Horsey Jameson Bird is a highly respected financial planning and taxation services practice that specialises in providing clients with a holistic investment and taxation approach.
Our clients enjoy an "end-to-end" integrated financial services solution. We aim to assist clients realise goals such as:
- Increasing net worth
- Protecting family and hard earned assets.
Horsey Jameson Bird's financial services are individually tailored for every client and include:
- Defining goals
- Developing financial planning strategies
- Investment advice and portfolio management
- Superannuation and retirement planning
- Risk analysis
- Protection of lifestyle and assets
- Cash flow management
- Accounting services
- Taxation planning and strategies
- Estate planning
- Ongoing portfolio reviews
We are unique in the Financial Planning Industry and have a proven track record and loyal customer base. We have been practicing since 1982 with many clients benefiting from our services for 20 years and we are proud to now be assisting many second and third-generation family members.