How we help

We help you plan, act, and regularly review your progress to ensure you’re on track to achieving your financial goals.

For business owners

We provide business owners with a complete service during the full business lifecycle focused on achieving their financial goals. From making money to growing your business, we help minimise the risk and lighten the load along the way.

How we help:
Rest easy in the knowledge that the preparation of your business accounts is in hand and your tax compliance needs are being met. We'll make sure you pay only the tax you should be paying – and no more – and advise on the most tax-effective structural and other matters as they arise.

What we do

  • Analyse and prepare your business interim and end-of-year financial accounts
  • Tax returns
  • GST and activity statements
  • Corporate requirements
  • Payroll and super
  • Tax planning structural, annual and issue-based
Buying or selling a business? Either way, we keep your financial goals in prime position. If you're thinking of buying a business, we provide all the resources you need to support the process. If you're selling, we guide you through the financial aspects and available options.

What we do

Buying

  • Help clients consider what is the right business and size for them - Preliminary financial review of the business
  • Due diligence

Selling

  • Help with succession planning options - Provide financial information for business valuations

As your external CFO, we'll put together a plan with you that's focused on achieving your financial goals for growth, profit and cash flow. Using past and present information, we'll start by understanding your current situation, establish precisely where you should be and monitor your path along the way.

What we do

  • Monitor and identify the key drivers in your business
  • Draw up a budget for the financial year
  • Set Key Performance Indicators's for success in your business
  • Set up Dashboard for at-a-glance information 
  • Benchmarking
  • Assist in financing applications
  • Legal 
  • Structure advice

Starting a business is a complex task. So we work hand-in-hand with you to consider all aspects from the word 'go' – from the core needs of tax structuring to risk minimisation, profit and cash flow and, of course, your expectations for growth.

What we do

  • Regular meetings
  • Business and personal goal setting and monitoring
  • Strategic business planning
  • Structuring for tax and risk minimisation
  • Systems, including accounting
  • Business review health check
  • Add accountability to your business plan

Our 7-step business planning process is a structured, but flexible procedure during which we work through the foundations of your business plan and clearly define focus areas. The end result will be a clear understanding of your goals and an action plan to achieve them.

Financial Planning

Through our dedicated NCA Financial Planning division, we can help you find meaning and direction in your financial decisions.

How we help:
The NCA Financial Planning Division focuses on three major areas: Wealth Accumulation, Wealth Protection and Wealth Preservation. By thinking beyond the numbers NCA Financial Planning works with you to develop a strategic plan designed to assist you in  reaching your personal financial goals within the planned timeframe whilst reducing risk.  Its all about your future financial security.

NCA financial planning has an association with Key Choice Financial Solutions Pty Ltd, which is a Corporate Authorised Representative of Securitor Financial Group Ltd ABN 48 009 189 495 AFSL 240687.

Disclaimer: Key Choice Financial Solutions Pty Ltd and Samantha Hamilton are authorised representatives of Securitor Financial Group Ltd and provide financial planning services through an association with NCA Financial Planning. You may be offered services through Newcombe Clifton Atkins and NCA Financial Planning which are each separate businesses. Each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services provided by Samantha Hamilton and Key Choice Financial Solutions Pty Ltd.//

For individuals

Enjoy the peace of mind that comes with putting your tax affairs in our hands. And we don't just tick boxes. We focus on finding a solution that fits you and your personal goals.

How we help:
Strong personal budgeting is the key to achieving your personal financial goals. We provide our clients with all the tools they need to budget successfully and achieve their aims.

We work closely with our individual clients to find a personal tax solution that works best for them. Rather than just tick the boxes of compliance, we search for the right answer and deliver tax advice on time and to a quality, professional standard.

What we do

  • Personal tax returns
  • 'What if?' advice
  • Tax advice relating to a transaction
You are your biggest asset and in the event of something unforeseen happening to you, your financial goals could be under threat. As part of our duty of care, we can help protect you and your family by referring you to a risk insurer and estate planning lawyer who can plan for an occurrence such as severe disability or death.

Self Managed Super Funds

We provide SMSF's with the solutions and strategy-focused advice that affords them peace of mind. A high level of personal service is part of our day-to-day role while, behind the scenes, our specialist SMSF team ensures that they're on top of the ever-changing developments in Super, making sure compliance is met and opportunities seized.

How we help:
Those people with SMSF's who are pre-pension have different needs to those at the pension stage of life. For pre-pension, we offer Self Managed Super Funds strategy and compliance that's focused on accumulating fund assets as tax efficiently as possible.
For those people at pension stage, our SMSF services are centred on wealth preservation and pension management, while ensuring compliance and tax efficiencies in estate planning.

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