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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.”
“Going on the FASTTrack Business Success Program has had a substantial impact to my business. It got me to where I wanted to go a lot faster than I expected. Whilst I might have been able to learn and do some of these things myself, they would have taken a lot longer, a lot more effort and money to get it to where it is now. Having the weekly accountability created a fire under my seat to make sure I got done what needed to be done before our next weekly session.”
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.
2015/16 Financial Year @ a Glance - Australian shares outperformed most of our international peers in both price return (an average of -8.5%) and dividend (2.5%), even though our two major sectors, banks and resources, faced a more difficult trading environment. (See more...)
Understanding Risk & Return - When deciding on an investment, it is important to understand the expected risk and likely returns from the investment and determine how this fits with your personal situation and financial needs. (See more...)
Wealth Check-Up - One of the most important keys to successful wealth planning is knowing where you stand from a financial, wealth and estate planning perspective and anticipating how future events might impact your current planning. (See more...)
Risk and Return in a Low Interest Environment - Investors today are grappling with historically low interest rates, and consequently have to take bigger risks if they want to achieve the same returns as achieved 20 years ago. (See more...)
Eight ways the 2016 Federal Budget could change how you invest for retirement - The 2016 Federal Budget included a number of significant changes to superannuation, which may have important implications for your investments in super. (See more...)
Is Your Future Super? - Nearly three quarters of Australian workers (72%) don’t know that the current superannuation guarantee rate is 9.5%, according to the recently released 2016 Australian Employee Insights Report, commissioned by Sunsuper and conducted by Galaxy Research. (See more...)
We hope you enjoy reading this newsletter. We urge you to call our office for advice if there is any area within these topics that you wish to discuss with us.