Waterford Accountants + Financial Services

What is Waterford Accountants + Financial Services?

Waterford Accountants + Financial Services is an award-winning accounting and financial services firm based in Hamilton, Newcastle, NSW, Australia. Established in 2004, the firm is recognized for over 20 years of delivering expert business, taxation, and wealth advisory solutions. With a team of 11-50 professionals, Waterford operates with a mission to be "your financial & taxation compass," guiding clients with a personal approach focused on understanding current concerns and building towards future goals. The firm’s proven reputation, application of leading-edge technology, and proactive strategies make it a trusted partner for business owners and medical professionals seeking reliable financial guidance.

What services does Waterford Accountants + Financial Services offer?

• Business & Taxation Services: Comprehensive support for businesses at every stage of the lifecycle.

  • Accounting Software Solutions: Implementation and optimization of accounting platforms.
  • Budgeting and Cashflow: Strategic planning for financial stability and growth.
  • Business Acquisition: Guidance through the process of acquiring new businesses.
  • Business Advisory: Expert advice to improve operations and profitability.
  • Business Health Check: In-depth analysis to identify strengths and growth opportunities.
  • Business Planning: Development of robust business strategies.
  • Business Sale: Assistance with business exits and maximizing sale value.
  • Business Setup: Support for starting new ventures.
  • Business Owners: Tailored financial strategies for owners.
  • Business Valuation: Accurate assessment of business worth.
  • Corporate Affairs: Management of compliance and corporate governance.
  • Financial Statements + Tax Returns: Preparation and lodgement for compliance and transparency.
  • Medical Professionals: Specialized services for doctors, pharmacists, and practice owners.
  • Succession Planning: Structured plans for business continuity.
  • Tax Planning: Minimization of tax liabilities through strategic planning.

• Financial Services: Holistic financial advice and wealth management.

  • Aged Care Financial Advice: Guidance for aged care funding and planning.
  • Estate Planning Advice: Strategies for asset protection and legacy planning.
  • Insurance Advisory: Tailored insurance solutions for risk management.
  • Investments: Portfolio management and investment strategies.
  • Pre-Retiree Financial Advice Services: Planning for financial security before retirement.
  • Professional Superannuation & SMSF Advice: Expert advice for superannuation and self-managed super funds.
  • Retirement Planning: Comprehensive retirement income strategies.
  • Self Managed Super Funds (SMSF): Setup and ongoing administration support.
  • Wealth Creation Services: Strategies to build and grow personal and business wealth.

Why choose Waterford Accountants + Financial Services as your lawyer?

• Award-Winning Excellence: Waterford is a multi-award-winning firm with an established reputation spanning over two decades.
• Client-Focused Approach: The firm is dedicated to a more personal approach, prioritizing client concerns, and guiding towards future goals.
• Proactive Communication: Waterford’s culture of staying in regular contact ensures clients receive continuous advice and timely opportunities for growth.
• Trusted Partnerships: Clients build their financial future alongside professionals who are passionate about helping them achieve financial freedom.
• Specialized Industry Expertise: The team specializes in serving business owners and medical professionals, offering tailored strategies that address unique sector challenges.
• Cutting-Edge Strategies: The firm utilizes leading technology and progressive strategies to optimize business growth and wealth creation.
• Strong Professional Credentials: Affiliations with Chartered Accountants ANZ, Xero Gold Champion Partner Certified Advisor, and SMSF Live underscore a commitment to the highest industry standards.

Who are the attorneys at Waterford Accountants + Financial Services?

• Chris Catalovski – Managing Director: Leads the firm with extensive expertise in accounting and financial advisory.
• Matthew Stevenson – Director: Provides strategic leadership and specialized business advisory services.
• Cameron Smith – Director: Expert in complex financial solutions and client-focused planning.
• Anna Catalovski – Business Manager: Oversees business operations, enhancing client service delivery.
• Gauthier O'Neill, Jamie-Lee Birkett, Ethan Catalovski, Jamie Houghton, Liam Catalovski, Logan O'Halloran – Accountants: Deliver a broad spectrum of accounting, taxation, and advisory services.
• Michelle Stanley – Advice Associate: Supports tailored financial advice and client engagement.
• Callum Burns – Associate: Assists in business and taxation matters.
• Jasmin Vassallo, Emma Jerrett, Zoe Ostle – Administration Officers: Ensure seamless office administration and client support.

How much does Waterford Accountants + Financial Services cost?

Waterford Accountants + Financial Services provides customized pricing based on the complexity and scope of services required. The firm offers transparent fee structures and flexible payment options, ensuring clients receive high-value service aligned with their financial needs. For detailed quotes and tailored solutions, clients are encouraged to contact the firm directly via the website or phone.

Where is Waterford Accountants + Financial Services located?

Waterford Accountants + Financial Services is conveniently located at:

75 Tudor Street

Hamilton, Newcastle NSW 2303, Australia

PO Box 95, Hamilton NSW 2303

• Accountants Department Phone: 02 4940 2800
• Financial Services Department Phone: 02 4961 5095
• Website: waterfordaccountants.com.au
• Email: Via website contact form (Contact Us)
• Client Portal: Client Portal Login
• Social Media:
  • LinkedIn
  • Facebook
  • Instagram
  • Google Maps

Waterford proudly serves clients throughout Newcastle, Hamilton, and the wider NSW region with a commitment to excellence in accounting and financial services.