Who is Vault?

 

OUR CORE VALUES

 

INTEGRITY

RESPECT

HEALTH

LEADERSHIP

EDUCATION

INNOVATION

WHO IS VAULT?

Vault Accountants and Financial Advisers (Vault) is a non-aligned advisory group that offers a compelling array of specialists under one roof.  Unlike similar advisory firms, we are structured to offer expertise across the entire financial planning landscape.

WHAT ARE THE BENEFITS OF THIS STRUCTURE?
It is the most efficient and effective way of integrating all the elements of our clients’ finances, and saves them the effort of managing multiple advisers from different specialisations, in numerous different locations.  However, most importantly, it ensures that when appropriate, advice from each area of specialisation is not done in isolation of all other financial and legal considerations.  Being fully informed of our clients’ financial circumstances and their goals, allows us to mitigate the risk of knowledge gaps.  This places us in the ideal position to maximise their returns, and create cost-savings and wealth-creation opportunities that only a wholistic approach delivers.

We’re big picture thinkers but with an eagle eye for detail.  Both these disciplines are ingrained in our culture and the approach we take to each and every client’s circumstances.

HOW DIVERSIFIED IS THE SPECIALIST ADVICE VAULT OFFERS?

Vault provides affordable, transparent advice and management in the areas of accounting, tax, financial planning and advice, insurance, property, superannuation and SMSFs, direct equities, estate planning, finance and legal.

We work with individuals, companies, trusts, SMSFs and partnerships. No matter your size or how much you earn or where you are located, we can service your needs with ease.

WHAT ABOUT COMPLIANCE AND INDEPENDENCE?
Vault is a registered tax and BAS agent and authorised representative of Sentinel Private Wealth (AFSL 344762).  We have dedicated in-house legal, finance and property specialists who guide our decisions in their particular fields and who invest time and effort to ensure they remain current with the dynamics of their sector.

We operate independently of all financial products and institutions and work fiercely to protect our reputation for only offering advice that is truly client-focused and optimises clients’ particular circumstances and goals.

WHAT IF I JUST WANT ADVICE IN ONE AREA?
If you just want e.g. tax planning advice or need to check that your insurances are the best for you, then we’re more than happy to provide guidance in just one area.

WHY CHOOSE US?
All clients at Vault Accountants and Financial Advisers are provided with:

personalised financial advice & accounting services specialising in self-managed superannuation funds (SMSFs) with appropriate & compliant administration & support
a one-stop-shop for accounting & financial advice that is customised to personal & business financial needs. We do this with a comprehensive and wholistic wealth management approach to ensure every client achieves their financial goals.

We pride ourselves on providing simple and cost-effective wealth-building solutions right across Australia for more than 1200 individuals, their families and businesses, fully-backed by our 100% written service guarantee.  Our office is based in Brisbane, but this represents absolutely no disadvantage for many of our clients located interstate and overseas.

Speak with us now to make an appointment with one of our team, call on (07) 3608 6800 or send your enquiry here.  The first consultation is absolutely free of charge and comes without obligation.

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