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SERVICES

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KT&A Advisory provides coordinated accounting, taxation, SMSF, superannuation and financial advice to private clients, families, professionals and small to medium business owners.

 

Accounting & Tax

Our Accounting and Tax team assists professionals, families and small to medium business owners with accounting, taxation, compliance, bookkeeping, management reporting and business advisory needs.

 

Private Wealth Advisory

Our Private Wealth Advisory team provides holistic advice to help private clients and families make informed decisions across investment strategy, superannuation, retirement, SMSF and inter-generational wealth planning.

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Mortgage and Asset Finance

Where appropriate, clients may access mortgage and asset finance assistance through a team member who is authorised as a credit representative of an Australian credit licensee.

This may include guidance on residential lending, refinancing, investment property finance, vehicle finance and selected asset finance needs.

Credit assistance is provided under the relevant credit licensee’s authorisation and disclosure requirements. KT&A Advisory does not act as a lender, does not guarantee loan approval, and does not receive, hold or control client loan funds.

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Our Awards include:

2012 Hillross Achievement Award for Professional Excellence

2013 Hillross Achievement Award for Service to the Community

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

KT&A advisory

ABN: 97 435 859 937

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Phone: 03 9329 3533

Business Address: Loft 3, 49 Smith Street, Fitzroy, Vic 3065

Mailing Address: PO Box 1681, Collingwood, Vic 3066

Liability limited by a scheme approved under Professional Standards Legislation

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KT&A Advisory is a registered business name of K ONG & K.H TAY, ABN 97 435 859 937, holder of Australian Financial Services Licence 488267.

Financial services provided by KT&A Advisory are limited to the authorisations contained in AFSL 488267. Where a client requires financial advice, credit assistance or another regulated service outside that scope, KT&A Advisory may refer the client to, or work with, an appropriately licensed or authorised professional. That professional may be associated with KT&A Advisory or may be an external provider and provides services under their own licensing and professional arrangements.

Any financial information on this website is general information only and does not take into account your objectives, financial situation or needs.

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