Jonas & Associates

Our Story

Jonas and Associates is driven by a passion to empower individuals and businesses to achieve financial success. Founded on the belief that financial information should be accessible and actionable, we leverage technology and personalized guidance to help clients achieve clarity and control over their financial future.

Our Approach

We take a collaborative and client-centered approach, focusing on your unique needs and aspirations. Our team stays abreast of industry trends and works to harness new technologies to streamline your financial journey. This ensures that we can provide timely and relevant advice tailored to your individual circumstances.

Accounting & Business Management

• Comprehensive accounting services for businesses and individuals
• Business management analysis and support
• Financial statement preparation and interpretation
• CFO consulting services

Taxation

• Comprehensive tax planning and compliance services
• Tax minimization strategies and disputes
• Self-managed superannuation fund management

Financial Planning & Analysis

• Development of personalized financial plans
• Retirement and wealth creation strategies
• Financial goal setting and tracking
• Risk management assessments

Corporate Services

• Company secretariat services
• Corporate governance consulting
• Business valuations and succession planning

Our Values

Our core values guide our interactions with clients and partners:

• Integrity: We uphold the highest ethical standards and maintain confidentiality.
• Professionalism: We deliver accurate and timely information and advice.
• Client-Centricity: We prioritize your needs and aspirations.
• Innovation: We embrace new technologies to enhance your financial experience.
• Collaboration: We work in partnership with you to achieve your financial goals.

Our Team

Our experienced team consists of qualified accountants, financial planners, and industry experts ready to guide and support you on your financial journey.