Accountancy Invest had been integral in the formation and gathering of assets for my Parents' Estate. If not for the cohesive effort of the team under Lance's watchful eyes, we would have been subjected to a protracted settlement and then, a devastating tax bill. Instead, we have avoided unnecessary sibling resentment and protected our Parents' assets for generations to come according to the spirit of my Parents' Will while meeting all legal requirements and mitigating tax ramifications.

The Accountancy Invest Team, led by Lance were compassionate, professional and thorough, from liaising with lawyers, stockbrokers and bankers to setting up trusts and companies while filling up a myriad of forms along the way. They were like our extended family, working for our interests while being sensitive to our predicament, which is really above and beyond their call of duty. Every Will should have Accountancy Invest written in, for peace of mind and protection of assets and family.

We first met the Accountancy Invest Team in 2004, and they have been valued long term advisors in our endeavor to build the best General Medical Practice in Australia. Firstly in Wollongong and recently in Bondi Junction. Their thinking time frame is aligned with ours, which is for the long term of 10 years and 20 years. Tax planning, Inter-generational planning and general business counsel is not just attended to for the immediate needs of the day but is a part of a long term plan that over-arches all their work and advice. More than just Chartered Accountants, their advice is grounded in Commercial Business Experience and a deep understanding of the Tax and Business landscape.
We highly commend their services.