Insurance – Assets Protection

Wealth and Lending

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Insurance – Assets Protection

Protecting yourself and your family from potential disasters is a vital consideration for people live in Australia. Without the correct insurance policy in place, you may be leaving yourself open to financial risk. At JTCA, our team of specialist risk advisers provides personalized insurance advice to help reduce financial risks that you, your family, or your business may face each day. We work with you to develop a comprehensive insurance strategy that is tailored to your unique needs and circumstances.

Our approach is to look at your circumstances individually and present only those options which would adequately cover your risk exposure. We make it easy for you by aligning all your policies to renew on the same date and offering flexible monthly payment options. Our friendly team is passionate about finding the best insurance solution that matches your needs, so you can protect your assets, and ultimately, your future.

We also offer regular reviews of your plan to ensure it remains aligned with your changing circumstances, interests, and market practices. Don’t leave your financial future to chance. Contact our Risk team today to learn how we can help you protect what matters most.

General Ask

Can you help with tax planning and preparation?

Absolutely! Our accountancy firm specializes in comprehensive tax planning and preparation services for individuals and businesses. Our experienced team of professionals stay updated on tax laws, ensuring accurate and timely filing. We'll analyse your financial situation, identify tax-saving opportunities, and develop strategies to minimize your tax liability. Let us streamline your tax process, allowing you to focus on your financial goals and achieve peace of mind.

Contact us today for tailored tax solutions to suit your unique needs.

How do you charge for your services?

Our accountancy firm primarily operates on a fixed-fee basis, ensuring transparency and predictability for our clients. We understand that every client has unique needs, so we customize our services accordingly. In addition to fixed fees, we also offer hourly rates and monthly retainer packages when appropriate. Our initial consultation is often complimentary, allowing us to discuss your specific requirements and provide a tailored quote. This approach guarantees that you receive excellent value while maintaining full control over your budget. Contact us to schedule your free consultation and receive a personalized pricing proposal.

What software and tools do you use?

We utilize a variety of software and tools, including Xero, MYOB, QuickBooks, and Reckon, which are popular accounting platforms in Australia. As certified advisors, we not only provide expert guidance but also offer training and virtual office assistance to help businesses streamline their financial processes. Our comprehensive solutions ensure clients have access to efficient, tailored, and reliable accounting services.

How often do you communicate with clients?

At our accountancy firm, we prioritize open communication and strive to maintain frequent interactions with our clients. We understand the importance of timely responses; therefore, we make it our mission to get back to clients within 24 hours for any questions or concerns they may have. Our team believes in building strong relationships through consistent and transparent communication, ensuring our clients feel valued and well-informed throughout our partnership.