PTS Advisory provides a range of services specifically for our individual clients that do not have their own business operations. We also take care of you and help to make sure you achieve your personal financial goals and dreams. Let us help identify where you are and where you want to get to, and plan a road map for how to get there.
Individual Tax Returns
Preparation and lodgement of your personal tax returns is our bread and butter. We can help you with getting up to date with any outstanding or overdue tax returns and can help with all aspects of your personal taxation matters.
Wealth Management Advisory
Using our network of specialist consultants and advisers, PTS Advisory can help identify your current financial position, and work out what you want to achieve, and plan how to get there.
We are along for the journey and will help you along every step to ensure you achieve your goals.
Self-Managed Superannuation Funds
Whether you are running your own business, a high net worth individual, or a salaried employee, a Self Managed Superannuation Fund (SMSF) might be for you. Take control of your retirement and superannuation by establishing your own SMSF that works for you.
PTS Advisory can help with all aspect of planning and advising on your retirement needs, and will also take care of all your compliance obligations, including preparation of annual financial statements and reporting requirements.
You have worked hard to accumulate and grow your wealth, and now it is time to start thinking about the best way to hand that wealth over to the next generation, and perhaps future generations.
PTS Advisory can guide you through the many considerations to ensure that the best framework is created to ensure your wealth is managed in the way you want it to be.
Personal Financial Coaching
Working hard but you just seem to never be able to get ahead? Do you have big ambitious goals you want to achieve but not sure how?
PTS Advisory can help you create a plan for achieving your personal wealth creation goals, and more importantly, keep you motivated and accountable.
Wealth Management Portal
Store all of your financial records in one place, monitor your wealth, track your cash flow, set budgets and securely store your essential documents.
PTS Advisory have a secure platform for you to easily manage and monitor your entire financial life.
If you would like to speak to a personal accountant in Dandenong or Glen Waverley, about tax returns or other services, then feel free to contact us for advice.
What can be measured, can be monitored and improved, and goals can be met over time. PTS Advisory’s Wealth Portal will help you achieve your wealth creation goals.