Financial Planning

bishop collinsAPEX Insurance Brokers offers financial planning services through our partnership with Bishop Collins Chartered Accountants, a long established financial advisory practice who will support us in providing you with a higher level of financial planning services.

Bishop Collins are a dynamic professional services firm with a proud history of delivering financial and business solutions to its clients. For many years, Bishop Collins has taken the time to develop business relationships and understand the needs of its clients. This vital process allows us to match your needs with our services.

Bishop Collins has a team of highly qualified accountants, business advisors and staff who specialise in taxation and business consultancy. You can rely on us to be prompt, accurate and professional in everything we do.

We will provide you with the best possible advice, information and assistance to help you achieve business and financial success.

At Bishop Collins we offer a comprehensive range of services to our clients. Our core business areas are:

  • Management accounts and business improvement
  • Commercial specialist services
  • Taxation specialist services
  • Taxation compliance services
  • Audit, and
  • Financial Planning.

We can provide you with the right knowledge, expertise, service and commitment to help you achieve your financial goals. Let us be part of your financial success.


Commercial Specialist Services

  • Asset Protection
  • Business Plans
  • Business Purchase
  • Business Sale
  • Business Succession Plans
  • Business Valuations
  • Estate Plans
  • Employee Share Ownership
  • Finance & Leasing
  • Property Development & Syndicates
  • Retirement Plans
  • Risk Management Reviews
  • Strategic Plans

Taxation Specialist Services:

  • Capital Gains Tax Concessions
  • International Tax
  • Salary Packaging
  • Sale of Business
  • Superannuation Advice
  • Taxation Audit Support
  • Tax Effective Structures
  • Tax Planning
  • Workers Compensation Insurance

Audit Services:

  • Forensic Accounting
  • Internal Audit
  • Special Purpose Audit
  • Specialist Registered Club Audit
  • Statutory Audit

Compliance Services:

  • BAS Returns
  • Computerised Accounting Assistance
  • Land Tax
  • Payroll Tax
  • Taxation Returns

Financial Planning:

  • We are a fee for service practice and do not take commissions
  • Strategic financial planning advice
  • Holistic planning
  • Insurance, Wills and Estate Planning
  • Self Managed Superannuation
  • General Investment Advice
  • Share Portfolio construction (via strategic alliance)

Contact Bishop Collins now on Telephone: 02 4353 233

 

Our Office locations

CENTRAL COAST
Suite 8, 1st Floor
Fountain Plaza
148 Central Coast Hwy
Erina NSW 2250
LIVERPOOL
Level 1, 108 Moore Street
Liverpool NSW 2170
TAMWORTH
Suite 2, 315 Peel Street
Tamworth NSW 2340

Contact details (all locations)
Ph: 1300 85 APEX (2739), Fax: 1300 85 1FAX (329), PO Box R500, Royal Exchange NSW 1225