Our clients experience the world differently!

  • They demand – and get - a genuine, professional relationship with their financial advice team.

  • They have peace of mind because their financial life is well structured, and their family’s financial wellbeing is protected.

  • They have complete choice because they are well informed, understand their options and have been shown the difference our advice makes to their lives.

  • They happily pay their fees because they have been equal partners in a discussion that clearly establishes what advice and service they want, and will receive, from us.

  • They don’t follow the crowd because they value the role of their professional advisers as experts, while making their own decisions.

  • They are confident because their advisers understand that good communication goes both ways.



About Naomi

Naomi is a highly experienced CPA Accountant, Business and Financial Advisor and SMSF Specialist who loves helping profitable businesses, farming operations, individuals and retirees to save tax, increase their profits, protect their assets and build wealth for the future.

She is a Director of Eyre Accounting Services and Eyre Financial Services and has 25 years’ experience providing advice to businesses and farmers on the Eyre Peninsula. Before moving back to Eyre Peninsula Naomi worked in a few different accounting firms in Adelaide to start off her career and gain valuable experience in different types of firms. Her first knowledge of bookkeeping came from working with a surgeon for many years doing all the office admin, accounts and preparing financial statements for various business entities.

Because Naomi is an owner of a farming, accounting and financial planning business she knows the complexity of running a business, the different types of challenges faced every day and how difficult it is to deal with the volatility of running a farming business in the current fast paced and rapidly changing world.

Naomi has some of the highest qualifications on Eyre Peninsula and one of only a few who have both accounting and financial planning qualifications as well as the SMSF Specialist Accreditation.

Read Naomi's story



About Naomi

Naomi is a highly experienced CPA Accountant, Business and Financial Advisor and SMSF Specialist who loves helping profitable businesses, farming operations, individuals and retirees to save tax, increase their profits, protect their assets and build wealth for the future.

She is a Director of Eyre Accounting Services and Eyre Financial Services and has 25 years’ experience providing advice to businesses and farmers on the Eyre Peninsula. Before moving back to Eyre Peninsula Naomi worked in a few different accounting firms in Adelaide to start off her career and gain valuable experience in different types of firms. Her first knowledge of bookkeeping came from working with a surgeon for many years doing all the office admin, accounts and preparing financial statements for various business entities.

Because Naomi is an owner of a farming, accounting and financial planning business she knows the complexity of running a business, the different types of challenges faced every day and how difficult it is to deal with the volatility of running a farming business in the current fast paced and rapidly changing world.

Naomi has some of the highest qualifications on Eyre Peninsula and one of only a few who have both accounting and financial planning qualifications as well as the SMSF Specialist Accreditation.

Read Naomi's story

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WHAT WE DO

Investments

Self-Managed Super Funds

Budgeting & Cash Flow

Retirement

Estate Planning

Insurance