Services

We offer clients holistic financial advice across a range of disciplines.

Westwood Group is an expert in providing solutions to the complexities faced by busy professionals, executives and SME owners.

Using the diverse expertise and experience of our staff, as well as an external professional deliverables team, we provide smart solutions across a range of areas including superannuation, structuring, tax, law, project management, investment solutions, management, debt and insurance.

  • Financial Advice

    • Superannuation
    • Structuring
    • Retirement planning
    • Wealth creation
  • Tax & Accounting

    • Personal tax returns
    • Company and family trust tax returns and financial statements
    • SMSF tax returns, financials and auditing
    • Private Ancillary Funds (PAF) tax returns, financials and auditing
  • Self-Managed Superannuation Specialists

    • Establishment and ongoing support of SMSFs
    • Technical advice
  • Philanthropy & Charitable giving

    • Advice around establishing foundations (PAFs)
    • Ongoing management
  • Project Management

    • Estate planning
    • Insurances
    • Lending and debt management
  • Portfolio Administration & Management

Experience true advice

Contact Westwood Group today and ask to speak to one of our financial advisers about our premium wealth management services.

Book a consultation

If you'd just like a quick chat, please feel free to call us.