Accounting Services

Our client-based focus ensures we can assist you in managing all aspects of your tax and business accounting needs. Our flexible approach allows us to adapt traditional, proven accounting practices and methods to your requirements. We get to you know you, your business and your needs and we believe this personal service and attention to detail will provide you with the accounting solutions you need to accomplish your goals.

Accounting & Tax

Coote & Associates Chartered Accountants provide up to date technical knowledge and practical solutions to assist you with the most effective and sustainable tax strategies.

 

Bookkeeping & Cloud Integration

From processing your payroll to providing end-of-year reports to the Australian Taxation Office and your accountant, our qualified bookkeepers give relief for all your bookkeeping needs.
 

Business Advisory

Assisting with a range of services, from business sales, valuations, mergers and acquisitions, to business planning, consulting and due diligence. We offer comprehensive tools for improving businesses.
 

Audit

From financial statement auditing to risk consulting, our advisers will provide the full breadth of audit and assurance services to manage these risks, in turn improving your business processes and financial reporting.
 

Financial Planning Services

Our goal is to integrate taxation, insurance & investment advice into
a comprehensive plan that helps you or your business maximise your assets to strategically reach your goals.  
As your financial advisers, Pelican Wealth prepare personalised financial plans,
detailing your current position and recommended solutions to create, accumulate and protect your wealth.

Insurance

Making insurance cover simple, straightforward and cost effective. 
Pelican Wealth takes the hassle out of navigating the right level of cover you require, giving peace of mind. Life can be unexpected, so we'll put measures in place to protect your income, your family, your business assets and revenue. We help you create a safe harbour for your business and wealth to thrive.
 

Investing

Navigating market changes can be challenging for any business. Our goal is to help you identify opportunities at any stage of your financial life cycle, ensuring you continue to meet your business needs in complex market environments. From startup through to expansion, tax advisory to accounting, we can provide a multidisciplinary approach to managing the entirety of your affairs.
 

Retirement Planning

Preparation of a clear and concise Will that sets out your wishes is the foundation of proper Estate Planning. In order to minimize disputes and the risk of complicated and costly litigation, we provide practical advice on the terms of your Will and with respect to estate administration, obtaining Grants of Probate and Letters of Administration. We ensure your welfare and legal affairs are managed in your best interests.
 

Debt Strategies

For more than 30 years, we’ve been providing clear-thinking, powerful business strategies and profitable advice to our clients. Our experienced and highly skilled business consultants provide solutions and strategies that are aligned with your business objectives and KPI’s, helping maximise its growth and performance. Whether your business is local or national; or whatever your personal financial goals, we’re here to help you grow.