Transforming your experience of accounting and financial advice

ABOUT

The Figtree Group is located on the Central Coast of NSW and has been servicing the residents of the Coast since 1976. Much has changed since then, and the Figtree Group are always up to speed with the latest changes in business and financial landscapes. We are committed to transforming your personal experience of accounting & financial advice. We have friendly and informed staff with the experience necessary to assist you with any questions you may have. When taking the time to speak with you in person, over the phone or via digital communications, we provide you with professional solutions in a down-to-earth environment.

We know that running your business or maintaining your finances can create plenty of questions, and even the odd headache. We put your mind at ease by answering even complex questions with straight forward solutions. Our accounting team specialise in personal taxation, business & advisory services and our advice team, Figtree Financial, specialise in wealth creation and retirement planning strategies, tailored to your individual needs.

Our goal is to simplify these often complex areas to provide you with the peace of mind that you are doing the right thing to build a better financial future for you and your family.

OUR SERVICES

Figtree Group Accounting Team
02 4324 5544
Figtree Financial Planning Team
02 4322 1044

Accounting

PERSONAL TAXATION

If you are a basic salary and wage earner, or you also hold investments such as shares or property we can help prepare your personal tax return.

BUSINESS

Are you new to business or running an existing business? Whether you operate as a Sole Trader, Partnership, Company or Trust we can help with all your Compliance, Taxation and Advisory needs.

BUSINESS ACTIVITY STATEMENTS

Come in today to discuss how we can help manage your BAS requirements. We can prepare and lodge your BAS figures so that you remain focused on your business.

SMSF

We can assist with managing your Self Managed Super Fund compliance, administration and taxation requirements. Contact us today to discuss how we can help.

Financial Planning

WEALTH CREATION & INVESTMENTS

We offer expert advice to help you make the most of your investments and create wealth. Contact us today and we can assist you to lay a solid foundation from which your wealth can grow.

SUPERANNUATION

With the rules around superannuation constantly changing, it can be hard to keep up. There are significant advantages to a properly constructed superannuation strategy and can make a big difference when retirement comes around. We specialise in advice on all forms of superannuation including self-managed super funds. Come in today and discuss your options.

INSURANCE

Your life and income are your most important assets. We can review your situation to protect your family, income or business and ensure financial security should anything happen to you. To find out more about these risks and how they can be managed, please contact us today.

RETIREMENT PLANNING & CENTRELINK

If you are retired or thinking about retiring soon, we can help you to create a strategy to meet your objectives. This may include reviewing your superannuation, cashflow and Centrelink eligibility. Please contact us today for an obligation free review.

AGED CARE ADVICE

If the time comes to start looking at aged care options, it can be very difficult and stressful trying to navigate the aged care rules. We can help to guide you through this process, explaining how your personal and financial situation impacts the fees that you can be asked to pay.

Our Team

We're here to help you manage your financial affairs and meet your life goals—
and the first step is to make sure you have access to the right advice.

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Ian Figtree
Senior Accountant
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Dan Snelson
Senior Adviser
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Daniel Biernat
Senior Accountant
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Luke Harrison
Accountant
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Sue Bateup
Assistant Accountant
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Glen Scorer
Assistant Accountant
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Janette Rea
Assistant Accountant
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Theresa Melia
Office Manager
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Bec Dwyer
Client Services Manager
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Mitchell Healey
Trainee Adviser

CONTACT US

Figtree Group Accounting Team
02 4324 5544
Figtree Financial Planning Team
02 4322 1044