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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

See what our clients are saying about us

“We have enjoyed being a client of Wardle Partners for almost 30 years. They are efficient, courteous and highly professional. We know we are in safe hands.””

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RJ & MM IRWIN
Tecstaff Pty Ltd

“We have been happy with everything they do for us, including income tax returns, tax planning, sale of business, company secretarial, advice and assistance with our SMSF.”

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NIGEL & PATRICIA DOWLING

“Our accountant has been most helpful and informative, keeping us up to date with our accounts, responding very efficiently with any queries….“

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STEVEN HOLROYD &
BRENDA POPPS

“If you need an accounting firm that genuinely has your interests at heart, which will work with you to reach the the best outcome possible”

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BRETT SENIOR

“I have been a client of Wardle Partners for several years now. Despite my needs being small in scale, I have always received prompt,”

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CHRIS & MARY DICKINSON

“We have always received professional, quality and prompt service.. They have assisted us with our personal and Trust accounting and income tax returns, together with compliance with corporate secretarial matters.”

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GEOFF & JULIE FLINT

“Their communication is personal and responsive, their advice is welcomed, and their professionalism as an accountancy firm has always made me comfortable.”

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MATT TRAYNOR

“They take care of Tax matters for several Companies we are involved in and have always gone the extra mile for us.”

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IAN & KAY FLEISCHFESSER

“The staff are competent, professional, very approachable and friendly. We have valued their customer-focused service when handling our tax.”

CARMEL & LARRY DUFFY

“Wardle Partners have been our organisations Auditors for quite a few years… The level of communication and delivery is always timely and their willingness to assist us in improving…”

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PETER BROWN
Lions Organisation, District Treasurer

“A thoroughly professional team who treat clients like friends, not ‘numbers’.”

SONDRA LEE GRAINGER

“From our very first meeting, Mark was so knowledgeable in his explanations and professional is sorting our transition to Wardle Partners. We haven’t looked back.”

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KEN & LEESA HOOLIHAN

“Your professionalism and understanding with all aspects of our business has truly been helpful.”

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JAMIE & JULIE FLEISCHFRESSER
King Truss

“Advice has been clear, concise and pragmatic, relating to both business and personal taxation whilst resident in both Australia and overseas.”

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CHRIS & CONNIE GADD

“We approached Wardle Partners for assistance with setting up our small business. It was our first time at doing anything of this nature and we were amazed by the guidance and support we received.”

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LUKE & SHARNAH CARTER

“We love their approach and respect the professional service “

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LEANNE LAYFIELD
Caloundra Chamber of Commerce & Industry Inc

“Wardle Partners take all the worry out of looking after the financial side of my practice, allowing me time to concentrate on the things I enjoy doing.“

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DR ANDREW FOSTER

“My association with Wardle Partners has been of the highest standard, for many years. Business or queries are attended to promptly & efficiently.”

DEL DAVIS

“For over 10 years Wardle Partners has been our trusted adviser for both our business and personal finances and taxation. They helped us grow our business and were there for us when it was time to sell…“

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TRICIA & PETER BULL

“I have been using Wardle Partners for a long time now … and am completely satisfied with their attitudes and service standards and relevant costs.“

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KEITH LUMB
Sarjill Pty Ltd

“Wardle Partners are professional, friendly and always ready to go the extra mile.“

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DAVID & JANELLE COLLIN

“We have had complete peace of mind knowing that we have been given ongoing sound financial advice and guidance.“

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JULIE & SCOTT BRADLEY
Jakeda Fencing

“Wardle partners have looked after all of our accounting and business needs for over 20 years and have always been wonderful to work with. Great advice and service delivered professionally and very importantly in a friendly down to earth way“

JAMES & ALICE GENN

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Wardle Partners team use some of the following Software Systems:

Wardle Partners team use some of the following Software Systems:

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SERVICES

Business Accounting

Self Managed Superannuation

Taxation Strategies

Consulting & Advice

Rental Properties

ABOUT

Wellness Program

CONTACT WARDLE PARTNERS

	07 5492 0300
	support@wardlepartners.com.au
	8 Otranto Ave, Caloundra QLD 4551

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