What If Advice + Accounting 54 Jephson Street, Toowong, Queensland 4066
About the Business
Welcome to What If Advice Accounting, located at 54 Jephson Street, Toowong, Australia. As an establishment and finance institution, we are here to help you turn your financial "what ifs" into reality.
Imagine being able to afford the home you've always wanted, going on holidays with your family more often, and providing your children with the best education without crippling debt. At What If Advice Accounting, we understand that life would be amazing if these dreams became a reality.
Unfortunately, many people get stuck in the "what if" stage and never take the necessary steps to change their financial situation. That's where we come in. Our dedicated team will help you set specific financial goals, create an easy-to-follow strategy, and manage its implementation. We even provide you with a technological solution to track and maintain your finances effectively.
We specialize in transforming your financial future. Take our retirement quiz to assess your preparedness for retirement and identify areas for improvement. Discover your money personality and learn how to improve your cashflow through our quiz. We also offer tools such as insurance calculators and lost super searches to protect your family and locate your superannuation.
At What If Advice Accounting, we pride ourselves on being far from your typical financial advice firm. We understand that each client and business is unique, which is why we tailor our strategies to suit your individual needs. Our goal is to help you build long-term wealth, manage your cashflow effectively, and achieve true financial freedom for you and your family.
Our expertise extends beyond wealth creation. We will show you how to legally reduce your annual tax burden and provide insights on superannuation, a complex topic explained in our informative video.
In addition to our services, we offer educational resources to empower you with knowledge. Watch our videos, webinars, and courses to enhance your financial literacy and make informed decisions.
What If Advice Accounting is registered as a Company Tax Agent and our team consists of Corporate Authorised Representatives. We are committed to providing you with accurate and reliable information, but it is important to note that the information and advice on our website is for general purposes only. We recommend consulting a professional financial advisor to assess its suitability for your personal needs and circumstances.
Product Disclosure Statements are available to help you make informed decisions regarding financial products mentioned on our website. It is essential to obtain and read these documents before proceeding with any investment.
While we have taken every effort to ensure the accuracy of the information provided, What If Advice Accounting and its team disclaim all liability for any errors, inaccuracies, or omissions in the information. We are here to guide you on your financial journey and help you achieve your goals. Contact us today to start building your financial future.
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Location & Phone number
54 Jephson Street, Toowong, Queensland 4066, Australia
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Be aware this company charges $475 for an initial meeting where they cannot give specific advice but collect information just to provide a quote. Many good financial advisers will meet you and quote for free."
"Ben was so easy to deal with, upfront and so helpful. I wouldn't go anywhere else. Especially when looking at my financial plan it's not something I can afford to get the wrong advise on."
"Ben and staff were very helpful with obtaining a satisfactory result for us regarding updating our personal life insurance policies. Being a self employed Tradesman ( and over 60 years old ) this was no mean feat.!! Handled with a friendly and professional attitude .Well done Ben . I can Happily recommend What If Advice.Cheers, Malcolm Mackenzie"
"Ben, Conaill, Rejina and Luke really know their stuff! Our clients always provide top feedback on their financial advice and accounting services. Highly recommend these guys!!"
"I've known Ben for more than four years and rely on What If for the accounting for several businesses. Thanks to advice from Ben and his team I am also getting my personal finances in order and have been able to make a plan with improved superannuation that makes me confident for the future. I used to avoid personal financial planning but What If Advice has made the process easy and accessible. Ben and the team go above and beyond providing financial advice and accounting services and are prepared to tackle any challenge. I highly recommend What If Advice. They do not give generic advice they take the time to truly understand your personal circumstances."
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