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. Our expert estate planning accountants 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

Contact Us

What our clients are saying

     Excellent  
     Based on 30 reviews 
    
 
 
   
 
 
         Ashley Hatch 
 2024-02-06
 
 
  Any Tradies looking for a good accountant that works hard for you, give Gay Goldsworthy a call. We have been using Gay’s knowledge for a few years now. So easy to speak with, in person or on the phone.
Highly recommended!
  
 
        Derek Moore 
 2023-11-29
 
 
  Mark and the team were fantastic to deal with explaining things to us very well and guiding us on our journey.It is refreshing to find a business that cares for their clients and is very informative and give good sound advice. would recommend .
  
 
        Ross Longland 
 2023-11-27
 
 
  I am very happy with the service provided at Wardle Partners and in particular with Martin Mace who prepared our tax returns in a friendly, efficient and timely manner.
  
 
        Warren Doidge 
 2023-11-22
 
 
  These guys have been great to deal with and saved me lots of money in the past few years. Selina has always been happy to answer any questions and she has been accommodating and easy to deal with. Wouldn't be going anywhere else!
  
 
        Marion Irwin 
 2023-11-08
 
 
  Not enough stars to express our appreciation of work on our behalf that goes above and beyond what’s normal.
  
 
        Wayne Reid 
 2023-09-23
 
 
  I thought I should take the time to publicly thank Mark
at Wardle Accounting Caloundra after I  had the pleasure of interacting with Mark and his team again now in the pursuit of relieving  my ongoing headache (called catching up on my late a overdue  taxes returns ) and found Mark to be be a lighthouse in a storm ..he is good natured..easy to speak with.. knowlegeable..flexible but resilient...sensitive to peoples needs but also no fool ...he has a natural understanding of real life issues that affect us all ..and from my observations he is  a responsible and good husband to his wife and father to his  3 girls..and through all of the tough personal issues in he and his family's  life and the the ongoing pressures and responsibilities of keeping a business running as smoothly as can be expected through all the hiccups such as pandemics and property and stock market booms and busts ..changes of governments and regulations etc..including
difficult clients ..and staff changes etc  through the decades he and his wife have been in business ...he still manages to have a warm welcoming smile and makes time where he can to help people....I think the world would be a better place  if we could manufacture a few more like him...my thanks to Mark..his wife Nicki and the team at Wardle Accountants Caloundra
...cheers Wayne Reid .Small business owner ..Caloundra Qld..2023 ..
  
 
        B&C Concrete Pumping 
 2023-09-14
 
 
  Anthony and Wardle Partners has been a huge asset for our business, we are overwhelmed with the service, professionalism and friendly nature of Anthony and his team. Our business has benefitted massively from his help. We couldn't ask for a better accountant!
  
 
        Neil Tarlinton 
 2023-08-25
 
 
  I’m disabled with a traumatic brain injury and a lot of businesses take advantage of me because of this. Wardle has bent over backwards to help me with complex Tax and Self Managed Fund Advice and Reports. They are always polite, friendly and welcoming and can take my banter without getting offended. Their prices are reasonable but their service is on a whole other level(amazing).
I couldn’t recommend a more professional, affordable and reliable accounting firm.
  
 
        Narissa 
 2023-08-23
 
 
  Mark and the team at Wardle Partners Accounting have been a pleasure to deal with over the last 3 years. The service they provide is exceptional and staff are knowledgeable, professional and go above and beyond to assist. I would highly recommend Mark and his team to anyone looking for an accounting firm that actually cares about its clients. Thank you for all your help. Your support has meant a lot to me.
  
 
        Krzysztof Rososzczuk 
 2023-07-03
 
 
  I would highly recommend Mark and his team to anyone. Wardle Partners
gave me an excellent service with my SMSF for the last three years. They are having high standard and  very professional service. I'm happy to provide them five star rating.

Thanks again.
Kris.