The Garis Group

Happy EOFY!!

RETIREMENT

When it comes to planning for retirement, the earlier you do this, the better. Planning in advance for your retirement gives you more options to choose from when it’s time to transition towards a life post-work.

Retirement planning is unique to you, so our team work with you to establish what you want in life after you retire.

Our trusted team can help guide you through the steps for investing in a new holiday home or find the best way to set you up for a life of travel.

Call Us (02) 4969 4699

Give your business the edge it needs to succeed with the help of The Garis Group!👌

With 25+ years of experience in health and aged care- businesses, they have the knowledge and capabilities to provide customised strategies and management systems tailored to your individual needs.

TAILORED FINANCIAL PLANNING SERVICES

The Garis Group offers a full Financial Planning service in partnership with Politis Investment Strategies who operate under their own Financial Service License.

Quality Financial Planning advice ensures that our clients benefit from a personalised solution that will assist in achieving financial goals.

Over the years the demand for a Financial Planning service has continued to grow. Our partnership with Politis Investment Strategies is based on integrity and outstanding service standards.

SELF MANAGED SUPER - PERSONAL ACCOUNTANTS

Taking control of your superannuation using a Self-Managed Superannuation Fund can be a powerful way to secure your long term financial future. 💰

We at The Garis Group are SMSF specialists, providing a comprehensive SMSF accounting, administration and investment service – but not until we make sure that it’s the right thing for you. 🧩

Call our professional and friendly team today on 4969 4699.

YOUR NEWCASTLE CHARTERED ACCOUNTANTS

Some of our clients have been with us for over 30 years and we’ve helped them navigate the ups and downs. Nothing brings us more satisfaction than seeing our clients with a smile on their face.

We know that your circumstances will change over time – and we want to be there to help you! We have tailored our services for individuals so that they suit you at every stage of your life.

The best way to offer you the most appropriate services is by getting to know you and your financial situation in detail. The more we learn about you and the longer we are together, the better our service will be for you.

Every journey starts with a single step, so let’s take the time to get to know each other. Book a time for a coffee and a chat with the form below, or call us on (02) 4969 4699.

💠 Income tax returns
💠 Self-managed super funds
💠 Property investment
💠 Sole trader business advice
💠 Financial planning

Stop spending your precious time managing your small business finances.

We offer fixed-fee services packages to cover your cash flow and quality of service needs - no matter the industry or stage your business is in.

Put an end to surprises and get tailored solutions to fit your unique needs!

Are you a business looking for ways to increase efficiency and maintain control of cash flow?

Our family business offers business advising services tailored to fit the specific needs of each individual business.

With expertise from a range of industries, our team is ready to help you reach success.

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