Your partner in financial clarity and security
Established in 2006, Beattie Financial Services is a Bendigo-based accounting and financial planning firm dedicated to empowering individuals and small businesses in achieving their financial goals. We believe in fostering genuine partnerships built on trust, transparency, and a deep understanding of your unique circumstances.
Our Team of Experienced Professionals
Our team of certified financial advisers, accountants, and experienced professionals are highly skilled in a diverse range of areas, allowing us to offer comprehensive financial solutions under one roof. We collaborate seamlessly to ensure you receive holistic guidance and support throughout your financial journey.
What We Do
Beattie Financial Services offers a comprehensive range of services encompassing:
Financial Planning & Advice
- Personal financial planning
- Retirement planning and superannuation
- Business planning and succession
- Insurance planning
- Investments and portfolio management
Accounting & Taxation
- Accounting services for small businesses and individuals
- Tax planning and compliance
- Xero bookkeeping and cloud accounting services
- Self-managed superannuation fund (SMSF) audits and advice
Our Values
Our core values guide our actions and interactions:
- Client-focused: We prioritize your needs and understand your financial goals.
- Integrity: We uphold the highest ethical standards and transparency in all our dealings.
- Passionate: We are dedicated to continuous learning and growth, ensuring we deliver the best possible outcomes for our clients.
- Relationship-driven: We believe in building strong, lasting relationships with our clients based on mutual trust and respect.
Our Commitment
At Beattie Financial Services, we are committed to ensuring that your financial journey is guided by expertise, tailored solutions, and ongoing support. We believe in empowering you with the knowledge, resources, and tools you need to take control of your financial future.
Tax Return Lodgement Experience
The overall experience of customers with the tax return lodgement process has been exceptional, with praises for the professionalism and helpfulness of the staff, particularly Amy Leo.
Staff and Service
The reception staff have been commended for being great and helpful, ensuring a smooth experience for clients. The service has been described as outstanding, with short wait times and efficient handling of paperwork.
Recommendations
All reviewers have highly recommended the services, with one even stating that they trust and recommend the accountants for small business needs.
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