Private Wealth Accountants 193 McKinnon Road, McKinnon, Victoria 3204
About the Business
Welcome to Private Wealth Accountants, your trusted accounting and finance institution located in McKinnon, Melbourne. We are committed to providing customised, convenient, and cost-effective services to our clients. With our proactive advice and practical solutions, we help our clients achieve their financial goals while ensuring compliance with relevant regulations.
With over 50 years of combined experience, our team of expert tax accountants offers a range of services to businesses, individuals, and self-managed super funds (SMSFs). From tax return preparation to accounting for companies, trusts, partnerships, and sole traders, we cover all aspects of taxation and business advisory services.
For small and medium-sized enterprises (SMEs), we offer comprehensive accounting and advisory services including compliance, entity establishment and structuring, taxation planning and management, and financing advice. We take the hassle out of establishing and administering SMSFs, and can even assist with retirement planning strategies.
In addition to accounting services, we provide comprehensive back office support including bookkeeping, payroll, superannuation compliance, and more. We also have a network of trusted business partners who can help you grow and protect your wealth through financial planning, personal insurances, and asset protection advice.
Conveniently located in the south-eastern suburbs of Melbourne, our office in McKinnon is just minutes away from nearby suburbs such as Bentleigh, Cheltenham, Carnegie, Brighton, and Moorabbin. Situated right next to the McKinnon Train Station, our location is easily accessible for our clients. However, for those who are too busy to travel, we offer meetings over the phone and virtual conferencing at a time that suits you.
Private Wealth Accountants originally began as L & D Associates 7 years ago with the mission of becoming the trusted advisor to local individuals and businesses. Since then, we have continuously invested in new ways to deliver value to our clients.
Choose Private Wealth Accountants for all your accounting and finance needs. Let us help you achieve financial stability and success while providing you with the personalized service you deserve. Contact us today to schedule a consultation."
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Location & Phone number
193 McKinnon Road, McKinnon, Victoria 3204, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Chang is a top notch accountant and advisor. True professional! Always thinking 2 steps ahead and is able to answer all my complicated questions and I ask hard technical questions! He is problem solver. His client centric mindset is amazing. I hope he can stay my accountant for a long time."
"We have had our fair share of accountants over the years and I am so incredibly grateful that I was referred to Chang. He has been amazing and really helped us to sort out our taxes. Incredibly helpful, knowledgeable and has your best interests at heart."
"Chang has been a business partner with us for over 5 years and has a wide breadth of accounting knowledge specialising in tax. He's always very responsive and supportive of our needs and has become an integral part of our finance function. His knowledge on domestic tax and structuring have always been in line with advice provided by the Big 4 and at a much more reasonable rate! Highly recommended!"
"Chang has been nothing but excellent and extremely helpful. He is very knowledgeable and professional which has always made my experience seamless. I would highly recommend Private Wealth Accountants, especially Chang, for all tax matters."
"Chang has been an exceptional tax accountant to me and my entire family for over 10 years. He has always gone that extra mile to deliver the very best return for us time after time. From starting a new business, buying a house, investing in a property, dealing with loans and changing jobs, Chang has been there to ensure I am at my financially best! He is quick, efficient and incredibly knowledgeable. Thank you Chang!"
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