FirmChecker Score
9.6
Star Star Star Star StarAreas Of Expertise Reviewed
- Business Advice (38%)
- Tax (29%)
- Financial Planning (17%)
- Self Managed Super Fund (8%)
- Company Secretarial (4%)
- Payroll (4%)
Fee Information
- Fixed Fee (45%)
- Other (27%)
- Retainer/Subscription (18%)
- Hourly Rate (9%)
Industries Serviced
- Other services (18%)
- Professional, scientific & technical services (18%)
- Arts & recreation services (9%)
- Construction (9%)
- Health care & social assistance (9%)
- Public administration & safety (9%)
- Accommodation & food services (9%)
- Manufacturing (9%)
- Rental hiring & real estate services (9%)
About Journey2 Business & Personal Wealth
We work with SME's that are out growing their traditional tax only focused accountant.
What our focus for our clients is - MORE PROFIT - LESS TAX - MORE CASH & WEALTH - AND A BETTER LIFESTYLE
OUR MISSION therefore is to provide our clients with the clarity of direction, tools & support needed in their journey2 business and personal wealth. We do this by fully understanding what our clients needs, wants and goals are, so that we can then recommend, implement and monitor the tailored MOSAIC of services and strategies designed to guide our clients to better:
M maintain control of their day to day business & financial affairs
O optimise & manage their tax obligations
S secure the cash flow and finance needed for operations and growth
A achieve their desired work life balance
I increase the profitability and sell ability of their business
C create, grow & protect their wealth assets
The mission is delivered by adopting and delivering the KAIZEN philosophy via 5 core services providing the client with a structured frame work of continuous improvement for their business and financial journey, which is why they are called the KAIZEN JOURNEY2 SERVICES. They are:
1. Annual Wealth & Goals Review
2. Annual Budget & 3 Year Forecasts
3. Monthly Actual to Forecast Performance Reviews
4. Regular Touch Base Chats/Meetings
5. Annual Performance Trend & Progress Review
Of course in addition to this we do all the usual stuff that every other accountant does. We just do it better!!
The senior accountants are experienced in much more than just tax accounting with a demonstrated history of working with SMEs as a virtual CFO. Skilled in identifying opportunities to solve problems, Business Restructures, Negotiations, Cash Flow, Budgeting, Business Planning, Business Appraisals, Business Advisory, Succession Planning & Estate Planning. One client said out tag line should be ' We fix Shit' .
Size: 4 Employees
Location
Suite 10B Level 1, , 63 Market Street
Wollongong, NSW 2500
Reviews
Posted by Rose Viglione Practice Manager , Health care & social assistance
Exceptional knowledge of Tax planning
Pros
Assistance with complying with regulations and necessary documentation. Strategies to minimize tax for company & personal, and advice on management of assets to maximize profitability.
Areas for Improvement
Nothing I can criticise , or think needs improvement
Billing Method:
Fixed Fee
Work Type:
Tax
Specific Job:
December interim tax planning
Posted by Dennis Tomasi owner , Rental hiring & real estate services
personalised service
Pros
Detailed and accurate advice on wide range of taxation issues
Areas for Improvement
Billing Method:
Retainer/Subscription
Work Types:
Business Advice, Financial Planning, Tax, Self Managed Super Fund
Specific Job:
Bussiness set up and advice for both business and SMSF
Posted by Grant Managing Director , Construction
Proactive & informative
Pros
They are always on top of what is happening in relation to the changes by the ATO & government
Areas for Improvement
I am very happy with John & his team in these trying times
Billing Method:
Fixed Fee
Work Types:
Business Advice, Financial Planning, Tax
Specific Job:
Planning for the immediate & long term future with the current issue of the COVID-19 virus
Hi Grant, and thank you for your comments. Being on top of `what is happening` is the starting point of how we can help your business make more profit, pay less tax, collect more cash, grow and your protect your wealth all of which delivers to you a better quality of life. After all that is what we do for our clients!!
Posted by Nathan Andriolo Owner , Other services
Fantastic Services
Pros
Everything, the team has got you covered in every way
Areas for Improvement
I would confidently say that, John and his team cover everything possible thoroughly.
Billing Method:
Hourly Rate
Work Type:
Business Advice
Specific Job:
Business advice and templates
Nathan, thank you for the comments. Covering you `in every way` is where our service level starts. Think big and continue working towards your business dreams becoming a reality.