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Our Services

What We Offer

Financial Planning

  • Investment Planning and Retirement Planning
  • Wealth Creation and Management
  • Estate Planning
  • Portfolio Review and Maintenance of Established Portfolios
  • Superannuation, including Self – Managed Super Funds (SMSFs)

Tax & Accounting

  • Income Tax Returns – Preparation and submission for Individuals, Companies, Partnerships, Sole Traders, Trusts and SMSFs
  • Setting up Specialised Tax Structures
  • Advise on Tax Effective Strategies
  • GST/BAS/IAS Returns
  • Company, Trust and Self Managed Super Fund Formations
  • Bookkeeping
  • Preparation of Financial Statements
  • Income Tax Variations
  • Business Plans and Advice
  • TPAR (Taxable payments annual report)
  • STP single touch payroll
  • (FBT) Fringe Benefits Tax 

Guidance in Lending

  • Home Loans
  • Business Loans and Equipment Finance Lease
  • Motor Vehicle, Hire Purchase & Chattel Mortgages
  • Loan Restructure
  • Refinancing
  • Self Managed Super Fund Lending
  • Debt Management and Gearing strategies

Property Consultation

  • First home buyer, investment property and business investments
  • Property Research
  • Depreciation and growth forecasting
  • Access to residential stock

Insurance

  • Shareholder Protection Business Succession Insurance
  • Key Person Insurance
  • Business Expense Insurance
  • Income Protection/ Salary Continuance
  • Life Insurance

Auditing

Self Managed Super Fund Auditing

Please be advised that Millennium3 Financial Services Pty Ltd is only responsible for services and advice in relation to Financial Planning and Insurance.

“I just thought to share some positive feedback, we have had a bit on the go through your business to do with insurance, super and personals currently, your team seems to be always on the ball and quick to respond to any questions we have. Joe and Bonnie are always great.

A special mention however on Gary who for a few weeks now has been working with us specifically for our insurance review, he was more than happy to jump on a video call not realising it was his day off to satisfy a few more questions we had.”

Mark & Carly

Contact Us Today 

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Find Us

Suite 101. 29-31 Solent Circuit, 

Norwest, NSW 2153

Contact Via

? 9898 6777

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