Our vision is to build a successful long term and valuable relationship with you in reaching your financial goals. At Patel & Dalal Accountants, we understand your needs, wants, goals and future plan. We analyse your short, medium and long term goals in the aspects of life style, family, work, business and retirement. We will assist you in building effective strategies and plan your finances in way that reaps maximum rewards. We work with you in implementing measures that you feel can be accomplished.

We offer following financial planning services:

• Self managed superannuation fund
• Investment advice
• Personal and business risk insurance
• Estate planning
• Retirement planning
• Social security
• Salary packaging
• Wealth creation and protection
• Gearing strategies
• Direct securities investment

Rakesh Kumar (Rep #: 335233) of Patel & Dalal Accountants can advise on the financial services as an Authorised Representative of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Service Licence Holder (No234951)