Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at Pro-Act Business Accounting to guide you towards achieving your financial goals.

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About Us

We are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements.
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Contact Us

107 / 964 Mt Alexander Rd
Essendon VIC 3040
Australia
P. 03 9375 7877
F. 03 9375 7899
E. results@proact.com.au

Our Services

We aim to provide you with advice when your business needs it, not just when you ask for it.

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