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Financial Planning

One of the main commitments of the team here at STM Accounting Group "making your business more valuable". That is why we have moved beyond your ordinary accountant to provide you with new services which will make YOU more valuable.

To do this we have joined forces with ASA Financial Advisers to create STM Financial Planning Pty Ltd which is an Authorised Representative of Consultum Financial Advisers Pty Ltd. This means that we can now fully integrate a financial plan with your tax planning and business development to maximise your wealth. All of which means you gain the maximum benefit for the hard work that you put in to your business.

STM Financial Planning will be able to assist you with:

  • Wealth creation strategies
  • Investment advice
  • Self Managed Superannuation advice
  • Personal & employer Superannuation advice
  • Centrelink issues
  • Retirement Planning
  • Family & Wealth protection
  • Estate Planning
  • Business Succession Planning & Keyperson Protection

We believe it provides us with some powerful ways to help build your wealth to ensure financial independence and a healthier retirement.

For more information please call us on (03) 9890 4055 to discuss with us how STM Financial Planning can help you or visit our financial planning website

STM Financial Planning John and Rob

STM Financial Advisers -
John Tatterson and Rob Gibson

Contact Us Today.

Whatever your requirements, we can help you find the solution.

Unit 6, 1 Sigma Drive Croydon South, Australia VIC 3136

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