When you are running a business you need a trusted advisor to help you navigate the financial landscape.
You Work Hard And You Deserve To Live A Worry Free Life.
Let us assist you with the latest planning opportunities for your Self Managed Superannuation Fund.
Self Managed Superannuation Borrowing And Retirement Strategies
Your Trusted SMSF Specialist, Naomi Durdin
Naomi Durdin is a CPA Accountant, Business & Financial Advisor, and SMSF Specialist, offering a rare combination of expertise.
She has over 25 years of experience helping business owners reduce taxes, improve cash flow, and build wealth.
Naomi owns and operates three local businesses, including a farm, giving her deep insights into business ownership and financial management.
As a founding member of SAPEPAA, Naomi is recognised for her leadership in strategic asset protection and estate planning.
"We feel comfortable in discussing our finances with Triona. We also feel welcome when visiting the office, as we are welcomed when entering, this gives confidence in being a client. Respect is always shown in our discussions and all aspects are pointed out so we understand the situation and direction."
"Triona is very knowledgeable with all aspects of her role and her support with all our superannuation queries are excellent. She is a very honest, down to earth person who goes out of her way to assist with all our queries."
"We have been dealing with Triona for at least 10 years and have nothing but good things to say about her. She explains how and why she does things and is exceptionally knowledgeable in all she does. She is caring and extremely helpful towards us and we value her experience in all she does."
"Triona has been an extremely positive and knowledgeable person to help me through my financially changed situation the last 6 months. I have appreciated her support and advice very much."
Contact Us
Everyone is unique. Let’s talk, go through some quick questions and start planning.
Come To The Office
Getting together is important, it’s where we finalise your plan and get you started on the path to protecting all that is important to you.
Implement The Plan
Begin to make informed decisions about your finances, investments, and long-term financial goals.
Live Your Life On
Your Terms
Without the worry of financial stress because you’ve made the right decisions and planned for your future.
When you know that your financial strategies are working you’ll have more time and money to do the things you really want to do in life.
Without the right financial team, you run the risk of living a stressful retirement and jeopardise your family legacy.
Our Pledge To You:
We will always have your best interests at heart.
You will feel special when we greet you with a smile.
