Entering into retirement can be a difficult and confusing time but Wendy has the life experience and empathy to support her clients with this process. Her personal approach and willingness to meet her clients where they are at, ensures she gains a thorough understanding of their current circumstances and also to ascertain their financial goals. Wendy doesn’t only focus on financial plans for today and tomorrow, but takes action that considers the next 10 to 20 years and also the growth of generational wealth. Wendy and her team work with businesses and individuals to secure their financial future and legacy by finding the best retirement plan and structure then implementing it. A forward thinking approach means they are always ahead in facilitating wealth security.

Wendy’s specialties include:
• Tax planning for retirement
• Self-Managed Super Fund administration
• SMSF Auditing services
• Non Profit and Trust Auditing Services
• Asset Planning and Protection advices
• Business Structuring & Planning Services

In the changing world we live in, it is essential that alternative strategies in estate planning and asset protection are sought after for the ageing population. Wendy is at the forefront of advice and experience in legacy accounting and continues to offer her clients a first-class all-encompassing accounting advisory service.