Navigate Your Wealth Wisely, And Save In The Long Run With New Leaf Advisory
When it comes to finance, it’s not what you’ve got, it’s what you do with it
New Leaf Advisory
Have you put in place all the necessary steps to protect your financial future? Are you familiar with the appropriate strategies for tax minimisation? Have you established best practices for documenting plans to grow your finances? Do you feel like you could have better control over your financial affairs?
There's possibly no better feeling than getting on top of your finances, but many of us let it slip to the bottom of our priority list without intention. Or maybe you’ve found yourself in a long-term relationship with a passive, old-school accountant, and you’re unsure what it looks like to work with a relevant, contemporary and proactive alternative. You’re not alone.
Offering a board of trusted professionals, the Shire’s New Leaf Advisory has provided solutions to financial protection and growth since 2012. With well over a century's-worth of combined experience between them; resumes packed with Big-4, mid-tier, suburban, boutique and global firms; and the ability to draw on a network of finance brokers, investment advisors and solicitors, it's fair to say that these guys know their stuff.
"Paying a quality accountant who seeks to add value is an investment. Conversely, paying an accountant who just does the job is an expense. We focus on adding value," says New Leaf Advisory Principal, Patrick McStay, citing regular "pay-offs, wins, and value-bombs" as part-in-parcel with their services.
A comprehensive solution for all your financial decisions, New Leaf Advisory's services include enterprise advisory for businesses or high-net-worth individuals, taxes and accounting, and superannuation. They can even act as your personal or business CFO in a virtual capacity. The options are endless and can be customised and reassembled to fit your needs. They've helped families move back to Australia, establish tax residency, and execute strategic investment decisions. They've created sustainable profit-share structures within family businesses and claimed tens of thousands worth of rebates that would have otherwise gone missed (and that's just from one client!)
