WHAT WE DO
We offer a wide range of services for both individuals and businesses. These range from accounting and taxation to financial planning and business development. We are also committed to training our clients wherever appropriate to handle their day-to-day matters correctly and effectively by offering training sessions in areas such as filing and bookkeeping. This results in our clients maintaining control over their financial destiny.
However, no matter which of our services interests you, we guarantee to convey information in plain English, provide personalised service and offer fabulous value. Having worked with many small businesses we have come to the conclusion the best thing we can do for our business clients is to get them to a point where contact with us is at a minimum.
These are:
To grow the business to a level where it is stable and operating at a level the owner is comfortable to maintain, and knows when and how we can be of service.
Grow the business so it is independent of the owner. Sufficient growth will result in the appointment of a full time internal accountant minimising the work required by us.
Preparing the business for sale. In which case the purchaser will take over the financial management and the vendor’s requirements will change.
We at Wealth Optimizer have extensive experience in these areas and are able to assist you when required. We are excited about partnering with you.