How Can A Property Tax Specialist Help Me?
It’s About How We Can Make Your Tax and Finances Simple.
Accounting and Tax Compliance
Business Advisory
Self-Managed Super Fund Management
Property & Structure Specialists
Meet Tony & Peter Lee
Today I am passionate about finance and wealth management, and believe it or not, even accounting and tax. But is it okay if I tell you about where I come from and how I got started?
Our world changed when my parents made a serious but simple mistake…. It all started when my parents’ business got into financial difficulty, around when I was 18. Despite my parents having a strong work ethic, they were not financially well-organised. Because there was no good financial or business structuring advice around, my parents suffered and lost their business.
We weren’t wealthy or lucky by any means. To make our family good again, it was up to myself (and brother Peter). After getting a scholarship to a very good school, I studied well and entered Uni in a business degree. I then took a job with one of the best accounting and financial services firms and I committed right then to become a specialist accountant and financial adviser – so no-one else had to go through what my family went through.
Learning about wealth… I wanted one thing only. The very first thing I took care of was my own family.
Working together, I’ll make sure that you make smart decisions about money so you can live up to your potential for success… and give your family a great quality of life.
3 Steps Journey from Uncertainty to Certainty
Your Journey from Uncertainty to Certainty
1
DISCOVERY
Strategy
Now you have clarity on where you want to be and have identified the gap to your future dream, we’re going to dive deep into the possible strategies available to you right now that can help you to bridge that gap.
3
Plan
This is where we design a suitable road map to show you exactly how to build your future dreams whilst minimising the risks, growing wealth, and protecting your assets.
The 3-Step process is thorough because we want you to go from uncertainty… to certainty and confidence with your finances, your taxes, your legacy.
This means we start by really getting to know you and your situation. Only then can we work on minimising your taxes, protecting your home and property, and making a plan for greater wealth.
The right entity to invest in not only saves on taxes, it may well save you from litigation. Here we will focus on what assets and liabilities you have, outline the structure options, and pair with the eventual outcomes you want.
Let us support your long-term goals with practical financial strategies, keeping in mind your years to retirement, business goals, and investing plans.
Why Choose Us
Roadmap to Success
We work together to plan a roadmap to success and help you to make it happen.
No Fee Surprises
Your fees are value-based, not time based. They are agreed and fixed upfront so there are no surprises.
Fast Turnaround
We will deliver your work quickly, within the agreed scheduled time, so you have the information you need to help you make smart financial decisions.
Smart Tools & Tech
You will have access to the best modern technology to help communicate, monitor and execute your strategic plan for a better future.
What Our Happy Clients Had To Say
John Mu
Tony Lee and his team at Lee & Lee is without a doubt Australia’s number one accounting firm.!
Anthony Dowley
Lee and Lee Accountants are amazing and treat their customers like family! Their time and experience is invested into their clients that goes beyond accounting. With laser focus on business strategies, structure for protecting profit and personal financial success. Tony, Peter, Lena and the team are masters of their accounting and wealth creation craft. Thank you for putting the time into my business and personal goals with your support and encouragement to give me the confidence to stay strong in business and have a go.
Amanda Gam
Jamie and I have been working with Tony and Lee & Lee for over ten years. Tony and the team have gone above and beyond to help us during some difficult times and have ensured we get the most out of our business structures, investments and tax. And they always serve great chinese tea! Thanks Tony.
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