WE'RE HERE TO HELP YOU ACHIEVE YOUR FINANCIAL GOALS IN LIFE
Who we are
Locumsgroup is a multi-service firm driven by a team of experienced accountants, financial advisers, and mortgage managers working collaboratively to empower you and guide you on your journey to financial independence. We believe financial success is not just about numbers, it's about understanding your aspirations and crafting a tailored plan that aligns with your unique goals.
Our Vision
Our vision is to become your trusted partner in achieving your financial aspirations. We achieve this by:
- Providing personalized, holistic financial planning that considers your whole financial picture, not just specific areas.
- Empowering you with clear communication and guidance every step of the way.
- Regularly reviewing and adjusting your plan to ensure it remains relevant and effective as your life and financial goals evolve.
Our Services
Tax & Accounting Services
- Tax planning and compliance assistance
- Business and personal tax returns preparation
- Advice on tax-efficient investments and strategies
- Financial statements analysis and interpretation
Financial Advice Services
- Comprehensive financial planning that includes goal setting, risk management, and investment strategies
- Retirement planning and superannuation advice
- Succession planning and estate management
- Insurance review and recommendations
Mortgage & Lending Services
- Mortgage broking and refinancing services
- Assistance with securing competitive home loans
- Financial guidance on investment properties
- Reverse mortgage options exploration
Our Team
With decades of combined experience and diverse expertise, our team is committed to providing exceptional client service and achieving outstanding outcomes. We combine analytical skills with a personable and approachable approach, ensuring you feel comfortable and confident throughout the process.
Meet our Leadership Team
- Paul Ahearne: Managing Director - Expertise in strategic financial planning, taxation, and leadership.
- Brook Roberts: Head of Mortgages (Emeritus) - Extensive experience in banking and mortgage broking.
Contact us to schedule a complimentary consultation and learn how Locumsgroup can help you achieve your financial goals.
Exceptional Service
The reviews are glowing with exceptional praise for Locums, a company that provides accounting and investment services. The reviewer, Gordon MacVicar, rates them 5 stars and expresses his satisfaction with their services. He mentions that Paul, Jen, and the team at Locums have been looking after his accounting and investment needs for 15 years, demonstrating their long-term commitment to their clients.
Holistic Approach
The reviewer highlights that Locums takes a holistic view of their clients' needs, implying that they don't just focus on specific services but rather understand the bigger picture of their clients' financial situations and goals. This approach has earned them the trust and loyalty of their clients, including Gordon.
Personalized Client Care
Gordon explicitly mentions that the team at Locums cares about their clients, which suggests that they provide personalized attention and support to each individual. This personal touch sets them apart from other companies and contributes to their exceptional reputation.
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