A home for all your financial planning business.
A home for all your financial planning business.
A home for all your financial planning business.
Financial planners spend their days managing other people's money. We make sure the accounting behind your own business is just as well looked after, with the compliance, tax planning, and reporting that keeps your practice running smoothly.
Financial planners spend their days managing other people's money. We make sure the accounting behind your own business is just as well looked after, with the compliance, tax planning, and reporting that keeps your practice running smoothly.
Our Solution
You advise your clients on their life plan. We do the same for yours.
You advise your clients on their life plan. We do the same for yours.
Financial planning businesses face the same compliance pressures and growth challenges as any professional services firm, with a few unique to the industry. Here is how we approach accounting for financial planners. Together, it is PLAN.
Financial planning businesses face the same compliance pressures and growth challenges as any professional services firm, with a few unique to the industry. Here is how we approach accounting for financial planners. Together, it is PLAN.
Precision
Financial planners work with numbers every day and expect the same standard from their accountant. We prepare everything accurately, meet every deadline, and leave nothing to chance.
Precision
Financial planners work with numbers every day and expect the same standard from their accountant. We prepare everything accurately, meet every deadline, and leave nothing to chance.
Licensing Awareness
We understand the regulatory environment financial planners operate in and make sure your accounting supports your licensing obligations and ASIC compliance requirements.
Licensing Awareness
We understand the regulatory environment financial planners operate in and make sure your accounting supports your licensing obligations and ASIC compliance requirements.
Availability
Your clients come first. We stay on top of your accounting obligations so you are never distracted by a compliance issue or unresolved tax question.
Availability
Your clients come first. We stay on top of your accounting obligations so you are never distracted by a compliance issue or unresolved tax question.
No Surprises
We forecast your cash flow, estimate your tax liability in advance, and give you a clear picture of your financial position throughout the year.
No Surprises
We forecast your cash flow, estimate your tax liability in advance, and give you a clear picture of your financial position throughout the year.
Our Solution
You advise your clients on their life plan. We do the same for yours.
Financial planning businesses face the same compliance pressures and growth challenges as any professional services firm, with a few unique to the industry. Here is how we approach accounting for financial planners. Together, it is PLAN.
Precision
Financial planners work with numbers every day and expect the same standard from their accountant. We prepare everything accurately, meet every deadline, and leave nothing to chance.
Licensing Awareness
We understand the regulatory environment financial planners operate in and make sure your accounting supports your licensing obligations and ASIC compliance requirements.
Availability
Your clients come first. We stay on top of your accounting obligations so you are never distracted by a compliance issue or unresolved tax question.
No Surprises
We forecast your cash flow, estimate your tax liability in advance, and give you a clear picture of your financial position throughout the year.
Our Services
Accounting services built for financial planning businesses.
The accounting services financial planning businesses rely on to stay compliant, manage their practice, and focus on their clients.
Tax Compliance
We handle every tax obligation for your practice accurately and on time so you can focus on your clients.
BAS and IAS Lodgements
We manage every lodgement completely so they are always submitted correctly and on time without you having to follow up.
Business Solutions
We manage every lodgement completely so they are always submitted correctly and on time without you having to follow up.
Cash Flow Management
We forecast and manage your cash flow so your practice always has the funds it needs to cover costs and invest in growth.
Tax Planning
We build a proactive tax strategy throughout the year so you are capturing every deduction and never hit with a bill you were not expecting.
Financial Reporting
We track your income, profit and loss, and performance through Xero so you always have accurate, current data to guide your decisions.
Business Advice
From pricing your services to reviewing your structure, we offer practical advice that helps your financial planning business grow profitably.
Our Services
Accounting services built for financial planning businesses.
The accounting services financial planning businesses rely on to stay compliant, manage their practice, and focus on their clients.
Tax Compliance
We handle every tax obligation for your practice accurately and on time so you can focus on your clients.
BAS and IAS Lodgements
We manage every lodgement completely so they are always submitted correctly and on time without you having to follow up.
Cash Flow Management
We forecast and manage your cash flow so your practice always has the funds it needs to cover costs and invest in growth.
Tax Planning
We build a proactive tax strategy throughout the year so you are capturing every deduction and never hit with a bill you were not expecting.
Financial Reporting
We track your income, profit and loss, and performance through Xero so you always have accurate, current data to guide your decisions.
Business Advice
From pricing your services to reviewing your structure, we offer practical advice that helps your financial planning business grow profitably.
Our Solution
If these problems sound familiar, you're not alone.
The accounting challenges most financial planning businesses face and exactly how we solve them.
Without Elephant
Compliance eating into client time
No clear picture of profitability
Overpaying tax
Cash flow unpredictable
Current accountant doesn't get financial planning
With Elephant Advisory
Every lodgement handled, you stay focused
Real-time reporting through Xero
Year-round tax planning
Forecasting built around your income model
Specialists with direct industry experience
“Clean software is not enough. You need clean process, clean data and a that knows how Xero should actually run.”
“Clean software is not enough. You need clean process, clean data and a that knows how Xero should actually run.”
“Clean software is not enough. You need clean process, clean data and a that knows how Xero should actually run.”
FAQ
Let's clear a few things up.
No jargon, no runaround - just honest answers.
Do you specialise in accounting for financial planning businesses?
Which types of financial planning businesses do you work with?
Can you help with ASIC and licensing obligations?
How do you help financial planning practices manage cash flow?
Can you help reduce the tax our practice pays?
Do you use Xero with financial planning businesses?
Do you specialise in accounting for financial planning businesses?
Which types of financial planning businesses do you work with?
Can you help with ASIC and licensing obligations?
How do you help financial planning practices manage cash flow?
Can you help reduce the tax our practice pays?
Do you use Xero with financial planning businesses?
Do you specialise in accounting for financial planning businesses?
Which types of financial planning businesses do you work with?
Can you help with ASIC and licensing obligations?
How do you help financial planning practices manage cash flow?
Can you help reduce the tax our practice pays?
Do you use Xero with financial planning businesses?
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.