Our Services

How we can Help you

We offer a comprehensive range of high quality financial services and solutions to assist all of our clients with reaching their goals, both short-term and long-term.

Tax and Accounting

Price Accounting Services can assist you with your taxation and accounting requirements for individuals, families, businesses, companies, Self-Managed Superannuation Funds (SMSFs), trusts and income tax returns.

We also offer a free no-obligation first consultation and meeting to discuss your needs and goals.

Read more about our tax and accounting services ›

Financial Planning

Planning for your financial future can help you at any stage of life. Our financial planners take the time to listen to your unique situation and tailor a plan to help you reach your desired goals, while also providing comprehensive ongoing support as required.

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Aged Care Services

We're here to help make your transition to retirement as easy and stress-free as possible with our professional aged care services.

These aged care services include:

  • Assistance with Aged Care including your placement in an Aged Care facility
  • Document preparation and assistance with Centrelink pensions
  • Estate planning including Aged Care Directives, Wills, Power of Attorney and Guardianship
  • Prepaid Funerals and Funeral Bonds
  • Income tax returns, accounting and specialist taxation advice
  • Retirement Investment advice including Aged Care Annuities
  • Bill paying services
  • Plus much more

Nearby and can't make it to our location? If you're located within 10km of our Thornleigh office and unable to meet us, we can arrange a home visit where we'll visit you.

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Life Insurance

It's no secret that life can be unpredictable. When you're looking to provide cover for yourself, your family and your business, we can tailor an insurance plan to give you the cover you need to protect your lifestyle and financial goals.

Our insurance services and options include:

  • Life insurance including Life Insurance inside Super (more tax effective)
  • Total and permanent disability (TPD) insurance
  • Income protection
  • Child cover
  • Trauma insurance
  • Policy and insurance reviews
  • Business insurance

Read more about life insurance ›

Contact Price Financial Intelligence

If you have any questions or would like to book an appointment, please call us today on (02) 9875 2444 or send through your enquiry.

Have a Question? Book Your Free Initial Consultation

Whether you're looking for advice and assistance at the start of your career or transitioning to retirement, our expert team offer a free initial consultation aimed at helping you reach your goals efficiently and cost-effectively.

General Advice Warning

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.

Price Financial Intelligence Pty Ltd. Established 35 years.

Australian Financial Services Licence 402367