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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
The start of the journey
Business & Accounting Tax
- 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
When You're Gone Plan
Strategy Advice (Financial Advice)
- Shares/Managed Funds/Gearing
- Debt Reduction
- Home Loans
Staying On Track
Measure, review, adjust
Business Management Reports
Board Strategy Meetings
Business Annual General Meeting
Asset Protection Review
Review investment Strategy
Like you dreamed it!
Future Generation Planning
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.
"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."
Preston Coe & Ring helps provide me predictability and new ideas to help with my finances, thus giving me security to have a better life.
“They make things simple & easy to understand; which makes life easy.”
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.
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
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.
So what are some of the financial costs of being unhealthy?
- Lower productivity and energy levels affecting your performance at work or in your business.
- Medical Costs later in life or even earlier in life (as I learned)
- Insurance premiums are higher.
- All that potential unpaid leave and/or missed opportunities
- A shorter lifespan and early mortality (reducing how much you can earn in your life)
All of this is easy to say but how easy is it to implement and start becoming healthy. Like getting to financial freedom, it can be hard to know where to start; that is where having a coach to guide you and get you started to becoming and being healthy can be one of the best financial decisions you will ever make. A coach will give you the steps and knowledge to achieve your health goals and change your life for the better.
Brad Cunningham of The Fit Shop says that:
“You need to begin looking at your health like a bank account.
We all understand that if you take too many withdrawals from your account you’re going to go into the red.
So you need to continually make deposits. Same with your health, overtime you choose a poor food option, drink alcohol, skip exercise you make withdrawals.
And soon enough you will hit the ‘red’ and in this case red meaning: sickness, illness, injury or other health concerns,
So moving forward focus on making more deposits daily for your health.”
Whilst it may take some time and patience to get to the level that you ideally want, it is worth it. You will feel better, you will look better and most importantly you will have the energy to LIVE LIFE!!