Client focused on your objectives
Open, Honest Communication & Transparent Fees
Long Term Solutions across all stages of your life
Experienced guide through the financial maze.
Holistic Financial Partnership
We are experienced in accounting and financial planning, so we can understand the big picture and work with you to find a solution that really meets your overall objectives. Conveniently combining both professions in one organisation, we can help you achieve your dreams and increase your prosperity.
Reassurance and Reliability
When your circumstance change or when economic times are volatile, Accountree can provide you with the reassurance you need. We offer support and expertise to assist you in positively managing your financial position across all stages of your life, truly adding value – whether you’re in business, in debt, retirement or somewhere in between – we can help.
Accountree can ensure your compliance obligations are met, your tax position is the best it can be and you have a robust plan for financial success. This should reduce your financial stress and free up your time to spend on the things you enjoy.
Our advice and communication with you will be clear and friendly, cutting through the financial jargon.
Financial Planning and Lending
- Lending and debt consolidation
- Estate Planning
- Aged Care Planning
- Business and Family Succession Planning
- Cashflow and Budgeting
- Tax planning and advice
- Structures (Trusts, SMSFs, Companies, etc)
- Investment Property Advice
- Annual Reporting
- Strategic Planning, Business Development and Advice
- Financial control
- SMSF Accounting
- Associated Incorporations Audit
- Implementing accounting systems, processes and procedures
As the Club Manager of NG&SC I have worked with Catherine Jenkins since her engagement with the Club in June 2014 as the clubs auditor. After the auditing process Catherine gave very sound advice and instruction on what we needed to implement to ensure accurate record keeping and good bookkeeping practices. I now call on Catherine for semi regular catch ups where she provides tuition on financial reporting and other complex accounting practices such as forecasting and projection. With this valuable assistance I now provide our Executive Committee with meaningful financial reports each month giving them a clear picture of our direction and current position. Catherine’s easy going nature is both professional and personable and I look forward to our continued relationship.
Nunawading Gymnastics & Sports Club Inc.
Thank you for your prompt and diligent work on our accounts, we couldn’t have wished for better service.
Great Engineering Pty Ltd
Financial planning used to mean to me, engaging an advisor from a large corporate whose sole purpose was to sell on aligned products to ensure lifelong commission without any care or understand of one’s needs. I was completely skeptical. However after working with Catherine Jenkins in her capacity as an auditor for two years I knew that she would bring integrity and personal care to this profession. Being in my late 50’s with very little super and a mortgage, that would outlive me, I engaged Catherine’s services as my FP. I wanted to make ethical choices and Catherine selected investments on this basis. She was sensitive to my needs and has given me peace of mind as I begin to enter my retirement years. Her associates have the same personal care and respect and have worked hard to bring about a positive change to my financial future.
Accountree provides, care, no judgement, integrity, and deep knowledge of financial and investment services.
Catherine is an integral part of my small business, my success is significantly attributed to her. Not only does Catherine manage all my small business accounting needs, she continually provides me with sound business advice that has lifted my revenue ongoing for the past 3 years. As a first-time small business owner I have relied on Catherine to provide guidance towards growing my business, I very am grateful to benefit from her extensive experience to help me make informed decisions.