Accounting

The iPraxis accounting team have extensive experience in the management of accounting firms, financial services companies, asset management roles, property sales, mortgage broking, direct share research and most importantly our client’s expectations.
Our goal is to deliver our services to our clients for the best outcome possible for each client. We do this by understanding our clients financial plan and supporting clients through the process of cash creation through to investments and at the end of the year we file the tax return.

Because an accountant can not give personal investment advice, or personal tax strategy advice we work very close with our financial advisers to reduce the amount of tax paid by our clients each year. The iPraxis advisers teach their clients how to reduce tax through researched strategies and use of the best banking products for each client. This reduces the time for our clients and our accounting team and therefore saves clients money each year.

Advice

iPraxis Advisers are trained to put their clients interests first, our process is very simple;

1. Get to know your client’s unique situation before giving any advice.
2. Discuss their different options and agree on a direction to move forward with the client.
3. Draft a workable financial plan to protect family, protect assets, then build wealth and limit risks.
4. Complete any documentation for the client that is required to get the financial plan into place.
5. Review the client’s progress as required - build potential, build wealth, build respect.

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