Dene Kilpatrick

Dene Kilpatrick

Newcastle, New South Wales, Australia
824 followers 500+ connections

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    Financial Advisory, Financial Accounting, Personal Tax Planning, Small Business Tax, Tax Preparation, Business Consulting, Tax Advisory, Budgeting, Wealth Management, and Financial Planning

About

Creating fist-pump moments for busy business owners. And building their wealth.

I help business owners take control of their business. So that it works for them:
• Their staff are aligned, working well.
• It has healthy cash flows.
• There is a reliable pipeline of potential new business.
• They are being well paid.
• Building wealth for the future, for them and their family.

Above all you develop a sense of calm. You can relax, breathe, confident it is all under control. That there is time just for you.

I bring 25 years of business advisory and accounting experience having worked across multiple industries and businesses. It has given me a breadth of experience and expertise that enables me to stand back from the day-to-day busyness.

To provide considered, ethical and innovative advice.

Identify underlying problems and work through them with the business owners.

Fixing them. Putting out the fires permanently.

So that the business can be more strategic, considered, effective.

I also provide personal financial advice and my accounting expertise gives you a major advantage.

The relationship between the entities that create the wealth and benefit from it can have major consequences.

Both in terms of asset protection and tax effectiveness.

I have literally saved some clients $’000,000 in taxes just through clever structuring. Only a financial planner with taxation expertise can bring that to the table.

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Experience

Education

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    Activities and Societies: Joint study in finance

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Licenses & Certifications

Courses

  • Kaplearn Diploma of Financial Planning

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Projects

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