Financial Planning and Wealth Management Firms

Accounting Service For Financial Planning and Wealth Management Firms

Stay focused on building wealth for your clients, and let the expert team at Mannion’s look after your business. We’ll make tax time easy with the right tax strategy and annual compliance plan, and we’re here to help grow your business while you keep kicking financial goals for your clients.

Your business partner

We’re much more than a standard tax accountant for financial planning and wealth management firms. Sure, we’ll do all the heavy lifting for you at tax time. But we’re also your business growth partner. Buying or selling a financial planning or wealth management firm? We can help. Thinking about your retirement? Come to us. Want to protect your assets? We have you covered.

Our proactive approach

We’re your year-round accounting and business services partner. Our expert team is constantly monitoring new regulations and developing legislation to keep your business one step ahead. That’s what separates our accounting service for financial planning and wealth management firms from other set-and-forget accountants you’ve had in the past.

We’re here for you

Mannion’s accounting service for financial planning and wealth management firms includes:

Based out of our Caringbah head office in southern Sydney’s Sutherland Shire, we assist a range of local, Australia-wide and international businesses reach their financial goals faster with a proactive approach and personalised service that focuses on easy-to-understand advice to help you make profitable decisions.

Contact us to find out more about Mannion’s accounting service for financial planning and wealth management firms.