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.

PLAN YOUR RETIREMENT

What are the top 10 retirement mistakes people make?

When it comes having enough money for a comfortable retirement, planning is key. It's never too late to get your retirement plan in order.

What you need to know

Make sure you don't make the same mistake. The top 10 retirement mistakes people make:

Failure to seek professional advice prior to retirement
Investing inappropriately based on lack of understanding of risk and return
Cashing out lump sum eligible termination payments inappropriately
Failure to save enough pre-retirement
Leaving assets in non-income producing investments
Timing retirement ineffectively for tax or investment purposes
Selling investments when market falls and buying in peak
Investing inappropriately due to lack of understanding of asset classes and suitable allocation
Expecting to maintain similar income level post-retirement
Assuming will qualify for Age Pension

Count on us

A Count adviser can help you:

Plan for your retirement
Boost your super using smart super strategies

Back to Pre Retiree

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We Can Offer You

• Tax Advice • Financial Planning
• Superannuation Strategies
• Business Accounting Services
• Trusts • Advice & Reviews of Rental Properties

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.....

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 ...