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 & 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