About Us

At Preston Coe & Ring it isn't just about the numbers, it is about you and what you want to achieve in life. We have a saying "Living for today, saving for tomorrow and protecting in between"; that really symbolises what we are about. We help our clients Live Life and guide them through the journey with our skills and expertise as trusted business advisors, accountants and financial planners.

If you are new and considering using Our Services please look at the Our Clients section. Here you will find some useful information and get an understanding of our culture. Like anything we enjoy working with like-minded people with whom we can really help. You will find some great client testimonials by clicking here.

If you have visited before welcome back and I hope you enjoy the visit.

How We Help

Starting Today

The start of the journey

Business & Accounting Tax

  • Xero
  • Tax Planning
  • Tax Returns
  • Financial Statements
  • Asset Protection Review
  • Risk Management

Individual Client information

  • Assets & Liabilities
  • Income and Expenses
  • Initial Goals
  • Estate Planning

Plan For Living Life

What you are aiming for

Budgets
Business Succession
LifePlan
When You're Gone Plan


Strategy Advice (Financial Advice)

  • SMSF
  • Insurance
  • Super
  • Property
  • Shares/Managed Funds/Gearing
  • Debt Reduction
  • Home Loans

Staying On Track

Measure, review, adjust

Business Management Reports
Board Strategy Meetings
Business Annual General Meeting
Business Succession
Asset Protection Review
Update Budgets
Update LifePlan
Review investment Strategy

Live Life

Like you dreamed it!

Holiday Plan
Family Goals
Upgrade House/Cars
Lifestyle Spending
Future Generation Planning

Testimonials

At the age of 35, I am currently in the worst financial position of my adult life. To get Myself into a better position, I knew things had to change.

After being referred to Peter Marmara-Stewart, I called him and asked for his help. He made the trip from Morwell to Frankston to see me. From the moment I met him, I knew he was going to be the one to not only help me escape my current financial position, but also be the one to help me towards my goal of financial freedom.

Peter is the depiction of genuine. It is evident he genuinely cares and wants to help people. Everything he does demonstrates that. I run a small business and compared with other businesses, Peter and his team help; I am small fish, yet Peter has a way of making me feel like I am his only client.

To Peter and the team at Preston Coe & Ring, thank you for helping me believe I can, not only get out of my current financial circumstance, but for also giving me the belief that I can achieve financial freedom.

I’d recommend Peter to anyone, no matter where you are in the world; he will make you feel like you are there with him in the same town.

Nicole Draper.

"Preston Coe & Ring's help with my tax and finances has made it less stressful and given me more free time for the things I enjoy."

Andrey Yuvchenko.

Preston Coe & Ring helps provide me predictability and new ideas to help with my finances, thus giving me security to have a better life.

Manoj Kumar.

Preston Coe & Ring make it easy to do tax and compliance as well as give good advice on major purchases like a car or business.

Michael Ibragimov.

Preston Coe & Ring make tax easier by making sure it is right and help reduce our tax where possible. This gives me more time do things I would rather be doing

Ron Ritson. Ritson Building Designs

Preston Coe & Ring have helped put us on the right road to tomorrow in doing this we have been able to achieve some personal goals much sooner than we thought possible.

Steve James.

View All Testimonials

Blog

Feb 04

January 2016 Newsletter

Posted by Peter Marmara-Stewart at Thursday, February 04, 2016

A Message from the Managing Director of our Licencee, InterPrac Financial Planning
Garry Crole, Managing Director, InterPrac Financial Planning Pty. Ltd.


We are delighted to present these quarterly insights to you.

As this information is general in nature, whist we hope you find it of interest, it may not apply specifically to you and your circumstances. Your InterPrac Financial Adviser can explain how these insights may apply to you at your next review meeting.

Financial planning is a profession we are very proud of, and InterPrac Financial Planning as the licensee is independently owned. All our planners act in your best interests, following a process to understand each client’s personal circumstances, and providing advice focused on meeting your needs.

InterPrac Financial Planners must meet the educational requirements of the industry, in addition to enjoying regular training across a wide range of topics, enabling them to deliver you a high quality personalised advice.

A Planners’ role is to identify your short and long term financial goals – and then use this information as a foundation for developing your unique plan. Your planner needs to be able to take a complete look at your position – your assets, liabilities, insurance coverage and investment or tax strategies to give you the best advice for you.

Your planner recommends suitable strategies first of all, and products and services follow on from this, they will also answers any questions you have.

Once you’re ready to go ahead, your financial plan will be put into action. Where appropriate, your financial planner may work with specialist professionals, such as an accountant (who may also be your Financial Planner), or solicitor.

Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important that your financial plan is regularly reviewed, to make sure you keep on track.

We hope you enjoy the update and appreciate the value, both intrinsic and actual, as your life is altered for the better, through working with your InterPrac Financial Planner.

Happy New Year's Financial Resolutions - The beginning of a new year is the perfect time to get your finances in order. (See more...)

How will Proposed Changes to CGT Affect the Housing Market - The capital gains tax (CGT) has been cast into the spotlight with a new proposal by The Australia Institute, a Canberra based Think Tank, to tax profits on the sale of houses over $2 million, and to re-think the current 50% CGT discount on the sale of homes held for longer than 12 months. (See more...)

Experts Argue - Will the Bear Roar or the Bull Run? - Equity markets around the globe dropped – big time - at the start of the first trading week of this year. (See more...)

The Value of Financial Planning - A recent survey conducted by IOOF into the True Value of Advice has shown that, whilst money itself may not buy happiness, our financial decisions do indeed impact on our ability to lead our desired life. (See more...)

We encourage you to call our office to get advice on any of these topics, we are here to help.

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