Access our expertise in Accounting & Taxation solutions to nurture your future financial success.
Access our expertise in Accounting & Taxation solutions to nurture your future financial success.
FROM FAMILY ESTATE PLANNING TO BUSINESS ACQUISITIONS, MINIMISE YOUR LEGAL RISK WITH LESS STRESS.
FROM INDEX INVESTING TO PROPERTY SELECTION, BUILD WEALTH WITH TAILORED INVESTMENT OPTIONS BACKED BY EXPERIENCE.
The highly experienced team at Holzworth Partners delivers a comprehensive range of financial, legal and business services. Tailored to premium self-managed super funds, wealth management, tax & finance, legal and business advisory services we cater to those interested in growing their wealth, protecting their assets and planning for a secure future.
From wealth creation strategies to self-managed super funds and everything in between, plan for your family’s future with financial advice tailored to your goals.
Gain clarity on your options and learn how to invest with confidence. We can help you invest wisely and secure your financial future.
From managing tax risks to maximising your finances, gain financial peace of mind across tax, accounting, bookkeeping, and self-managed super funds.
Our legal team is here to support you across a range of legal matters, including succession and business planning, family law, conveyancing, criminal, and more.
Our brokers can help you find finance and lending options that work for you. Keeping your needs and goals in mind, we guide you through the financing process.
Your business is in safe hands with our business services, covering legal matters, entity set up, insurance, bookkeeping, and taxation.
Troy LawtonNovember 6, 2024. For some time now adverts have been popping up on all my social media platforms about purchasing investment property with my Super. Intrigued, I would sometimes click on the ad to find out more information. However, none of these ads would just give you general information as to what is required or what the process is, instead they would start to ask lots of questions and retrieve lots of information about you first. I would always abandon my inquiry for fear of it being an online scam, and Super is too important to risk. I eventually decided to contact someone to find out the information I was looking for. I contacted Ebony from Holzworth Partners who was able to give me a brief explanation about how it works and the process required. She then arranged for a phone meeting with Mark Holzworth (director), who was able to explain things in greater detail and answer any questions. Being satisfied with the information I received, knowing that Holzworth Partners was a legitimate and trustworthy organisation and being in a position to purchase, I decided to move forward. Holzworth Partners have a team member supporting you through every step of the process, from the Directors, accountants, financial advisors, legal team, buyers agents and administration. Each department has a role to play and each have the skills and qualifications necessary for their role. I was kept in constant communication through the entire process and I was always made to feel welcome to ask any question or clarification on any matter, I could email or call directly at anytime and my concerns were always answered. I am really glad I made the decision to set up a SMSF and purchase an investment property, but none of it would have been possible without the support of Holzworth Partners. Troy Lawton. Damien EMay 9, 2024. Very professional company! Good at what the do and very helpful when I need assistance with managing my SMSF. Teresa FeatherMarch 20, 2023. Great staff that are friendly, polite, helpfull they dont push you do thing the way they want. They explain things so that you understand, professional and curtis Jayne CoxMarch 20, 2023. Easy to call and ask questions get answers and email response promptly. Philip BerriganMarch 20, 2023. Greg HolmesDecember 22, 2022. More than happy with the service i have received in the years I have dealt with Holzworth Partners and would not hesitate to recommend them to others. Always several jumps ahead of anything I might require and have everything ready soonest. Anita SchulerDecember 20, 2022. I can always book in at a moment's notice. The service is fantastic. Peter ReidSeptember 21, 2022. Good, prompt, service! Margaret MusgraveJune 23, 2022.
Learn from our client’s planning mistakes and the importance of having a valid will. This case study will also help you understand joint tenancy when purchasing a property.
Learn how we helped our client create and protect their wealth with comprehensive financial planning, including trust structures, diversified investments, insurance and a will to secure the long-term financial security of their blended family.
Learn from our client’s planning mistakes and the importance of having a valid will. This case study will also help you understand joint tenancy when purchasing a property.
As a high income earner, you need specialised investment strategies to grow your wealth. We work closely with our clients to understand their goals and create tailored investment action plans.
Our comprehensive Self-Managed Super Fund services, providing expert accountants, lawyers, and financial advisers to help you manage and maximize your retirement savings.
Take a smarter approach to your finances and find out how we can reduce your taxable income.
Protect your legacy and preserve your wealth for the next generation with expert guidance for inheritance and estate planning.
What is the formula for attaining wealth? We outline seven habits to implement to help you achieve this goal.
Have you been made redundant? This is your roadmap to the next essential steps you should take to move forward.
To protect your investments through market volatility, learn how to maintain a portfolio structured for long-term financial growth.
To protect your investments through market volatility, learn how to maintain a portfolio structured for long-term financial growth.
Have you been made redundant? This is your roadmap to the next essential steps you should take to move forward.
What is the formula for attaining wealth? We outline seven habits to implement to help you achieve this goal.