Our clients cover a broad range of industry sectors. Owing to our experiences, we have developed expertise in various line of business activities. This in turn allows us to apply industry specific knowledge we in turn delivers real cost effective value.
Those industries where we have gained this specialized knowledge include:
- Caravan Parks
- Diversified Small to Medium sized Businesses
- Entertainment Industry
- Building, construction and associated trades
- Retail organizations
- High net worth individuals
- Superannuation – Self Managed Superannuation Funds [SMSF]
- Medical specialists including day surgery centres.
Additional client benefits
We also provide our clients with ongoing services such as:
Regular reviews and/or portfolio valuations; free, topical financial newsletters; and referrals to our professional partners who provide Financial Planning/ Solicitor / mortgage broking services.
As you travel along life's journey your financial situation will inevitably change - you may get a pay-rise, buy a house, change your marital status, welcome a new child, or transition to part time employment.
This is why regular reviews of your financial risk management plan are so important. It is the key to your financial security and as such needs to be fine-tuned to accommodate changing circumstances and requirements.
At Positive Outlook Accounting, we will be there with you every step of the way to ensure that your plan is kept up to date and reflects where you are in life. To commence this process or indeed, to review your current status, please contact Leanne on (03)5973 5322.