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Investment advisory services in Geelong

Geelong investment services

If you’re building your wealth via investments or a self-managed superannuation fund, you need expert accounting and taxation advice to manage an investment properly, so it continues to work to your advantage and doesn’t attract high taxation penalties.

Keleman & Associates’ investment services can help you with your retirement planning and manage your wealth creation investments to ensure that you are fulfilling the complex rules and regulations set by the Australian Tax Office.

The investment advisory accountants at Keleman & Associates maintain their expert knowledge and are always up-to-date with any changes that may influence the taxation and accounting requirements of your investments.

While Keleman & Associates can provide you with the taxation and accounting information you need relating to your investment, we are not Financial Planners whose role it is to help their clients choose the investment that is right for them.

However, we are part of the Highton Accounting Group, which has expert Financial Planners with years of experience of helping clients grow their wealth and achieve their retirement goals.

The experienced accountants at Keleman & Associates also provide other accounting services including tax planningincome tax returns and business consulting.

Retirement Planning

Retirement planning should be a priority for everyone – wherever you are in your life cycle. Why? Because without a retirement plan you are unlikely to achieve your wealth creation goals and be able to retire and enjoy the lifestyle you’ve always dreamed of. The expert Geelong accountants at Keleman & Associates apply their taxation...
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