Cartwright Brown & Company
37 North Parade, Campsie NSW 2194
7 Ways We Work With You at Cartwright Brown & Company
As you know, at Cartwright Brown & Company we're great at tax and accounting, but we're about so much more than that. We need to be, for your sake.
You see, while it's important to lodge your tax returns on time and to ensure we help you minimise your tax and maximise your entitlements ... they are just the basics.
What really helps you get ahead and move towards your wealth and security goals is making sure we, as your accountants, keep the big picture in mind about where you are now, where you want to be in the future, and help you develop and implement your plan for getting there.
It's all about focus, planning and action. That's why we see it as our job to do everything we can to help you achieve your financial and wealth goals.
Having a team of specialists allows us to be your ‘one stop shop' across the 7 areas shown on the left.
Each time we meet with you we'll refer to these 7 areas and, depending on the time of year and what your immediate needs are, we'll discuss 2 or 3 of these areas with you in-depth in any one meeting.
If you have any questions about these 7 areas please call us or visit our website.
Cartwright Brown & Company uploaded a new document
Thu 2nd Aug
Our Team Profiles
George Saab B.Bus FCA, AFPAPosition
20 years working with small to medium sized businesses.
Worked with many people over the last 20 years approaching retirement and requiring proactive advice and guidance.
My goal is to make a noticeable difference to the financial lives of all working individuals, business owners and retirees.
Specialising in the establishment of family superannuation funds (Self Managed Superannuation Funds). Advising family superannuation funds how to borrow to purchase investments such as property.
Advising clients how to implement tax effective strategies eg. transition to retirement if over 55 years old
Advising new businesses on the formation of companies and the correct business structures.
Advising existing businesses on improving cashflow.
Eric Morelli B.Com, FCAPosition
Eric has been helping clients for over 30 years reduce their tax bills, Eric is excited to share the knowledge he has accumulated over 30 years.
Joe Ardore B.ComPosition
Joe has been with Cartwright Brown & Company for 7 years, he specialises in Self Managed Super Funds and helping businesses grow.
- Direct Debit
- Bank Transfer(EFT)