We’re with you for the journey.

Sam & Mary Plan for Their Retirement

Personal | Self Managed Superannuation Fund, Tax Returns

Sam and Mary became tax clients of Growth Partners in 2007 in our Albany office. They then moved to Busselton for a period and subsequently moved again to Mandurah.

View Case Study

John & Sally Retire Together

Personal | Estate Planning, Pension, Superannuation

We met John and Sally when they were 65 and 57 years old respectively. They were empty nesters with a small mortgage and planning on retiring in a couple of months. To celebrate their retirement they wanted to undertake some well overdue home renovations and finally payoff their mortgage and be debt free. It was important to John and Sally to have an indexed income of $40,000pa throughout their retirement.

View Case Study

Shane’s Plumbing Business

Business, Personal | BAS, Tax Planning, Tax Returns

Shane had experienced a few of life’s misfortunes and had fallen behind in both preparing his small businesses GST returns as well as his personal income tax returns. He tried to get things back on track but was considerably stressed about being so far behind with the ATO.

View Case Study

Bob & Julie Buy an Investment Property

Personal | Home Loans, Investment Property, Tax Planning, Tax Returns

Bob and Julie came to us to do their tax return. In the process they mentioned that they were thinking of purchasing an investment property in the near future.

View Case Study

Growth Partners