We specialise in investment strategies and advice, financial planning, home and investment loans, superannuation, retirement planning, business loans and equipment finance, wealth tips and strategies for your financial security
 
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Personal Services

We can help you minimise your tax!

Our tax services include:
Legal tax minimisation planning
Preparation of taxation returns for individuals
Expert advice on all aspects of income tax including deductibility of expenses, capital gains issues, superannuation, DIY superannuation and fringe benefits

We offer estate planning services:
Minimising taxation when distributing your estate
Lowering tax for your dependents on death using Testamentary Trusts
Review of your needs in relation to wills, enduring powers of attorney, and wealth protection
Review of your affairs to consider security, control, and inheritance

O'Donnell & Richardson
is uniquely positioned to provide you with total financial care.

We offer a FREE Initial, No Obligation Consultation!
Contact us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but will help you decide whether the services we offer are right for your needs.*

*This free consultation does not include tax and accounting services.

 
Personal Services
 

 
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