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Horsey Jameson Bird Pty Ltd

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Horsey Jameson Bird Pty Ltd

Mission statement:

Adopting a holistic and tailored approach to assisting our clients and employees meet their individual needs and achieve their goals.

Overview:

Horsey Jameson Bird is a highly respected financial planning and taxation services practice that specialises in providing clients with a holistic investment and taxation approach.

Our clients enjoy an "end-to-end" integrated financial services solution. We aim to assist clients realise goals such as:

   Increasing net worth
   Protecting family and hard earned assets.

Horsey Jameson Bird's financial services are individually tailored for every client and include:

   Defining goals
   Developing financial planning strategies
   Investment advice and portfolio management
   Superannuation and retirement planning
   Risk analysis
   Protection of lifestyle and assets
   Cash flow management
   Accounting services
   Taxation planning and strategies
   Estate planning
   Ongoing portfolio reviews

We are unique in the Financial Planning Industry and have a proven track record and loyal customer base. We have been practicing since 1982 with many clients benefiting from our services for 20 years and we are proud to now be assisting many second and third-generation family members.

Vision:

To be the most respected, trusted and outcome driven, independently owned Australian Financial Advisory and Taxation Services Practice.

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