Specialist Personal Accounting
Creating strategies that let you achieve your personal financial goals and objectives. Claim your free strategy sessionTax Return Preparation
We offer meticulous tax return preparation services, ensuring accuracy and compliance with the latest tax laws and regulations.
Budgeting & Cashflow
Our budgeting and cashflow services offer a clear financial roadmap and strategies to manage income, expenses, & financial stability.
Investments & Property
Our expert investment consultancy services provide expert advice for informed decision making & aligning with financial goals.
Our Mission: Proactive & Dynamic Personal Accounting Services
At Felix + Co, we believe that accounting is more than just crunching numbers and tax returns. It’s about providing a comprehensive suite of services that support your overall financial health. Our team goes beyond traditional tax accounting to offer strategic financial planning, investment consultancy, cash flow management, and budgeting services.
We’re here to guide you through every financial decision, big or small, and help you navigate the complexities of financial planning. With Felix + Co, you’re not just getting an accountant; you’re gaining a trusted financial partner committed to helping you achieve your financial goals.
Our Mission: Affordable & Reliable Personal Accounting Services
We get it, financial challenges often pop up when least expected. That’s why at Felix + Co, we’re all about being proactive. We work with you to understand your unique financial situation and prevent potential cash flow issues before they become a headache. And the best part? We do this in a cost-effective way that’s tailored just for you.
At the Heart of Felix + Co is our Commitment to Professional, Ongoing Service
We’re not just about numbers, we’re about people. We understand that life can throw curveballs, and your financial situation can change. That’s why we’re here to help you navigate those changes and protect your finances from volatility. With our strategic financial solutions and our dedicated team of friendly experts, we’re here to ensure that your finances are always on the right track.
Tailored Personal Accounting Solutions
If any of the following objectives resonate with you, reach out to Felix + Co Accounting. Let’s discuss how our accounting services can add value to your personal financial journey.
Alleviating Tax Pressure
Through comprehensive planning and strategic thinking, we aim to alleviate your tax burden. Our team works hand-in-hand with clients to explore and seize opportunities for potential tax relief, tax reduction, and tax refunds. We achieve this by formulating feasible tax reduction plans and pinpointing the best solutions to minimise tax on your assets.
Property Investment Advisory
In the area of property investment, we conduct thorough reviews and analyses of potential properties, providing an unbiased analytical review that assesses potential risks and income. Our advice is strategic, integrated, and tailored to your objectives. With our market experience and data-driven analysis, we accurately evaluate property viability. Our expert team at Felix & Co. Accounting’s will navigate complexities and give you research, honest and unbiased advice.
Capital Gains Tax Management
We offer expert advice and planning to help minimise your capital gains tax liabilities. The sale or transfer of property can lead to significant capital gain taxes, but we provide advice and solutions. By strategically managing your assets and utilising available reliefs, to reduce delay, or even avoid capital gains tax.
Cashflow Management
Our cash flow management service helps you prevent potential cash crises by keeping you informed of when and how your cash needs might occur. We also help you prepare for different cash needs as they arise. Accurate cash flow projections also help you obtain an appropriate line of credit when needed and the maximum rate of return on your idle cash.
Budgeting Consultancy
Our expert budgeting consultancy significantly enhances planning, reporting, and analysis to create effective, personalised budgets. Whether you have diverse investments or a revenue-generating business, our robust budgets help manage taxes, expenses, and assets efficiently. They accurately measure financial performance, clearly indicating the success of your strategies.
Retirement Planning
Planning for retirement can be complex, but the Felix + Co team are here to guide you. We help you understand your finances, set realistic retirement goals, and create a plan to achieve them. Whether it’s choosing investment strategies, estimating retirement income, or managing risk, we provide the advice and tools for a comfortable retirement. Trust the experts at Felix + Co Accounting to strategise, plan and navigate your retirement journey, ensuring peace of mind for your golden years.
Preparation For Lodging Tax Returns
We assist you in lodging tax returns through a thorough step-by-step process. With Felix + Co, you can rest assured that your tax returns will be prepared accurately and efficiently, keeping up with the ever-changing tax laws and regulations, ensuring you meet all compliance requirements.
Trust Formation Services
Whether you are planning for succession, protection of assets, or consolidation of ownership, our experts can take care of the formation and registration of trusts at all levels. They ensure that all your assets are appropriately titled to your trust while also performing the pertinent administrative services, including taxation.
Unlock Your Potential
1
Book a strategy session
We will talk about your personal finances and how to reach your financial goals.
2
Get a tailored plan
We will review your finances and develop a plan to get you on track to reach your goals.
3
Feel more in control
With a plan and a trusted team, you will feel in control of your financial future.
Empower Your Personal Finances with Felix + Co Accounting
At Felix + Co Accounting, we believe in more than just numbers. We understand that every individual has unique financial needs and goals. Our mission is to provide personalised, comprehensive, and proactive accounting services that empower you to take control of your financial journey.
Expertise and Experience You Can Trust
With a team of highly experienced accountants, Felix + Co brings a wealth of knowledge to your personal accounting needs. Our team members have significant experience in supporting clients’ financial service needs, and we operate with a determination to identify efficiency and best practice opportunities in all engagements.
Proactive and Forward-Thinking
We’re not just about crunching numbers. We’re proactive and forward-thinking, always looking for opportunities for growth or savings for you. We stay on top of the latest changes in regulations and tax laws to ensure you’re always in the best possible financial position.
Cost-Effective, Holistic, and Simplistic Approach
We understand that accounting can be complex and overwhelming. That’s why we strive to make the process as simple, efficient, and cost-effective as possible. We provide holistic solutions that not only take care of your accounting needs but also contribute to your overall financial health and success.
More Than Just an Accounting Firm
At Felix + Co, we’re more than just an accounting firm. We’re a team of dedicated professionals committed to providing you with the highest level of service. We’re responsive, respectful, and always ready to go the extra mile to meet your needs. We’re not just here to provide accounting services – we’re here to empower you to take control of your financial future.
We Love Seeing Our Clients Win
Don’t just take it from us, let our clients do the talking!
“Mark has been my accountant for quite a few years now and I just love working with him.
He really cares about my business and makes sure I am doing what is best for me and my business.
I always walk away from our meetings happy and inspired.
My accounts are in good shape now.
I would recommend Mark to anyone who wants someone who is very experienced and has your best interests at heart.”
“Mr Electric have used Felix + Co Accounting for a number of years. They prepare our accounts, company and personal tax returns in a professional, friendly and timely manner.
We value Mark as our accountant and financial advisor.
We feel we can pick up the phone to him whenever we need to and discuss our business matters.
I have no hesitation in recommending Felix + Co Accounting. “
Partnering with Felix + Co Accounting Experts for your Personal Tax and Financial Solutions
Team-up with top tax professionals fully capable of supporting your personal tax, finance, and accounting needs, no matter how complex they are.
Whether you are looking for sound advice on how to maximise your savings or you want to minimise your taxation liability legally, you will find that Felix & Co. Accounting’s wide range of personal accounting services is tailored to your needs.
In addition, Felix & Co. Accounting goes beyond just providing services. We aim to build strong, lasting relationships with our clients. We believe in understanding your unique financial situation and goals, and working closely with you to achieve them.
Our team is committed to delivering personalised service, clear communication, and expert advice, ensuring that you feel confident and informed about your financial decisions.
Partner with Felix & Co. Accounting and experience the difference of a truly client-focused accounting service.
