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vshah@milestonewealth.com.au
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Financial Advice & Tax Planning
“Understanding what is important to you and setting clear, short- and long-term goals to help you achieve it”
Every good building has a solid foundation.
If you’re just beginning your financial journey, Milestone Wealth is where you set off on your pathway to financial freedom.
We know you understand the importance of setting and reaching financial goals. However, knowing where or how to start is often the hardest part.
Our service gets you started on your financial journey, by forming a solid structure, where you will see a clear path to achieving your financial goals. It will help you stop making financial decisions based on fear and enable you to identify the order of importance of your major life steps.
Tax Planning
July 1 is too late to start thinking about last year's tax. That's why we provide tax planning services for high income earners and small business advice to get your tax strategy in place as early as possible. As part of our comprehensive tax planning process, we make sure that any business or trust structures are as tax-effective as possible. We advise you on maximizing the tax benefits of asset purchases or leasing. And we help you stay abreast of changes in tax legislation that might impact your tax strategy in the future.