Nationwide Financial Accountants

Nationwide Financial was founded in 1989 and has over 20 years of experience in the financial services industry. Initially the firm specialised in accounting and taxation. Progressively, Nationwide Financial has expanded its service offerings and now provides a complete suite of integrated financial services, which includes: Financial planning, lending, insurance, accounting and taxation.

Nationwide Financial is an organisation of professionals. With more than 50 years of combined expertise and experience our staff are not only qualified; but they take great pride in working as professionals. Honesty, trust and ethical business practices are our core business values.

Our goal as a business is to provide excellent service to all our clients – small to large. Through the scope of our integrated financial solutions we are able to help you achieve your financial goals and develop your wealth.

A major strength of the firm is the active involvement of the directors in all areas of client matters and we place particular emphasis on providing personal service to all clients. The size of the firm, its commitment and availability of senior staff enables us to achieve the objective of competent, professional and personal service. As a testament to our team, currently more than 90% of our clients have come from referrals.

At Nationwide Financial we provide integrated financial solutions to help you achieve all your financial needs. Click here to make an online enquiry or give our friendly reception staff a call on (02) 9898 6777 to find out how you can benefit from our services.

Our Privacy Policy for our Financial Planning services can be read here.

Services

Accounting & Taxation

• Income Tax Returns – Preparation and submission for Individuals, Companies, Partnerships, Sole Traders, Trusts and Self Managed Super Funds
• Advise on Tax Effective Strategies
• GST/BAS/IAS Returns
• Company, Trust and Self Managed Super Fund Formations
• Bookkeeping
• Preparation of Financial Statements
• Income Tax Variations
• Business Plans and Advice

Financial Planning

• Investment Planning and Retirement Planning
• Wealth Creation and Management
• Estate Planning
• Portfolio Review and Maintenance of Established Portfolios
• Superannuation, including Self – Managed Super Funds

Insurance

• Shareholder Protection Business Succession Insurance
• Key Person Insurance
• Business Expense Insurance
• Income Protection/ Salary Continuance
• Life Insurance

Lending

• Home Loans
• Business Loans and Equipment Finance Lease
• Motor Vehicle, Hire Purchase & Chattel Mortgages
• Loan Restructure
• Refinancing
• Self Managed Super Fund Lending
• Debt Management and Gearing strategies

Property Consulting

• First home buyer, investment property and business investments
• Property Research
• Depreciation and growth forecasting
• Access to residential stock