Trusted Business Advisors and Accountants Frankston Melbourne
We help your business to grow, protect its assets, minimise tax and plan for the future
- Succession Planning
- Asset Protection
- Estate Planning
- Business Advisory
Tailored Business Advisory Services for Business Owners, Investors & Retirees
Business Advisory Services Melbourne
Business Succession Planning
Plan for Change & Continuity
Asset Protection Melbourne
Plan for Peace of Mind
Estate Planning
Protect your Legacy
Estate planning is more than just writing a will—it is about strategically passing your wealth to chosen beneficiaries like spouses, children, or other loved ones. Simply completing a will might lead to unexpected tax burdens and legal disputes. We adopt a holistic approach, carefully considering your entire situation and wishes to develop a comprehensive estate plan. This ensures your assets are transferred smoothly and precisely to the right hands, safeguarding your wealth against future challenges.
Business Advisory Service
Plan Beyond Profits
Plan Beyond Profits’ Business advisors can be your indispensable strategic partner in your business growth. Think of us as part of your leadership team. Our business advisory service can help you to strategically manage your business, minimise the tax you owe, maximise deductions, ensure the structures in which you operate actually meets the needs of today’s world. We can be your sounding board so you can be confident knowing that you are covering all financial bases whilst making informed business decisions.
About Us
Frankston Business Advisor for Small Business and Medium Enterprises
Welcome to Plan Beyond Profits!
We are a bright, vibrant business advisory and accountancy firm based in Frankston, Melbourne. Plan Beyond Profits is a subsidiary of its parent company – Harper Financial Group.
From traditional accounting services to strategic business advice, we provide a range of tailored business advisory and accounting services designed to help your business grow.
DNA is unique to each human, although it is composed of the same molecules. Similarly, we understand that not every client is the same, although each client strives for the same thing: business success. The team at Plan Beyond Profits understands that and is committed to tailor our service to help our clients achieve their business goals.
Our highly skilled and results-led team will work closely with you to understand your business and industry. We aim to partner with you deeply. We seek to deliver value by providing specialist knowledge and advice to help your business meet its full potential.
We are not simply focussed on growing your business profits. We help you plan beyond it!
“Businesses that grow by development and improvement do not die”
Henry Ford
Book a free 30-minute consult with our Professional Business Advisors
The coffee is on us! 👍🏻
Who do our Melbourne Business Advisors love to help?
- Business Owners who have no structure or strategy in place
- Business Owners with rising debts
- Investors in property, equities & others
- Professionals in high-risk occupations
- Business owners seeking advice about their current structure and strategy
- High Net-worth individuals
- Sole Traders
- SME Business owners
Experienced Business
Accountant
Advisor
for SME & multi-owner businesses at Frankston
How can we actually help your business?
Heard of the popular quote It is lonely at the top, so you better know why you are there? It is an apt quote for a business owner.
Business leadership can be isolating, overwhelming and rewarding at the same time. There are a plethora of decisions to be made, strategic planning demands and the daily challenge of working on, rather than in, your business. Every business owner needs expert advice and support.
That’s precisely where a business advisor comes in.
In addition to gaining a dedicated business expert, you get access to industry leading practices and insights that helps you to make informed decisions. We can be your sounding board, wise council and provide you with continuous feedback to foster your business’ improvement and growth.
Mathew Boyes
Director, Plan Beyond Profits
Why Choose Us?
Family Wealth Protection Advisors in Frankston | Succession Planning for Business Owners
Professional & Personalised Service
We aim to build long-term professional relationship with each of our clients. This is based on commitment to delivering high quality business advisory service to you personally!
Serving clients for over 20 years
Plan Beyond Profits’ has been delivering business advisory service for more than two decades.
Industry Accredited
We have accreditations from CA ANZ (Chartered Accountants), Accredited SMSF Specialist (SMSF Association) and SAPEPAA Certified Adviser.
No surprises
We are transparent and upfront with our pricing so there are no surprises for you.
Business advisory expertise you can trust
Our Memberships & Affliations
Our business advisory service empowers business owners to make strategic decisions with confidence
Plan Beyond Profits’ Business Advisors can help you with all your business, wealth, tax advisory needs!
We are the Local Business Advisor in Frankston!
Frankston Asset Protection Accountant | Business Advisor Melbourne
Our accounting practice is a stone’s throw away from the famous four corners of Davey St and Nepean Highway.
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