Estate Planning
Estate planning is one of the necessities of business life. Knowing your business and hard-earned assets will be dealt with by your estate in the manner you choose, provides peace of mind. We can guide you through this process and work with your lawyer to prepare the best strategy.
The areas in estate administration that we are able to assist with include:
- Meeting to discuss objectives for your estate
- Liaising with your Lawyer and Financial Planner as required
- Estate accounting and taxation
What our clients are saying
Thomas Smith
2021-01-17
Wardle Partners made things really easy. Happy with everything start to finish. Highly recommend
John Rose
2020-11-06
We moved to Caloundra 5 months ago and were looking for a local accountant for our business and personal tax as well as our SMSF accounting. Everyone at Wardle Partners that we have dealt with have really made our transition easy, they are all very friendly and professional so we have no trouble in recommending them.
tyr ibardolaza
2020-10-07
Great customer service and a quick turnaround , always accommodating..
Poly Pipe Solutions
2020-09-29
Wardle Partners helped us to set up our company in 2018 and they have been helping us with company tax returns, tax strategies and business planning.
They are very responsive to our calls and emails. Their approach is always professional and friendly at the same time. We are very happy with their service and highly recommend.
Danikka Taylor (Daydreaming Dani)
2020-09-01
We are very impressed with everyone we've spoken to a Wardle and Partners, they are all lovely and professional. Josie was amazing helpful and informative about setting up accounting for our start up business and we're very excited to work with her and Wardle and Partners over our business career
Ian Perkins
2020-08-25
We have dealt with Mark and his very helpful, professional and friendly staff for nearly 20 years. Mark has gone above and beyond to help and guide our business decisions without fault. Thank you to a great team
Helen Kirk
2020-08-24
These guys have a very friendly and welcoming team that also offer great business advice in an easy to understand and enthusiastic manner. Highly recommended.
Troia's Cleaning Service
2020-06-03
The team at Wardle Partners have been outstanding to deal with. Having moved to them over 12 months ago our business has benefited to no end, I now have my life back instead of being buried in bookwork. Mark you have been so on top of keeping us up to date during Covid-19, thank you. Natalie Powell you are a gem, the care and attention to detail you look after us is so appreciated. Thanks guys, keep up the good work. Bruce & Chrissy Morton. Troia's Cleaning Service
Arbuthnott X
2019-11-25
We have used Wardle Partners (and their predecessor Wardle & Scott) for over 30 years. Their helpful and friendly personal service has been a constant over all that time
Grant Belonje
2019-07-31
Thanks so much for the great job on my taxes - I wish I had found you guys years ago!’
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