Figtree Financial Planning

Book Direct with the Owner at Figtree Financial Planning with Accountant Brisbane in Tallwoods Village, for all your General Accounting financial and taxation needs Click on the Email or Call Now button to get your special price.

Figtree Financial Planning opened in January 2012 and represents the accumulation of decades of experience.The business is wholly owned by Kaye and Malcolm Wallace and takes its name from the home we are building at Figtree Hill in Redhead on the Mid North Coast of New South Wales.Besides owning and operating successful Financial Planning practices, between us we have experience of working in the areas of Tax, Centrelink, Banking, Insurance and Funds Management.Our aim with Figtree Financial Planning is to provide a high quality professional advisory service to the residents of the Mid North Coast. We are looking to develop long term relationships with clients who appreciate the value of sound advice.In our early sixties, our intention is to run the business in a way which will give us the flexibility to enjoy all that the Mid North Coast has to offer, whilst providing a personalised service to a small client base.We believe that we can achieve this by working predominantly from home where we will see clients in a home office, and by undertaking all of the tasks involved in running the business ourselves. By limiting our overheads in this way we can pass the savings on to our clients in the form of reduced fees.Whilst we are happy to meet with clients in their own homes, or indeed elsewhere, we prefer meetings to take place in our home office, currently in Tallwoods Village and later in the year at our new home in Seascape Village.Rather than have reception staff we provide a 1300 number answered by a professional service that will take your message which we will respond to as soon as we can. This is a courtesy to all clients as it enables us to carry out client meetings uninterrupted. To provide our licensing and a range of back office services including ensuring our compliance with all of the regulations that affect Financial Planners, we have engaged Melbourne based firm Dover Financial Advisers Pty Ltd. Dover is part of the McMaster group of accountants, lawyers and advisers and has no institutional ownership, thus avoiding potential conflicts of interest. Equally importantly the directors and staff share our adherence to the highest ethical standards putting our client’s needs ahead of all other considerations.