Financial Planning

As well as our tax and accounting services, Mansell & Associates also provides a professional financial planning service, Mansell Financial Planning, so you can effectively integrate your tax planning strategies with your overall wealth creation and retirement plans. 

We are an Authorised Representative of InterPrac Financial Group Ltd (AFSL 246638) and are authorised to give advice on all aspects of your finances, including help with personal insurance, superannuation, shares, managed investments, financing and self-managed superannuation funds (SMSF).

We obviously specialize in taxation, being a practicing member of the Chartered Accountants Australia & New Zealand since 1999. However we’ve always seen the need for a holistic approach to best look after our clients. To facilitate this, we become a practicing Certified Financial Planner firm enabling us to advise clients on wealth creation matters accountants are unable to do.

Many Financial Planning strategies include the need to consider matters of taxation, social security, entity structuring, etc which are all areas of our core expertise.
We’ll work with you to achieve your financial goals.

Financial PlanningAn Authorised Representative of InterPrac Financial Planning Pty Ltd ABN 14 076 093 680
Australian Financial Services Licence Number: 246638
Level 3, 29-33 Palmerston Crescent, South Melbourne Vic 3205
Ph: (03) 9209 9777 Fax: (03) 9209 9731

Enquiry Form

    Call us today on 08 9301 1520

    to book an appointment with our professional accountants in Joondalup.
    Get a free quote