Large firm capability with small firm personalised care
Arthur Roe & Associates is an independant boutique firm of Chartered Accountants, established by Arthur Roe in July 2000, that specialises in providing high quality tax and leading edge accounting services to clients in a broad range of industries. Through our affiliation with ARA Financial Planning Services we are able to provide specialised strategies which complement our Tax, Accounting and Business Advisory services & integrated advice that considers all relevant tax and financial planning matters.
Unlike many financial planners, our investment advice is not limited to Managed Funds. We pride ourselves in providing our clients with proactive and innovative strategies. We work with our clients to identify each client's specific needs and tailor our services and strategies to achieve outcomes that are appropriate to those specific needs. The principals have over 70 years combined experience in assisting businesses and individuals meet their financial goals.
“We specialise in creating a structure that will be a fix for life, not just this year”
Specialising in advising clients in relation to Australian Taxes on many high level tax issues to ensure that transactions are carried out in a tax effective manner, ensuring that all relevant concessions contained in the Tax Law are accessed...
We tailor our advice to each individual. We do not use a set "template", so that we ensure each client receives the most appropriate advice is given to them to enable them to achieve their stated lifestyle and financial goals...
When determining an appropriate structure for your business, it is important to consider all relevant factors. Many structures that are used may provide short term benefits, but may not be effective in the long term...
Are you looking for finance for your first home, an investment property or perhaps a better rate/package for your current home loan? We can help you...
Is your family secure financially should something happen to you? Do you have a Will or Financial or Medical Power of Attorney prepared? Who would be responsible for your children’s upbringing ...
It is important to consider not only the tax implication, but also the conditions which are being placed on you as an acquirer or a vendor of your business...
We can undertake a review of your situation to determine whether you are under or over insured and then advise on the most appropriate and tax effective structuring...
You are never too young or too old to discuss your superannuation and retirement needs. We can provide you with a detailed superannuation/retirement plan..
ARA has always been a fee for service provider. Unlike other firms, our investment advice is not limited to managed funds. Our advice is tailored to your needs of...
Integration with Tax and Financial Planning
The ARA Group comprises of our Chartered Accounting firm which is affiliated with ARA Financial Planning, so we understand both sides of the equation and, compared to a general Accounting Firm, can assist you with a much more holistic approach to your structure...
2016 Securitor Victorian Practice of the Year
ARA Financial Planning Services was the 2016 Securitor 'Victorian Financial Planning Practice of the Year' and in 2009 was the Victorian and National Planners of the year...
You are never too young or too old to start planning
Whether you are 18 or 80, we can set in place the right procedures to get you financially organised. Many of our clients have been with us for over 20 years and are continually referring family and friends as the way we work is quite unique, compared to most other firms..
