Business and Wealth Partners is a dynamic team of local business advisers in Cairns, with a combined experience of over 65 years. Founded by Rod, Mark, and Melissa, the firm takes a personalized and integrated approach to financial planning. They prioritize getting to know their clients, their businesses, and their individual priorities to provide tailored advice across various areas such as business consultancy, superannuation, taxation, and financial planning. By considering all aspects together, Business and Wealth Partners aims to strengthen their clients’ overall financial well-being.
specialising in proactive year-end tax planning, Business and Wealth Partners offers a seamless and personal approach to Self Managed Superannuation Fund planning. Their philosophy revolves around understanding clients’ needs comprehensively to offer holistic advice that aligns with their long-term goals. Whether clients seek assistance with business strategies, retirement planning, or investment decisions, the team at Business and Wealth Partners is dedicated to providing expert guidance and support every step of the way.
Operating as a Corporate Authorised Representative, Business and Wealth Partners is associated with Alliance Wealth Pty Ltd, ensuring compliance with industry regulations and standards. Located in Cairns and Bundall, the firm’s commitment to building strong client relationships and delivering tailored financial solutions sets them apart in the market. With a focus on helping clients achieve financial security and success, Business and Wealth Partners stands out as a trusted partner for individuals and businesses seeking comprehensive and personalized financial advice.