As a client of Hoffman Kelly, you have a unique opportunity to take a holistic approach to plan your financial arrangements.

In order to maximise wealth creation at all stages of life, it is vital that the functions performed by Hoffman Kelly with regards to Accounting and Taxation are performed cohesively with the Financial Planning services relating to Investment, Superannuation, Retirement and Insurance.  We are ideally placed to provide the best possible service in this regard due to the synergies we can offer in all of the above areas.

We are pleased to be able to provide you a referral to a trusted planning partner, or we are happy to work with your existing planners.

Contact us now to see how we can help?

We are pleased to offer an initial (no obligation) consultation in which we review existing structures & processes and provide recommendations to enhance and optimise tax outcomes, asset protection