Rees Group – Financial

We’re here to help you grow with your business.

More than just tax advisers, we delve deep into your business to help you capitalise on areas of opportunity.

Position your family business to prosper

If you want a competitive advantage in your business, you need to know where your finances are headed. Rees Group partner with your business to provide business advice, wealth management and tax advice.

About Us

Whether it’s tax planning, cost cutting or planning for growth, we’ll put our heads together to come up with innovative solutions that will put more money in your pocket and give you more time to spend doing the things you love.

Accounting &
Bookkeeping

There is no “one size fits all” business solution, so Rees Group offers individual advice for all of our clients. We’ve hand-picked the cream of the accounting crop, who have extensive experience in all areas of tax and business advisory.

Corporate
Advice

Using our network of financial advisors, lawyers and consultants, Rees Group will lead your transaction and enable you to achieve an optimal outcome. We will work with your accountant to close the transaction with the best result.

Family
Businesses

Our clients want to build an effective business to support their family. They’re creating a legacy to pass onto their children, so we offer guidance in succession planning and transition of ownership to younger generations.

Investment
Management

We are here to listen carefully to your situation, before recommending the ideal expert from our panel of preferred financial advisers. We work with the industry’s best who you can trust to lead you on a prosperous path.

So you can focus on life family work

We’ve been helping family businesses with succession plans for decades and now have plenty of second and third generation clients who keep coming back to Rees because we know their history and understand their specific situation.

Our Latest Videos

Property Update with Forza Capital

It’s that time of year again for the Rees Group/ Discover Financial Partners Property Update in the form of a recorded webinar for 2020.

Funding Traps for Small Business

Watch and listen to our partner, Justin Mastores, and his expert input with the broader panel to the recent “Funding Traps for Small Business” webinar, hosted by Prospa and recorded at Redback Studios in Sydney in September 2019.

We join Discover Financial Partners to talk End of Financial Year (EOFY) strategies for 2020.

We cover topics such as early access to Superannuation, EOFY Contributions and something new for this year… makeup contributions, Defense in COVID and much more.

We joined forces with Discover Financial Partners to chat about how you, your business and loved ones may be affected as a result of the pandemic.

Watch Justin Mastores, Matt Gibson and David Meffert’s take on the Australian Governments’ $189 billion in stimulus packages, the current share market, investments and superannuation.

The economy is changing daily so Part 2 of our “Stimulus Stressed” series provides a succinct 30 minute expert digest on the third round of the Australian Governments’ stimulus packages, plus a Q&A session.

Find out if your business qualifies for the $1,500 per fortnight JobKeeper Payment.