Linkedin logo grey

Red dot3peter sheldon accountancy

PeterSheldon HS


At Peter Sheldon Accountancy we appreciate the individuality of people and businesses and are committed to providing timely, accurate solutions tailored to suit your particular situation. We work alongside you to solve problems that arise and help you reach your financial goals.

Our Mission is to provide accounting, taxation, management and investment services to individuals, businesses and community organisations in a manner which is efficient, reliable and 'You' focussed, and at all times, built on the foundation stone of integrity.

We are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer. 

Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed! For more information on how our expertise can benefit you, contact ushere.

Bookkeeping

Modern business requires up-to-date, accurate financial information. We can relieve you and your staff of the enormous burden of all your bookkeeping and accounting needs, including preparation of your annual accounts and periodic management accounts for tax, business appraisal, and planning purposes.

We will discuss your requirements with you and provide information relevant to your particular situation, as well as constructive advice, on a regular basis.

Back to Services

INSURING YOUR FUTURE

Did you know you could get paid even if you can't work?

With a family to look after, unforseen events and a mortgage to manage you can't afford to be off work. If illness or injury stopped you from working for an extended period, could you keep paying your bills?

From the experts

A will not only looks after the distribution of your assets once you pass away, it can also be used to appoint a guardian for any children you have who are under 18 years of age

What you need to know

Taking out personal insurance can:

  • Give you peace of mind that if the unexpected occurs, you don't need to worry about money
  • Pay you up to up to 75% of your pre-tax salary if you take out income protection insurance
  • Help you focus on recovering physically and emotionally if the worst did happen

Count on us

A Count adviser can help you:

  • Find the right insurance for your stage of life
  • Help you work out the level of cover you need and the amount of premiums you can afford
  • Advise you on taking out insurance through your super ake sure you include a buffer for cost overruns

<< Back to Wealth Accumulators

BUILDING WEALTH FOR THE FUTURE

Investing your money can help you make your savings work harder for you. a good time to consider starting an investment portfolio so you can start building wealth for you and your family.

What you need to know

One of the ways to continue to build your investment portfolio is to simply keep adding to it on a regular basis. With a regular investment plan you can continue to build your investment over time. And by putting money into an investment portfolio can earn you a higher return.

Count on us

A Count adviser can help you:

  • Develop strategies to suit your goals and needs to help you invest your money

<< Back to Wealth Accumulators

RENOVATING YOUR HOME

Would you like to renovate your home?

As your family grows you may want to renovate to create more space. Or you may decide renovating is a better option for you than moving house at this stage in your life.

What you need to know

Renovating can be expensive but there are a number of things you do to help you fund the changes you want to make to your home:

  • If you've been making additional repayments on your home loan above your required repayment amount, you may be able to withdraw that money and use it to fund your renovations
  • You may be able to find a more competitive home loan. By reducing your interest rates you can save more money towards your renovations

Getting started

  • Get a good understanding of how much you will need to carry out your renovations and make sure you include a buffer for cost overruns

Count on us

A Count adviser can discuss the options available when you're considering renovating your home.

<< Back to Wealth Accumulators

Accounting Services

Accounting Services

At Peter Sheldon Accountancy we provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business. We've also developed our traditional auditing and accounting practices into innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results..... 

Read more

FinacialPlanning

Financial Planning

 Wherever you are in your life, we can keep you on track to reach your financial and lifestyle goals.
Advice about starting out, spending and saving, paying off debt, accumulating wealth, pre and post retiring ... 

Read more