Services for Families & Individuals

Finnegan Partners' team provides families and individuals with a wide range of professional accounting services.

• We assist our individual clients with the preparation and electronic lodgement of their income taxation returns.
• We assist our clients to meet their long and short-term financial goals by helping them to plan their finances, map out family budgets and identify opportunities to save money.
• We help our clients to structure their financial assets to maximise their income position and achieve the most tax-effective financial position for the life stage they are at through strategic financial planning.
• We assist our clients to minimise taxation and maximise savings on estate administration costs through effective succession planning and estate planning services.
• We offer our clients strategic retirement planning, our network of financial planners, mortgage and loan brokers, and other financial service providers providing comprehensive support to meet your financial requirements.
• Our network of legal representatives can assist you in the preparation of wills, contracts and other legal agreements.

Whether you are looking to start a family, planning to purchase your first home, or looking forward to retirement, the team at Finnegan Partners will provide a bespoke personalised service that helps you prepare for the major financial milestones in your life.

Have an upcoming appointment with our office? Click here for a simple checklist to assist in your preparation for the meeting.