Our Services
Solutions across the full range of wealth services.
We help people across a range of disciplines.
The Ferizis Group area’s of expertise include:
Tax & Accounting
- Strata Management Returns & Audits
- Business & Entity Tax Preparation
- SMSF Tax Preparation & Compliance
Business Advisory Services
- Cash Flow & Profitability Analysis
- Business Advice & Structuring
- Strategic Planning
Financial Planning
- Projection Modelling
- Personal Cash Flow & Lifestyle
- Personal Protection
Superannuation
- Retirement Planning
- SMSF Advice & Establishment
- Technical Advice
Lending
- Homeloans & Refinancing
- Personal & Business Loans
- Learn more at Loan Advantage
Wealth Management
- Wealth Creation
- Personalised Investment Portfolios
- Intergenerational Wealth
How It Works
We keep the process simple, independent of the complexity of your finances.
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Consultation
An initial conversation to understand more about your specific situation and how we can help you progress towards your goals.
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Strategise
A more in depth meeting where we outline the specific strategies that enable you to achieve your goals and answer your questions.
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Implement
If you decide to proceed with the strategies, we help you every step of the way. We will continue to fine tune your strategies over time.