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Hejaz Financial Services

Tax advice

Be tax savvy.

Finding ways to cut back

Australia’s tax regime is as comprehensive and complicated as any in the world. There are frequent changes to legislation and regulations – but working with Hejaz Financial Services experienced tax advisors gives our clients the security that their tax affairs are in safe hands.

We consider the tax implications of any investment that we recommend to our clients. An investment is ‘tax-effective’ if you pay less tax than you would have paid on another investment with the same return and risk. While a lower tax can help your savings grow faster, you should never base an investment decision on tax benefits alone.

Use your money smart

At Hejaz Financial Services, we have an expert team that comprises of Tax Financial Advisers, Tax Agents and Accountants. We can therefore advise and assist on matters relating to Tax Minimisation, Tax Strategy, and Investment Structuring. We have seen time and again, the difference in investment outcomes between those who structure their investments in a tax-smart manner and those who don’t.

How it works

  • Getting started
    01
  • Your first appointment
    02
  • Second appointment
    03
  • Ongoing support
    04
Before your first complimentary appointment with a Hejaz Financial Adviser, we’ll ask you to complete a Fact Find. We also recommend you bring detailed information on your income, expenses, assets, and debts.
Your adviser will focus on understanding your current situation and goals. They’ll determine the scope of the advice you need and discuss the process of developing a tailored financial plan, including fees.
Every step of the way, your adviser will walk you through your tailored plan and explain the recommended strategies to help you towards your goals. They’ll make sure you’re comfortable with your financial plan before moving forward.
You can choose to get ongoing advice from your adviser to keep your plan on track. Otherwise, you can get in touch whenever you feel like you need some extra help.
Contact us

Want to talk tax advice?

Get Started
Hejaz Financial Services
1300 043 529
[email protected]

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ABN: 44 161 857 478 ACN: 161 857 478 Authorised Rep of InterPrac Financial Planning Pty Ltd (AFSL 246638). Australian Credit Licence 480542. Tax agent number 25214708.

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