Services

At PCR we believe that our clients go on a journey with us. Our process provides you with strategic advice when you require it, not just when you ask for it. We help you manage every aspect of your financial affairs and because we establish a one-on-one relationship, noting how you would like to Live Life, our advice is customised completely around you.

Below is how we help you with that journey and provides insight into the services you can expect along the way. The services listed are not an exhaustive list but aim to provide you with a guide as to what to expect.

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