At Maven Advisors, we value the relationships we develop with our clients. Not only do we want you to feel confident in our abilities to guide you, we want you to feel empowered about the decisions you make and the control that you have over your own financial choices and future.
We’ve spent the past few years bringing our professional focus to specialised areas: Taxation for Investors, SMSF's and Financial Mediation.
In developing our expertise and knowledge within these specific sectors, we’ve recognised and produced the benefits of specialised services to our clients.
Our strategic holistic approach focuses on finding the right way to guide you to financial security. There’s no one-size-fits all approach when it comes to Taxation, SMSF's or financial mediation. We listen, ask the right questions to uncover what you want, and give guidance towards how those goals can be achieved.
Our team of accredited specialists are committed to you and your financial future.
Registered Tax Agent, Public Accountant, Accredited Mediator and SMSF Specialist Advisor™, Tania will help you see your entire tax position & SMSF Strategies as one helping you understand all of your options for future success.
SMSF and Tax for Investors is what Michelle focused on whilst studying for her Bachelor's Degree. Having received recognition on the CSU Deans List, clients know & trust Michelle in administering and keeping their SMSF's compliant and maximising returns.
Sally knows everything there is to know about the ATO and helps clients prepare and file their returns on time.
Jacqui delivers excellent client and administration support to our clients with her extensive customer & business services experience.
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