CURIOUS?

Are you curious about your current financial situation and keen to confirm you have the best possible strategies and structures in place? To find the answer, take up our offer of a no upfront cost PROACTIVE REVIEW of your financial affairs.

What is a Proactive Review?

At O’Connells OBM we take a proactive approach to managing your financial affairs. We look beyond the standard checks and balances offered by most accounting firms, and really dig into the detail of your situation. It is this proactive approach that allows us to significantly improve the financial outcomes for our clients.

Our proactive review is an exploratory session designed to create a thinking space that allows us to step back with you, and look at the bigger picture of your financial affairs.

We work through a structured agenda to assist in identifying opportunities and any changes that can be made to improve your situation.

Read some of our recent success stories

What Will I Gain?

The outcome of the review is a list of suggested action points to implement now and/or the identification of points to explore further, which can improve your financial position. Benefits received will include:

  • A strategy based on your needs
  • Improved tax outcomes
  • Access to business concessions
  • Active monitoring of opportunity
  • Improved asset protection

You can also relax as we approach each review in a non-threatening style where you are free to discuss your situation openly and freely. We also don’t use fancy accounting jargon – so you’ll understand us!

The Price

There is no upfront price for the review! There will also be no cost to you if we are unable to identify opportunities for improvement. If we do identify and communicate those points of value with you, the price for such will be agreed on the basis that the value which is created will far outweigh the price paid. 

Information Required

As a starting point, to conduct our initial review of your affairs we would simply require:

  • Financial statements for all entities in the group
  • Income Tax Returns for all entities and individuals
  • Asset and liability statements

What Do We Cover?

Each session is tailored to meet your needs and includes:

  • Overview of your affairs and longer term goals
  • Questions and answers on information provided
  • Seeking out various opportunities to improve your financial situation