The Private Financial Group (PFG) grew from the desire to help SMEs with the challenges of running a business – and the many facets of tax planning, GST compliance, cash-flow planning, financial reporting, employee super, and exiting strategies.

With our two partners both being Chartered Tax Advisors with a wealth of knowledge, and more Certified Practising Accountants as well, your needs are listened to carefully before a tailored plan is put forward.

Our partnership with Lifetime Wealth (also at Redcliffe) means we can offer an all-round financial planning solution — working with the business owner on their retirement and superannuation planning.

Yes we can also set up Xero or MYOB for you and train staff on this. Systems are important to get your business ready for the fast-moving digital economy.