Business experts and mentors ... and qualified Financial Planners!


“We take you on the whole journey … not just part of it.”
Jim Vass, Director, ATB Chartered Accountants

 

Financial Services

In the early days at ATB we just focused on business accounting. As passionate small and medium business experts and mentors, we could see the difference we were making to our business clients. 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 success. So we became qualified financial planners.

And now as chartered accountants, business experts and qualified financial planners, you’ll receive a complete end-to-end financial services solution that will really put you ahead of the game.

We deliver you a wealth of financial advice and information, as 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?


Financial Services

Skill level and qualifications


At ATB, our chartered accountants are fully qualified and licensed financial planners, in addition to holding their accounting degrees and chartered accountants qualifications.

Traditional financial planners only hold a financial planning certificate and are therefore not 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 chartered accountants who understand tax implications.

Financial Services

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


You can be satisfied that our advice is always neutral, and we never, ever recommend a fund in order to receive commission.

Investment Choices

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 advise from Financial Adviser

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 (SMSFs), mortgages, life insurance, income protection and trauma insurances.

We work with expert partners in all areas and offer strategic advice at the highest level.

Financial Services

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.

Financial Services

We provide upfront, transparent pricing for financial planning


At ATB Chartered Accountants, 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 a 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 can now look after every aspect of your financial security.

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
Australian Credit Licence 254 544 | ABN 17 005 482 726
 www.gpswealth.com.au | Combined Financial Services and Credit Guide (FSG) | GPS Privacy Policy | GPS Complaints Process | General Advice Warning and Disclaimer

Contact ATB Chartered Accountants today


We're here to help you take control of your business

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