Company Profile
History
Founded by Bill Ellis in 1992 as a small practice at Mallacoota we have grown from our roots of a single office accounting firm to a highly specialised, multi location practice of professionals, servicing a broad range of clients all over Australia.
In the late 1990’s Bill and Nic identified the need to provide a wider range of services to benefit our clients future wealth position. This lead to a new focus of building a specialist SMSF practice and implementing some groundbreaking Centrelink arrangements to the benefit of our clients.
About 2020 Financial Solutions
2020 Financial Solutions is a one stop financial shop – we aim to provide a comprehensive range of financial services to individuals and small business clients throughout Australia. 2020 Financial Solutions Pty Ltd is a Corporate Authorised Representative of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951). 2020 Financial Solutions Pty Ltd provide financial services advice as Sub Authorised Representatives of Professional Investment Services Pty Ltd.
The team is made up of accountants, solicitors, business planners, tax strategists, mortgage brokers, retirement planners and risk insurance brokers.
Our offices are located over looking the Pacific Ocean in Merimbula on the far South Coast of NSW, in Jindabyne at the foot of the NSW Snow Fields and in Newcastle in the vibrant cosmopolitan Beaumont street area of Hamilton. Click here to view images of our Flagship Office in Hamilton.
Our client base is broadly spread across Australia and ranges from Medical professionals to heavy industry, trades, retirees, retail stores and restaurants.
As a core aim we endeavour to create wealth for our clients through strategic financial advice, asset protection and tax minimisation. The portfolio of services we offer is growing all the time, as we aim to recognise and respond to the changing needs of our clients.
The advisers of 2020 Financial Solutions Pty Ltd (ABN 91 006 856 435) advise on a full range of financial products and investments as Sub Authorised Representatives of Professional Investment Services Pty Ltd. Our statements of advice integrate quality investment advice with sound business planning, tax planning and superannuation planning strategies. This means that our clients pay the least amount of tax possible while maximising investment and business returns.
2020 Financial Solutions concentrates on developing and implementing detailed Strategic Statements of Advice for our clients. We first focus on minimising an individual’s or business income tax using legitimate planning techniques that are generally accepted by both the courts and the Australian Taxation Office.
2020 Financial Solutions in conjunction with Ellis Business Accountants also prepares financial accounts and income tax returns for our clients, but we see this as a secondary function, albeit a very important one. Our more important function is to improve our clients' wealth positions and ensure they avoid the many pitfalls that can destroy wealth, such as tax avoidance schemes and commission based managed investments.
Our mission statement is based on the desire to forge long term relationships with our clients through providing a combination the best service and the right strategic advice.
We do not see ourselves as being in the business of the traditional gap filling role some accountancy and financial practices fall into. We are pro-active in our stance on leading our clients towards building better business’ and a greater asset base for their families. It is for these reasons that we have adopted the statements of “wealth creation and lower tax are our bottom line“ and our ability to service a clients total need are reflected in “ your one stop financial shop as our brand expression.
Power Point Presenation 2020 Financial Solutions
Click here to view our Corporate Profile Brochure
Our toll free national phone number is 1800 GO 2020
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