W Advisory Picton

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Solutions for Small Businesses

Growth-Focused Strategies to Clear Your Path

Focus on your vision while we handle the reporting and planning that secures your business future.

OUR SERVICES
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FINANCIAL PLANNING

Map out your future with local experts who value your goals:

  • Strategic investment and superannuation advice
  • Personalised insurance solutions to protect what matters
  • Professional stockbroker services
  • Clear guidance on Centrelink and retirement
  • Compassionate redundancy planning
Explore our approach

TAXATION

Take the weight off your shoulders with tax support for locals, investors, and business owners:

  • Simple, accurate personal tax returns
  • Expert advice for property investment and tax
  • Seamless GST registration and BAS preparation
  • Ongoing tax advice and compliance support
  • Professional setup for companies, trusts, and SMSFs
View tax services

ACCOUNTING

Gain the clarity you need to run a smarter, more profitable business:

  • Detailed preparation and auditing of financial Accounts
  • Real-world business performance analysis
  • Independent valuations for buying or selling a business
See how we help

Our Services

How Can we help you?

Tax Returns

GST Registrations

Financial Statements

Financial Audits

Performance Analysis

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Our Office

W Advisory Picton

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Testimonials

What our clients say?

Melinda Milton-White

This was my first time doing my tax return with William after my previous accountant retired. William was professional and efficient, having everything ready to go. He was very welcoming and friendly and I wouldn’t hesitate to recommend him. I will definitely be back next year.

Amrit Singh

William was very helpful in providing all the required information and links. He is very solution oriented and resourceful. I greatly appreciate his professionalism.

Samantha Roberts

First time clients and we will definitely be returning- William is amazing. Professional, friendly and helpful. He happily answered any questions we had, went through the tax return process in detail, dedicated to ensuring we received the best return we were entitled too. Thanks so much.

Paul Halford

We are a mortgage broking company and W Advisory supported us extremely quickly when needing some support for one of their past clients that had stopped trading 2 years ago and moved to QLD. Cheryl was very supportive when it would have been easy for her to say no – thank you Cheryl!

Georgia Battin

Incredibly helpful team, I highly recommend this accounting firm. Joko was incredibly knowledgeable and provided insightful financial assistance. Thank you so much!

David Bui

I’m thoroughly impressed with W Advisory, particularly William and Evan! Their professionalism and ability to understand my specific needs to maximise my tax strategy have been exceptional. Their responsiveness and regular updates are second to none – it’s clear they prioritise their clients’ needs.

I highly recommend W Advisory to anyone seeking a reliable and skilled accountant. Their expertise and dedication make them stand out in the industry. If you’re looking for a trusted partner to handle your finances, look no further than W Advisory!

Nathan Walker

Will and his team are the best in the business. Easy to deal with. A 30 minute chat and our Mortgage Brokering business was off the paper and jumping into life. Would highly recommend Will and the W Advisory Team

Get Started

At W Advisory Picton, we provide the kind of direct, one-on-one attention that gets lost at big-city firms. We’ve been at this for years, and we know that real accounting is having someone in your corner who actually understands your business and helps you make the right calls.

Book a call today
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