Adam Roberts
About Me
I am a Director of Wybenga Financial which is part of the Wybenga Group. Wybenga Group is a boutique Financial Services firm that provides both Accounting and Financial Advisory services. We provide clients with solutions to a number of common problems and concerns including: - Having a contingency plan in case of serious or long term illness - Building Wealth in a tax effective manner - Ensuring assets are held in the appropriate structure i.e. Trust, SMSF, Company - Ensuring assets are protected from litigation - Ensuring that your assets are passed on in accordance with your wishes - Ensuring you are able to meet your retirement objectives - Debt structuring and cash flow management - Taxation advice for Individuals, Trusts, Companies and Self-Managed Superannuation Funds - Business Services, including bookkeeping, monthly reporting and payroll - Preparation of tax returns and financial statements, as appropriate, for Individuals, Trusts, Companies and Self-Managed Superannuation Funds
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 9 Years
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Licensed By Wybenga Financial Pty Limited