Business Details
Your Trusted Financial Advisers in Sydney
Enhance Financial Partners is dedicated to delivering holistic financial advice tailored to individuals, families, and businesses. With a focus on wealth creation, asset protection, tax minimisation, and retirement planning, we partner with clients to provide clarity and strategic guidance through every life stage. Our team of experienced professionals combines expertise in accounting, financial planning, and SMSF management to create customised solutions aligned with client goals.We prioritise long-term relationships, ensuring clients feel empowered to navigate financial milestones with confidence. Our services span tax planning, investment strategies, business advisory, and cloud-based bookkeeping, supported by cutting-edge tools like Xero. We are committed to simplifying financial management while safeguarding client interests through transparent, goal-oriented advice.
Services
Financial Planning
Tax Services
SMSF Management
Bookkeeping
Business Advisory
Highlights and features
- We offer over 20 years of combined experience in financial planning and accounting.
- Our team includes Chartered Accountants and Accredited SMSF Specialists.
- We provide tailored strategies for tax minimisation and retirement planning.
- We leverage Xero technology for seamless bookkeeping and financial management.
- We prioritise client education and transparent, long-term financial partnerships.
Services
Financial Planning
Our financial planning services focus on aligning your wealth with life goals through tailored strategies. We specialise in retirement planning, tax minimisation, and investment management for individuals and families. With a goal-based approach, we help clients at every life stage build financial security and navigate milestones like property purchases, education funding, and aged care planning.
Tax Services
We provide comprehensive tax solutions to legally reduce liabilities while ensuring compliance. Services include income structuring, investment tax planning, superannuation strategies, and deductions optimisation for individuals and businesses. Our team helps clients maximise refunds and implement asset protection structures to enhance tax efficiency.
SMSF Management
Specialising in Self-Managed Super Funds, we assist with setup, compliance, and investment strategies. Our SMSF Association Specialist guides clients through regulatory requirements, asset transfers, and portfolio diversification. We help families consolidate up to six members' super into a single fund for streamlined management and cost efficiency.
Bookkeeping
Our cloud-based bookkeeping services use Xero technology for real-time financial insights. We handle bank reconciliations, payroll, BAS/GST lodgements, and financial reporting to simplify business operations. This allows clients to focus on growth while maintaining accurate, compliant financial records.
Business Advisory
We offer strategic advice for business growth, including structure optimisation, profit planning, and asset protection. Services cover five-year growth plans, virtual CFO support, and technology integration like payroll systems. Our goal is to enhance profitability and operational efficiency for businesses of all sizes.
People
Nathan Franks
Managing Director
With over 20 years of experience, Nathan leads Enhance Financial Partners, focusing on holistic financial advice and long-term client relationships. His expertise ensures tailored strategies for financial confidence across all life stages.
Craig Conner
Director
Craig brings 20+ years of accounting and financial advisory expertise, specialising in SMSFs and tax strategy. As a Chartered Tax Adviser, he guides businesses and individuals toward financial clarity and compliance.
Nipa Muchhala
Senior Accountant
A CPA Accountant with extensive tax and financial management experience, Nipa provides tailored advice to SMSFs, businesses, and individuals. Her meticulous approach ensures optimal tax outcomes and client success.
Montana Ojeda
Financial Adviser
Montana is an Accredited Aged Care Professional and SMSF Specialist, delivering goal-driven financial strategies. She focuses on empowering clients to achieve financial security through retirement planning and wealth management.
Cate Crichton
Client Development Manager
Cate is a Xero Certified Consultant who streamlines financial processes for businesses. Her expertise in bookkeeping and payroll solutions helps clients optimise accounting systems and operational efficiency.
Questions
What services does Enhance Financial Partners offer?
We provide financial planning, tax advice, SMSF management, bookkeeping, and business advisory services tailored to individuals and businesses.
How do you tailor financial advice to individual needs?
Our team conducts in-depth consultations to understand your goals, then designs custom strategies for wealth creation, tax minimisation, and retirement planning.
Can you help with SMSF setup and compliance?
Yes, our SMSF Association Specialist guides you through setup, regulatory compliance, and investment strategies to manage your super effectively.
Do you offer cloud-based bookkeeping solutions?
We use Xero technology for automated, cloud-based bookkeeping, including payroll, BAS lodgements, and financial reporting.
What areas do you serve?
We operate in Sydney and Parramatta, NSW, providing services to clients across Australia through digital platforms.
