4 Reasons why you should Save & Invest NOW!
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.
As the cooler weather starts to set in, many of you will be feeling more relaxed, with uncertainty around the Federal Election now resolved.
Thoughts now turn to tax. With that in mind, we’re starting off this month with a list of tips to make the end of financial year as easy as possible. Now is also a great time to review your professional goals. To help you out here, we’ve included a piece on the traits of successful people. Have you got the right habits to reach the top?
We then look at what it means to have a long and happy relationship with your super, before putting a spotlight on life insurance. There are many variables involved in choosing the cover that’s right for you, and we help you make sense of them.
To wrap things up, we analyse the growing trend of financial stress amongst Australians, before finishing with some tips on how to avoid information overload.
Making the most of the end of the financial year - As the end of the financial year draws closer, thoughts turn to tax. So how can you streamline your tax return while ensuring you take advantage of all the claims that are possible? (See more...)
Traits of successful people - Richard Branson, of Virgin fame. Red Balloon founder Naomi Simpson. Bill Gates of Microsoft. Oprah Winfrey of… well, you get the theme. (See more...)
The benefits of a long, happy relationship with your Super - Superannuation is a long-term financial relationship. It begins with our first job, grows during our working life and hopefully supports us through our old age. (See more...)
How much life insurance is enough? - Australians enjoy access to a strong safety net, with universal healthcare and the new Disability Support Scheme. But will this be enough to protect your family’s standard of living if you or your partner die or become too ill to work? (See more...)
Tackling financial stress - You’ve probably heard of social stress – fear of fitting in, feeling anxious about meeting new people. But there’s another form of stress on the rise that’s potentially affecting Australians much more regularly and seriously than getting butterflies before giving a speech. (See more...)
Managing the information overload - It’s 2019. We’re well and truly in the digital era. Statistically speaking, you probably not only have a desktop computer, but a laptop and a smart phone too. (See more...)
With that in mind, if you can’t make sense of the media noise, perhaps it’s time for a review. We’re always here to help you make sense of changes as they apply to your financial situation, while keeping your goals and circumstances front of mind.
We hope you have a wonderful winter.