We are locally based on the Eyre Peninsula and have qualified Accountants & Fully licensed Financial Advisors located in our Port Lincoln Office

Where are you now?

Laying the Right Foundations

  • Keen to establish the right foundations for a bright financial future
  • Saving a deposit for a first home or about to buy a first home
  • Wanting to protect themselves and/or their family in the event of illness or death (i.e. insurance and estate planning advice)
  • Looking to make smart investment decisions on their superannuation and surplus cashflow

Successful & Established Families

  • Couples aged 30 to 50, with school aged children
  • Earning good money and making good progress on their mortgage
  • Sensible with their finances and wanting to make smart investment decisions to help secure their financial future
  • Excited about retirement but uncertain if they have enough to retire comfortably

Professional & Business Owners Thinking of Retiring

  • Typically, business owners or professionals in their 50s
  • Have worked hard and built up some investments
  • Ready to either slow down or are counting down to retirement
  • Excited about retirement but uncertain if they have enough to retire comfortably

Is Talking About Retirement

  • “Empty Nesters” with adult children, maybe considering a “Sea Change”
  • Talking about winding back or might have started working part-time
  • Have concerns about having to cut back in retirement
  • Might wonder if they have enough to retire on or if they have to work longer
  • Are over 50 years of age and wanting to enjoy life, not manage finances



About Naomi

Naomi is a highly experienced CPA Accountant, Business and Financial Advisor and SMSF Specialist who loves helping profitable businesses, farming operations, individuals and retirees to save tax, increase their profits, protect their assets and build wealth for the future.

She is a Director of Eyre Accounting Services and Eyre Financial Services and has 25 years’ experience providing advice to businesses and farmers on the Eyre Peninsula. Before moving back to Eyre Peninsula Naomi worked in a few different accounting firms in Adelaide to start off her career and gain valuable experience in different types of firms. Her first knowledge of bookkeeping came from working with a surgeon for many years doing all the office admin, accounts and preparing financial statements for various business entities.

Because Naomi is an owner of a farming, accounting and financial planning business she knows the complexity of running a business, the different types of challenges faced every day and how difficult it is to deal with the volatility of running a farming business in the current fast paced and rapidly changing world.

Naomi has some of the highest qualifications on Eyre Peninsula and one of only a few who have both accounting and financial planning qualifications as well as the SMSF Specialist Accreditation.

Read Naomi's story



About Naomi

Naomi is a highly experienced CPA Accountant, Business and Financial Advisor and SMSF Specialist who loves helping profitable businesses, farming operations, individuals and retirees to save tax, increase their profits, protect their assets and build wealth for the future.

She is a Director of Eyre Accounting Services and Eyre Financial Services and has 25 years’ experience providing advice to businesses and farmers on the Eyre Peninsula. Before moving back to Eyre Peninsula Naomi worked in a few different accounting firms in Adelaide to start off her career and gain valuable experience in different types of firms. Her first knowledge of bookkeeping came from working with a surgeon for many years doing all the office admin, accounts and preparing financial statements for various business entities.

Because Naomi is an owner of a farming, accounting and financial planning business she knows the complexity of running a business, the different types of challenges faced every day and how difficult it is to deal with the volatility of running a farming business in the current fast paced and rapidly changing world.

Naomi has some of the highest qualifications on Eyre Peninsula and one of only a few who have both accounting and financial planning qualifications as well as the SMSF Specialist Accreditation.

Read Naomi's story

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WHAT WE DO

Investments

Self-Managed Super Funds

Budgeting & Cash Flow

Retirement

Estate Planning

Insurance