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Willoughby Living

Accountants and Financial Services

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Allsopp Bunting Insurance
Long business description:

If you are one of the 2,000,000 business owners in Australia, then you need to contact us today.

We want to simplify your life and we will have fun doing it. We think about Insurance day and night so that you don’t have to. If you ask us to design a building, do your accounts or brew beer you may well be disappointed but if you ask us to provide you with good risk management advice at a fair price that makes your life easier you will be heading straight to the nearest Ice creamery to celebrate.

We can help you if you:

Give Advice
Own a bar
Run a restaurant
Have a boat
Manufacture ice cream
Operate cherry pickers
Deliver or transport goods (either your own or someone else’s)
Have a property portfolio worth millions
Have a property portfolio with thousands
Have one property
Own tools
Drive a car that needs insurance
Publish magazines
Knock over buildings
Design, Develop and / or construct buildings

Need great advice and service for all your insurance questions
Ring Andrew today to review your insurance needs.

Business Website Address:
Business Phone Number:
0411611988
Business Address:
119 Willoughby Road, Crows Nest
Postcode:
2065
Partell & Associates
Business Name:
Long business description:

Partell & Associates is a small family run practice operating out of Willoughby in Sydney’s north shore. We specialise in complicated individual taxation and small to medium businesses. We are not afraid of hard tasks, no matter how big or small your tax dilemma is. Established in 1998 by Eric W Partell, with the vision to provide easy and simple taxation services to the local area and broader community, Partell & Associates has achieved this goal and we are now in our 19th year of business. With over 30 years of experience setting the foundation of the practice we believe that we can provide a trustworthy and well-priced service from all walks of life, whether it is tough times or simply yearly tax obligations. We can provide these services and many more to our clients in a professional and simplified manner.

Business Website Address:
Business Phone Number:
(02) 9958 7444
Business Address:
Suite 3, 181 High St, Willoughby
Quinn Financial Planning
Long business description:

Hi, my name is Peter Quinn and I’m the founder of Quinn Financial Planning. With over 30
years’ experience as a chartered accountant and financial planner, I want to help you
become financially secure so that you can live comfortably for the rest of your life.

I am a Chartered Accountant (CA), Certified Financial Planner, Self-Managed Super Fund
Specialist (Member SPAA), Accredited Aged Care Professional and a Fellow of the Australian Institute of Company Directors. Having advised many clients over the years, my experience and qualifications enables me to give you a unique balance of technical, compliance, taxation and practical advice.

Quinn Financial Planning’s advisory services include: Financial Planning, Self-Managed
Super Funds, Investment Advice, Retirement Planning, Aged Care Planning, Personal
Insurance Advice, Estate Planning and Tax Management.

We offer a free 45 minute consultation to new clients where we discuss your goals and
objectives, review your financial position and work towards a strategy to help you meet
your short, medium and long-term goals. I look forward to meeting you.

Business Phone Number:
9580 9166
Business Address:
Level 3, 156 Military Road, Neutral Bay NSW 2089
Stapleton Kanjian Tax Accountants & Business Advisors
Long business description:

Stapleton Kanjian Tax Accountants is a family owned business, who are committed to providing quality personalised accounting & taxation services to all their clients.
Stapleton Kanjian Tax Accountants provides tax compliance services, management & advisory services and administration and compliance of self-managed superannuation funds.

Tax compliance services include, but are not limited to preparation and lodgement of income tax returns, financial statements and business activity statements for all entities with the Australian Taxation Office.

Similarly, Stapleton Kanjian Tax Accountants also provides personalised management & advisory services to individuals and small businesses. The team provides bookkeeping services, assistance and preparation of payroll and strategic tax planning advice for all entities.  Stapleton Kanjian Tax Accountants also specialises in the administration and compliance of self-managed superannuation funds, which include but are not limited to annual tax compliance & maintaining records of the members of the fund.

Business Website Address:
Business Phone Number:
02 9971 5640
Business Address:
Suite 8, 1 Redman Road Dee Why NSW 2099
Kameruka Bookkeeping
Business Name:
Business Website Address:
Business Phone Number:
0422 354 841
Business Address:
Northbridge, NSW
Precepts
Business Name:
Long business description:

Precepts is your local Chartered Accounting practice based in Neutral Bay.

We specialise in the advisory, regulatory and annual taxation compliance for small business, family groups and private high net worth individuals.

At Precepts, we are committed to keeping things as simple, safe and tax efficient as possible. Our goal is to provide certainty and peace of mind for all our clients, while saving you time and money. Excellence is at the core of everything we do and we aim to deliver exceptional outcomes, every time.

Our core services include:

Business Services
Tax Preparation, Planning & Advisory
SMSF Annual Compliance
Expatriates, Corporate & International Advisory
Intergenerational Transfers, Succession & Estate Planning
CFO / Consulting Services
Corporate Secretarial Services

We are conveniently located on Yeo Street with plenty of nearby parking. We would love to review your taxation needs and see how we can help you. Call us today to book your appointment or, via our live appointments page.

Business Website Address:
Business Phone Number:
02 8604 4088
Business Address:
Level 2, 50 Yeo Street
Neutral Bay NSW 2089
Vault Finance
Business Name:
Long business description:

Think Local, Vault Finance was born and flourished in the Lower North Shore of Sydney. Founder, Mary has lived and worked her entire life locally and knows and understands the needs of her client regardless of market conditions. At Vault Finance, we work with our clients for the long term. We discuss strategies for now and in the future. We continue to check in so that you can always feel confident that your loan features and financial strategy is right for you. We believe in honest advice and giving our clients all the information upfront so they can make the best decision. We believe in proactive financial management so you can be sure that you are in the right hands even when your situation changes. We believe in full disclosure, building trust and making even the most complex structures easy to understand. Finally, we believe life is short, so we are here to help you make the most of it.

Business Website Address:
Business Phone Number:
0406 422 913
Business Address:
Suite 3/102, 68 Alexander St Crows Nest