Roberts and Cowling

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  • Welcome to the Roberts & Cowling website!
  • Now is the best time to plan for your tax.
    Call the office to arrange a tax plan for 2010 now.
  • The June Quarter R&C Newsletter is out. Any comments or additions for future editions are more than welcome!
  • Is your 2009 income tax return complete? Final date for lodgement is approaching quickly. Contact the office to arrange your 2009 income tax return now!
R&C Overview arrow Affiliations
Affiliations
Visit PT PartnersPT PARTNERS

PT Partners is a Springwood-based accounting and business advisory firm. Roberts & Cowling and PT Partners have forged a strong relationship through cross referral of clientele. PT Partners may be used in client engagements where more specialized expertise is required in the areas of large business restructures, financial planning, succession planning and other similar areas.

The firm is large enough to offer a complete range of accounting and financial planning services, yet small enough to retain a personalised approach. They can offer client complex tax advice, business restructuring and financial services such as wealth creation, wealth protection and retirement planning.

 

Visit ABNABN

The Australian Bookkeepers Network or ABN is an organization that provides bookkeepers with support and resources to manage their firms more professionally and responsibly.

ABN allows their members a method to allow them to lodge BAS forms legally.

Furthermore, they assist with education and training to ensure our staff are knowledgeable and up to date with the latest bookkeeping methods.

 

Visit IMMINDOOROOPILLY MONEY MANAGEMENT (IMM)

Indooroopilly Money Management (IMM) has been providing financial planning services to the Indooroopilly and broader Brisbane community for the last 20 years. Based out of Indooroopilly Shopping Centre Professionals Tower, IMM has established itself as a specialist in providing STRATEGIC financial planning advice to all sectors of the community. IMM has recently established two divisions within the firm to cater for the goals, value’s and needs of it’s current and prospective client base. Firstly, the newly formed Wealth Accumulator Division, will generally cater for those aged between 25-50. We understand that this age group will definitely have their own unique challenges, which just as equally demand unique financial strategies and advice. Secondly, the Retirement Transition Division, has been developed to provide expert advice in the realm of pre and post retirement strategies for those aged 50+.

 

Visit Chrysalis WealthCHRYSALIS WEALTH

Chrysalis Wealth is a relatively new business and wealth coaching organisation. Lachlan and Ray, founders of Chrysalis, introduced themselves to R&C a number of months ago and we have been impressed by their professionalism and drive. Chrysalis Wealth can provide R&C clients with an opportunity to align their values and aspirations to drive better, more profitable business. They are an organisation of exceptional individuals who can impart their vast experience and help improve client outcomes. We throroughly recommend our clients look into business coaching with Chrysalis Wealth. As Ray notes, if Tiger Woods, the worlds best golf player, still needs a coach, then that is good enough for me! We can always improve our businesses and build wealth for our furture.