Established in 1985 by Peter Bugden, Bugden & Partners is a dedicated team of experienced professionals providing comprehensive accounting, taxation, financial planning, risk insurance, and bookkeeping services. Based in Port Macquarie, we serve clients across the Local Mid North Coast and beyond.
Our Philosophy
Our mission is to empower our clients to achieve their financial goals through personalized and tailored solutions. We achieve this by:
- Quality: Providing exceptional client service and ensuring high-quality advice and execution.
- Honesty: Openly and clearly explaining costs, benefits, and consequences.
- Respect: Treating clients with integrity and understanding their individual needs and aspirations.
- Value: Delivering professional services at competitive prices with transparent billing.
- Security: Maintaining confidentiality and securely handling sensitive client information.
Accounting & Taxation
- Tax compliance and planning
- Business accounting and financial statements
- Indirect taxation advice
- Goods & Services Tax (GST) and payroll services
Financial Planning
- Goal setting and risk assessment
- Superannuation advice
- Investment planning
- Retirement planning
- Estate planning
Risk Insurance
- Comprehensive risk assessments
- Insurance policy reviews and recommendations
- Assistance with claims and recoveries
Bookkeeping
- Accurate and timely bookkeeping services
- Implementation of robust bookkeeping systems
- Management reporting and insights
Our Team
Composed of over 20 experienced professionals, our team boasts a diverse range of expertise in accounting, taxation, financial planning, insurance, and bookkeeping. We are committed to continuous professional development and upholding the highest industry standards.
Our Values
Integrity, transparency, and client-centeredness are the cornerstones of our values system. We are driven by a genuine desire to help our clients achieve financial success and peace of mind.
Financial Services Review
The reviewed financial services, operated by a team of highly skilled professionals, have received a 5-star rating for their exceptional performance and dedication to their clients. The author, John Minihan, has been dealing with the firm for many years and highly recommends their services.
Accounting and Financial Planning Expertise
The firm's accountants and financial planners have been praised for their first-class operations, offering top-notch services that cater to the needs of their clients. Their expertise in financial planning and accounting has earned them a reputation as a reliable and trustworthy service provider.
Client Satisfaction and Recommendation
John Minihan's positive experience with the firm has led him to highly recommend their services to others. His satisfaction with the firm's operations and commitment to client needs has been evident throughout his many years of dealing with them.
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