Experience & Entrepreneurial Vision
At First Equity we recognise that the best financial planning and tax outcomes are achieved by understanding the key outcomes of your business. By collaborating with senior management we formulate a strategy that meets the specific needs of your business.
First Equity directors have advised some of Australia’s most accomplished private business owners – providing comprehensive financial solutions. Our team are comprised of accountants that are themselves business owners with keen entrepreneurial vision. They bring expertise to financial management and business growth.
Our Process: Engaging with Your Business
First Equity understands that all businesses and business owners are unique. Our first step is to identify your current financial situation, your key objectives, and to prioritise specific goals.
Our second step is to undertake a comprehensive review of historical issues to ensure we aren’t blindsided by prior issues, which will enable us to work with you to achieve your financial goals.
Our Services & Expertise
- Tax Compliance
- Specialist Tax Consulting
- Family Office
- Estate & Family Succession
- Wealth Management
- Superannuation / SMSF
- Document Management
A: Lvl 5, 97 Pacific Hwy,
North Sydney, NSW