You are here: Home > Services > Financial Planning

Financial Planning

We all go through many stages in our lives, from being single to getting married to having children and then on to retirement.

At every stage, we all consider many aspects but it seems that our main goals at most stages are to build wealth and protect our assets so that we can live comfortably and provide a better life for our family.

Our aim at Dendra is to ensure that you provide your family with a considerable amount of certainty and assurance and we work with our clients to help them answer those burning questions that we all tend to "put off to another day" like:

  • Will I have enough to retire comfortably when I want to retire.
  • Is my super effectively invested and earning a reasonable return.
  • What would happen if something unfortunate occurred to myself or my spouse.
  • Would my children and/or spouse be adequately provided for.
  • How could I ease the burden on my family.

As we work with our clients in a tax capacity and a financial planning capacity, we are able to assist our clients with achieving their goals through our Financial Planning services that include:

  • Life Insurance
  • Income protection insurance
  • Self Managed Superannuation

Contact us today to discuss how we can assist

What Our Clients Say

  • "We have been with the Dendra Accounting Team for more than ten years. The team look at both our family business, property portfolios and personal priorities and then tailor a financial plan that best suits our needs."
    Sharp Edge Australia | Read More
  • "We started Northern RV Plumbing 6 years ago, our niche being caravan manufacturers. Previously, we would only speak to our accountant once a year to prepare our tax return."
    Northern RV Plumbing Pty Ltd | Read More
  • "George and the team at Dendra have been an integral part of my business, helping me understand the most basic to more complex matters in a way that is simple and of great value"
    All Children's Care Relieving Agency | Read More
  • "ATA Signage Services manufacture and install all types of signage, from small decals to large pylons and everything in between. When we decided to move from a small sole proprietor into a Pty Ltd company we interviewed 5 different accountants, and chose Dendra for the job."
    ATA Signage Services | Read More
  • "We started our business Exlite Electrical Contractors two years ago. Having never run our own business we obviously had a lot to learn."
    Exlite Electrical Contractors | Read More


Australian Accounting Awards 2016

Fast-growing firm of the year. Partner of the year - boutique firm. Executive of the year.

Why Dendra

With Dendra, you work with a pro-active accountant who can drive your business growth, reduce risk and improve decision making. We take pride in finding the right solutions – from the practical and straightforward to the most challenging.