Welcome to Vault Accountants and Financial Advisers
Hamilton based Financial Services
Vault Accountants and Financial Advisers is a privately owned advisory and accounting group that offers a compelling array of specialists under one roof to all of Australia. Unlike similar advisory firms, we are structured to offer expertise across the entire financial planning landscape. So when you need proper advice on finances you have to contact Hamilton's very own, Vault Accountants and Financial Advisers. Our services are affordable and include transparent advice and management in the areas of accounting, tax, financial planning and advice, insurance, property, superannuation and SMSFs, direct equities, estate planning, finance and legal. All Vault Accountants and Financial Advisers services are quoted on a fixed fee for service, you will know exactly how much it will cost you before you engage our services, coupled with our 100% written guarantee.
Why work with Vault Accountants and Financial Advisers? Because we work with individuals, companies, trusts, SMSFs and partnerships. No matter your size or how much you earn or where you are located, our team of qualified experts can service your needs with ease.We are a registered tax and BAS agent and authorised representative of Shartru Wealth Management Pty Ltd (AFSL 422409). We have dedicated in-house legal, finance and property specialists who guide our decisions in their particular fields and who invest time and effort to ensure they remain current with the dynamics of their sector. Thus when you use Vault Accountants and Financial Advisers you are getting a truly 360 degree service that you can rely on to grow your business.
Vault Accountants and Financial Advisers is not owned by an institution or bank and we work fiercely to protect our reputation of offering advice that is truly client-focused and optimises clients’ particular circumstances and goals. Vault Accountants and Financial Advisers work hard for our clients, our team of accountants, financial advisers and bookkeepers are focused and driven to provide our clients with an on-time service standard ensuring the work we undertake is backed by our 100% money back guarantee. We aren't just preparing your income tax return, we offer every new client a 60 minute complimentary consultation, to ensure they are correctly structured and we will show them how to create wealth and reduce tax.
Vault Accountants and Financial Advisers service include: Accounting and Tax / BAS / IAS / PAYG / STP | XERO Bookkeeping Services | Financial Planning and Strategic Advice | Finance / Loans ( Residential / Investment / Commercial and Motor Vehicle )| SMSF Administration / Compliance and Establishment | Insurance (Life, TPD, Critical Illness and Income Protection) | Property (Direct and Fractional Ownership) | Legal Services (Conveyancing / Family law) | Bookkeeping | Accountant | Tax Returns | Financial Planning | Estate Planning (Wills and Power of Attorney) | Direct Equities ( shares, fixed interest, corporate bonds and ETF's) | Retail and Industry Superannuation
7 reviews about Vault Accountants and Financial Advisers
Vault Group has been incredible for my
Family and I. They were understanding and flexible and helped us get back on track. Could not recommend them any more!
Having looked after my finances for a few years, Fred is fast and efficient with his responses. His knowledge and guidance is dependable and appreciated.
It's taken me a while to write up my review, but the team at Vault have been pretty awesome managing all of our tax, Super and investments. Special mention to Brad, Fred and Morgan who have been flexible and patient with helping us get all of our accounts sorted! The returns from our investments are already out weighing any costs with setting things up!
We would highly recommend Brad and the Vault team as both Financial Advisors and Accountants. The team work efficiently and effectively in all our financial matters and take a real interest and care in helping us set and achieve our financial goals.
When considering financial advice, consider engaging Brad and his experienced team. Vast experience, communicative and expert advice provided in simple language we could understand. We finally feel like we are on the path to financial security and thank Brad and his team for their ongoing efforts.
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