Financial Services

‘We take you on the whole journey… not just part of it.’ Jim Vass, Director, ATB Partners

We offer a complete end-to-end financial service

In the early days at ATB we just focused on business accounting. But many of our clients had questions about their personal wealth and we wanted to help.

We wanted to look at the whole picture and provide a more thorough and in-depth service… giving our business owners the best possible shot at financial freedom.

So we became qualified financial planners.

And now as forward-looking accountants and qualified financial planners, our complete end-to-end financial services solution offers you our greatest value proposition.

We deliver access to a wealth of financial advice and information, and we guide and nurture all your personal and business finances… under one roof… saving you time and money.

What are the advantages of using your accountant as your financial planner?

Skill level and qualifications

At ATB Partners, our accountants are fully qualified financial planners,  in addition to holding their accounting degrees and CPA qualifications. Traditional financial planners only hold a financial planning certificate and are not therefore qualified to advise on tax.

Tax expertise

Tax planning is as essential in financial planning, as advice about insurance and investments.

We are able to identify the financial-planning opportunities that sit behind our tax advice, because we are fully qualified accountants who understand tax implications.

Clarity and consistency

Using your accountant as your financial planner ensures all aspects of your wealth management are monitored and maximised.

No more worrying about intricate and complex information being inadvertently lost in translation.

No more waiting for return phone calls from multiple professionals.

Total transparency

We aren’t allowed to provide advice on specific products… so you can be satisfied that our advice is always neutral.

We never, ever recommend a fund, in order to receive commission.

More choice in investments

Our cutting edge cloud-based financial planning modelling software gives you access to a broader range and greater choice of investments… while keeping you in control. We have access to experts beyond most areas, delivering you strategic advice at a very high level.

Save on fees and save on time

We help you avoid time delays from one advisor waiting to hear back from your other advisor and the additional costs that arise from double handling of information and administrative processes….saving you time and money.

Holistic Advice

It makes sense to use a trusted financial adviser who already has a deep understanding of your tax and business finances…and a proven track record of wealth management. A holistic view ensures we can make the most of every opportunity.

Access a comprehensive range of financial solutions

We can advise on Self Managed Super Funds (SMSF’s), mortgages, life insurance, income protection and trauma insurances.  We work with expert partners in all areas and offer strategic advice at the highest level.

We use all the cloud-based technology we can find...and more

By using programmes built with cloud-based technology, we are able to see your complete financial picture, in real time. Real time reports lead to better advice. Real time systems are collaborative, accessible and portable….

…meaning you can be on a beach in the Maldives, and we can be looking at the Parramatta skyline, and both working together on your retirement planning.

We provide upfront, transparent pricing for financial planning

At ATB Partners, what you see is what you get. Fee-for-service financial advice is the only way to ensure non-commission driven advice. We never, ever recommend a fund, in order to receive commission

We help you protect your assets. We guide you through a complex and sometimes confusing financial and investment world.

Ready to integrate your personal and business goals under one roof?

Our team at ATB Partners can now look after every aspect of your financial security, including SMSF and financial planning advice.

If you’re ready to save on time, save on fees and think more strategically about your future…talk to us now.


ATB Wealth Pty Ltd is a Corporate Authorised Representative (No. 456575) of GPS Wealth Ltd | AFSL 254 544

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Contact us to learn how we can help you get ahead in business