Accounting and Financial Advice to build your dream life

We help Australian's create wealth in business and life.

 

You work hard. Let's get you're money working for you.

 

Whether you're a business owner or an employee, we know how overwhelming it is to make money decisions. Not only that, but life is busy. Getting your money sorted is important but life often gets in the way. You are not alone.

You deserve to live your dream life. That starts with you feeling confident and empowered to take action. You are ready to take the first step, but you aren't sure what to do or how to do it. We are on your team; we'll help you figure it out.

It’s about so much more than money.

  • Time Freedom.

    Get control of your financial future so you can free up time worrying about money and start focusing on living your dream life.

  • Confidence.

    Cut through the noise and be confident you are making the most of your money. Feel empowered to live your life on your terms.

  • Peace of Mind.

    Be proud that you are contributing to a better future for yourself and your family. You have your goals, you have the plan and now you can enjoy the journey.

Contact Us

It’s so nice to meet you…

We exist to help you build and create a life that is in alignment to your values, a life you are excited about. We are passionate about helping you reach your goals in business and life.

It starts with exploring your visions for the future and mapping out the steps to help you get there. Building and planning for the future is so important but you deserve to enjoy your present too. Let’s have a thought for today AND a thought for tomorrow.

It doesn’t matter where you are located, we work with you virtually all over Australia.

Are you ready to take action?

Our Services

  • Accounting

    Accounting and business advice can help elevate your business to the next level. The right guidance and assistance will allow you to spend more time doing what you love and less time worrying about the financials. Our services include:

    • BAS including payroll and superannuation

    • Reporting and compliance

    • Bookkeeping

    • Business advice

    • Personal and business tax returns

    • Tax planning

    • Financial statement preparation

    • Formation of companies, trusts, partnerships and SMSF

  • Financial Planning

    A holistic, personalised financial plan is a powerful tool to create a life on your own terms. We first get clear on your why and then your professional team gets to work on the how. Our services include:

    • Goal setting and education

    • Spending plan

    • Personal insurance

    • Superannuation

    • Investing for your future

    • Ethical investing

    • Planning for life events (e.g. family planning, purchasing a home)

    • Retirement planning

  • Estate Planning

    Estate Planning is about so much more than a will. Your estate plan is your chance to tell a story, to leave a lasting legacy for the people you care about and to have peace of mind that your loved ones are taken care of. Our services include:

    • Meetings with your Adviser and Lawyer

    • Education Course with expert lawyer Lucy Percy

    • Will

    • Attorney documents

    • Letter of wishes

    • Superannuation nominations

    • Document storage

Contact Us

How our Clients Feel

  • Financial Planning

    “The world of finance can be a minefield - Tara and Amy at Kardinia Accounting and Advice helped us review our budget and developed an investment plan in preparation for retirement.

    Looking to retirement is a huge life transition and not only were they financial counsellors but inadvertently also personal counsellors - very compassionate, respectful and understanding.

    By participating in their educational component and accessing links to other sources, I feel the peace of mind that comes with being better informed to make the best decisions for our financial future - thanks Tara and Amy”

    Mary and David

  • Financial Planning

    “Before working with Kardinia Advice I was experiencing Financial instability. Not knowing what or how to invest, and how to get the most out of my finances.

    Tara and Amy showed me that I had a lot of options, all of which were explained in easy to understand terms. I still had control over my finances and I made informed choices on which way was best for me.

    This has made a big difference in my life. I know exactly what to expect over the whole of my retirement.

    In a word I feel relieved. I know my finances are in good hands. Trust is so important, trust and confidence is more important, and you have given me that confidence. I would recommended in a heart beat.”

    Leanne

Contact Us

So, here’s the plan…

Book a chat.

Let’s chat about you and check to make sure that we are the right Advisers to help - This one’s on us.

Create a Plan.

We will work together to identify what’s important to you, where you want to go and how to get you there.

Enjoy the Journey.

With the finances taken care of you can focus on what’s important to you.