and standards that govern financial practices. It includes complying with tax laws, financial reporting requirements, and industry-specific regulations.

Financial compliance is important because it ensures the integrity and accuracy of your financial records, protects your business from legal penalties, and maintains your reputation. Non-compliance can result in fines, audits, and legal actions, which can be costly and time-consuming. By maintaining compliance, you demonstrate your commitment to ethical business practices and build trust with stakeholders, including investors, customers, and regulators. Accountants play a crucial role in ensuring financial compliance by staying updated on regulatory changes and implementing best practices.

Yes, accountants can provide valuable advice on the best business structure for your needs, whether it’s a sole proprietorship, partnership, corporation, or trust. They consider factors such as tax implications, liability, operational efficiency, and long-term goals to recommend the optimal structure.

For example, incorporating your business might offer tax benefits and limited liability protection, while a partnership might be suitable for shared ownership and responsibilities. Accountants can also assist with the legal and administrative aspects of setting up your chosen business structure, such as registering with regulatory authorities and obtaining necessary licenses. By choosing the right structure, you can enhance your business’s financial performance and growth potential.

Choosing the right accountant involves evaluating their qualifications, experience, and area of expertise. Look for accountants who are certified or chartered, indicating they have met professional standards and ongoing education requirements.

Consider their experience in your industry and with businesses of similar size and complexity. Assess their communication style and whether they take the time to understand your specific needs and goals. Personal recommendations and reviews can also be helpful in making your decision. Schedule an initial consultation to discuss your requirements and see if the accountant’s approach aligns with your expectations. The right accountant should not only be knowledgeable but also someone you feel comfortable working with and trust to handle your financial matters.