Stanley & Stewart Chartered Accountants

Through our strategic alliance with Brett Taggart and his team at Bell Partners Wealth Creation and Financial Advisory, we are able to offer a complete range of financial planning services, from advice on particular investments to wealth creation and retirement income strategic plans.

The fees charged by Brett are based on an hourly rate for giving the advice and neither Brett nor Stanley & Stewart receive any commissions or “kick-backs” from financial institutions upon recommendations being implemented.  Should any commissions be received from financial institutions, these are fully rebated to the client.  This puts Stanley & Stewart’s financial planning service in the enviable position of being able to provide truly independent advice.

Recently there has been changes in legislation which now make it easier to establish your own Self Managed Superannuation Fund (“SMSF”).  This has allowed our clients to take advantages of tax breaks for superannuation funds while maintaining total control over the investments.