OKeeffe Walton Berry
Accounting Services in Boroondara
www.lanyonpartners.com.au/
Remember you found this company at Infoisinfo
3-9861610?
Address
Po Box, 8161 L1, 971 Burke Rd. Camberwell. Boroondara, VIC, 3124.Are you the owner or manager of this company?
What you should know about OKeeffe Walton Berry
For expert advice on financial planning, insurance broking and tax and business services that will help your financial future, contact lanyon partners today. Do you have financial strategies in place that will help you live after you retire? if not, make sure you speak to the experts at lanyon partners.
We have a proven track record of over 50 years, and use our unique join of Tax and Business Services, Financial Planning, Life and General Insurance and Legal Services to yield you with complete financial security. We plan, build, manage keep everything our clients need for a optimistic financial future. His special expertise is in the areas of business structuring and capital gains tax. Igor is CPA capable and joined the Landon Partners team in 2013 bringings with him 14 years of experience in the tax and business services area busy with small and lenient size businesses as well as with individuals. Nathan has a broad exposure to many industries, including real estate, retail and franchise businesses, legal, business consulting, television production, investment entitles, tradespeople and medical professionals, to name a few. Barbara is a CA and has 25 years’ experience in Chartered Accounting assisting businesses and high net riches individuals with their accounting and taxation requirements. She says the reason she enjoys accounting is that she enjoys helping clients accomplish their goals. Bruce is a family man who enjoys playing golf and is an avid Hawks supporter. Peter’s expertise is in assisting individuals with their Superannuation and pension benefits, investments and insurance requirements. This includes advice pertaining to investments, structures, estate planning and risk management, superannuation, gearing and meeting lifestyle goals. In his private time Derby enjoys traveling. Away from work Toni enjoys family time especially with her husband and two young children. Kathy joined Landon Partners in 1997 to head the istration team of the Financial Services unit and provides quality service to our Financial Planning clients. With over 35 years experience in the Financial Services Industry, Kathy has everlasting been qualified to aid clients with their inquiries and provides exceptional encourage to advisers and staff ensuring clients receive the best feasible advice with any problems resolved in a most professional manner. For more than 40 years Landon Partners has been delivering lofty quality financial planning and assets management services to local businesses and individuals. Our team of expert advisers and financial planners are dedicated to helping you plan and construct your financial tomorrow successfully so you can enjoy the lifestyle you have perpetual wanted. Proficient in providing comprehensive financial advice on a range of matters, Landon Partners is one of Melbourne’s leading riches management firms providing suited advice on the following: Appropriate investment structures including trusts and companies. Thomas comes with a prosperity of experience across the insurance industry providing a tailored approach to insurance for clients across all industries. With over 18 years experience in the insurance industry, Michael designs and implements insurance programs with specific focus on individual client needs. Kate has over 10 years experience in the insurance industry providing specialist insurance solutions for businesses across all industries. We bear a broad range of insurance solutions including: With over 35 years’ experience as both in house and outer corporate counsel as past head of the commercial division of a national law firm and through the development of long term trusted relationships, Director Principal, Alan Read, has been engaged as adviser to a range of tall profile commercial clients to achieve the most good solutions for their specific needs. Greg has knowledge in providing strategic business and commercial advice to owners of private and family businesses in areas such as mergers and acquisitions restructuring business succession planning and asset protection.
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We have a proven track record of over 50 years, and use our unique join of Tax and Business Services, Financial Planning, Life and General Insurance and Legal Services to yield you with complete financial security. We plan, build, manage keep everything our clients need for a optimistic financial future. His special expertise is in the areas of business structuring and capital gains tax. Igor is CPA capable and joined the Landon Partners team in 2013 bringings with him 14 years of experience in the tax and business services area busy with small and lenient size businesses as well as with individuals. Nathan has a broad exposure to many industries, including real estate, retail and franchise businesses, legal, business consulting, television production, investment entitles, tradespeople and medical professionals, to name a few. Barbara is a CA and has 25 years’ experience in Chartered Accounting assisting businesses and high net riches individuals with their accounting and taxation requirements. She says the reason she enjoys accounting is that she enjoys helping clients accomplish their goals. Bruce is a family man who enjoys playing golf and is an avid Hawks supporter. Peter’s expertise is in assisting individuals with their Superannuation and pension benefits, investments and insurance requirements. This includes advice pertaining to investments, structures, estate planning and risk management, superannuation, gearing and meeting lifestyle goals. In his private time Derby enjoys traveling. Away from work Toni enjoys family time especially with her husband and two young children. Kathy joined Landon Partners in 1997 to head the istration team of the Financial Services unit and provides quality service to our Financial Planning clients. With over 35 years experience in the Financial Services Industry, Kathy has everlasting been qualified to aid clients with their inquiries and provides exceptional encourage to advisers and staff ensuring clients receive the best feasible advice with any problems resolved in a most professional manner. For more than 40 years Landon Partners has been delivering lofty quality financial planning and assets management services to local businesses and individuals. Our team of expert advisers and financial planners are dedicated to helping you plan and construct your financial tomorrow successfully so you can enjoy the lifestyle you have perpetual wanted. Proficient in providing comprehensive financial advice on a range of matters, Landon Partners is one of Melbourne’s leading riches management firms providing suited advice on the following: Appropriate investment structures including trusts and companies. Thomas comes with a prosperity of experience across the insurance industry providing a tailored approach to insurance for clients across all industries. With over 18 years experience in the insurance industry, Michael designs and implements insurance programs with specific focus on individual client needs. Kate has over 10 years experience in the insurance industry providing specialist insurance solutions for businesses across all industries. We bear a broad range of insurance solutions including: With over 35 years’ experience as both in house and outer corporate counsel as past head of the commercial division of a national law firm and through the development of long term trusted relationships, Director Principal, Alan Read, has been engaged as adviser to a range of tall profile commercial clients to achieve the most good solutions for their specific needs. Greg has knowledge in providing strategic business and commercial advice to owners of private and family businesses in areas such as mergers and acquisitions restructuring business succession planning and asset protection.
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We consider your plans and your individual circumstances when setting up the business structure that is correct for you. Accurate structuring and ownership of assets particularly when setting up a business and conscientious consideration of the timing and method of sale of wealth particularly when selling a business can result in very considerable savings. Landon Partners offers a stuffed range of services including company searches, checking the availability of names for businesses (and then registering the names), company and personal name searches, preparation and lodgement of BASIC documents relating to changes in company details, annual BASIC company statements, and maintenance of company and believe registers. The Landon Partners team includes many professionals with decades of experience in assisting clients with these important decisions. Buying a franchise business is very different to buying any other type of business, as franchising is an industry with its own legislation and specific financial issues. We can assist you to make an informed decision about the buy of the franchise business, the superior structure to use and yield ongoing business, accounting and taxation advice. This is a very specialized area that requires the assistance and expertise of accountants, lawyers, consultants and other professionals. In conjunction with these other professionals, we have provided the accounting, financial and strategic advice that is needed to aid successfully set up a franchise. We can produce this advice to you to assist you set up a triumphant franchise system. Paying bills and maintaining enough records for tax purposes can often be an unwanted burden. These types of situations require orderly planning for business succession. Is insurance in store that can produce proceeds to fund a business transaction? In providing a comprehensive service we make recommendations in areas including: We enjoy busy with our clients in planning and protecting them in these situations. We can utilize this experience in preparing expert valuations and yield further advice to our clients relating to these important business decisions. Landon Partners has been building prosperity for our clients for almost 50 years. Due to operating our own ASL we are not aligned to any notable fund manager and are able to focus on recommending those companies and fund managers we consider leaders in their field based on performance, risk and cost. Landon Partners Share portfolios are researched and managed by our in house specialists as part of the investment committee. Landon Partners Financial Advisers are specialists in helping clients understand what is needed to fund individual retirement goals and can draw on a range of strategies and investment solutions to ensure you can live the retirement you deserve. We take the time to comprehend your business so that we can best identify the right type of insurance to keep you, your business and your assets. You will earnings access to over 150 national and international insurers, so we can find you cover, no matter how unique your business is. Maintaining a different range of commercial, public sector and private clients and with a background of providing in house legal counsel, Landon Partners Legal focuses on the provision of cost effective, pragmatic, legal and commercial services aimed at achieving the superior outcomes for the client. In supporting our clients we operate nationally and internationally. When dealing with information technology law, there are many questions and new issues that require extensive experience.
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