Rodgers & Co
More Than Accounting

Acquisitions & Sales

Buying or selling requires the same in-depth scrutiny and advice to assess the viability and optimal structure for changes of ownership. Either way you’ll want to know that you’re buying or selling at the best possible price and conditions. That’s where we come in…

 

Succession Planning

Much as we hate to admit that the world will continue to spin without our input there is a very strong possibility it will. We can’t help much with that but we can help you set the succession plan that will allow you to retire in the strongest possible financial position. Our job is not to decide when you’ll retire, but plan how well you’ll retire.

 

Family Trusts

There are few, if any, subjects in financial planning that offer more unsolicited, and often inaccurate, advice than Family Trusts. All that will I or won’t I, should I or shouldn’t I back and forth can be exhausting, and quite frankly a little boring. We can short cut all that with a qualified, experienced and practical approach to your individual situation. We’ll then follow that up on how best to plan your estate, tax and the long-term creation of wealth. We find our clients appreciate and benefit from informed decision-making a whole lot better than a shot in the dark from their cousin’s sister’s aunt who “has it on good authority.”

 

Property Investment

Successful commercial or residential property investment takes a cool head and an impartial eye to assess and maximise the benefits and minimise the risks. Rodgers & Co specialise in cool heads and impartial eyes…we had a large number of them when we last looked…and they’re here to support you through the planning, structuring (including LTC set-up) and completion of end of year accounting and taxation.

 
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