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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 & 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

I want to express how grateful I am for the work you guys have done for my family over the past years. I am absolutely pleased and satisfied with your compnay’s services. They work through the process to identify your needs, goals and strategy, and put your plan into action!

Sara Garcia

Customer

In this company they have assembled only certified and experiences employees who stand behind their promise to deliver quality and timely services. It is so great to work with specialists who is truly interested in their client’s needs, goals and preferences. Thank you!

Doug Ramsey

Customer
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BLOG

JobKeeper 3.0
JobKeeper 3.0

On Friday, 7 August 2020, the Government announced adjustments to JobKeeper 2.0 to expand the eligibility criteria for JobKeeper Payment (now referred to as ‘JobKeeper 3.0’), primarily in the wake of the tougher COVID-19 restrictions recently imposed in Victoria. We would like to share with you the JobKeeper 3.0 from NTAA (National Tax & Accountants’ Association Ltd.), for a summary relating…

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