About Us
Plan Beyond Profits
Tailored Financial Advice to help you acheive your business goals
Plan Beyond Profits is a subsidiary company of parent company Harper Financial Group. We have been in business in Frankston for the last three decades providing advice to small-medium businesses in relation to compliance and business development.
We go beyond business tax and budgets to deliver tailored financial advice to help you achieve your business goals. We encourage you to plan beyond profits, to use those profits to purchase assets that grow in capital and/or provide an income stream over the future years.
Our sister company, Seaside Financial Solutions obtained its own Australian Financial Services Licence (AFSL No: 313207) in 2007 where it could provide unbiased financial advice as it was not part of a dealer group. The firm has always worked on an agreed fee basis rather than on a commission basis.
Mathew Boyes
Director, Plan Beyond Profits
Mathew Boyes
Director, Plan Beyond Profits
Mathew has been a practicing accountant for over 20 years. He holds a degree in business and has a Practicing Certificate from Chartered Accountants Australia NZ. He has many years of experience in accounting and business gained through assisting clients with the operation of their businesses and financial affairs. As a result, he brings substantial experience to all areas of the firm, assisting clients with all their accounting, taxation, superannuation and financial planning needs.
He also has substantial experience specialising in the taxation and compliance obligations of Self-Managed Superannuation Funds with a strong focus on ensuring that clients maximise their total net wealth through the myriad of opportunities available in the ever-evolving superannuation legislation. His ability is recognised by being a Chartered Accountant Financial Planning Specialist with CAANZ, SEPEPAA accredited advisor, and SMSF Specialist Advisor with the SMSF Association.
On the personal side, Mathew is a keen sports follower and has a keen interest in athletics being a member of the board of Victorian Athletics League, which he served as President for 7 years. On most weekends you’ll find him watching/coaching his children’s football, cricket or basketball teams, occasionally pulling on the whites to play a game of cricket with his son.
