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Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

We work closely with and have a long standing relationship with the Meritum Financial Group in Horsham, their qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Visit www.meritumfg.com.au.

Allow the professionals at West Currie Consultants to guide you towards achieving your financial goals.

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What We Do

At West Currie Consultants we aim to provide you with advice when your business needs it, not just when you ask for it.

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Who we are

At West Currie Consultants we are committed to forming close partnerships with our clients...

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Meet The Team

Julie West
Partner/CPA
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Rebecca Heath
Partner/CPA
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Kerry Pretlove
Assistant Taxation Consultant
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Elizabeth West
Graduate Accountant
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Suzie Cranage
Off-Site Accountant/Tax Manager
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Leanne Lloyd
Administration Team
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Emma Kennett
Administation Team
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