- About us
You need the security on the knowledge that your family, your assets and your income streams are protected if the unexpected happens.
At XO, we understand that a sound financial strategy must also include preparing for events we all wish will never happen but often do, such as an illness, accidents, and yes, even death. You need the security on the knowledge that your family, your assets and your income streams are protected if the unexpected happens. The key to this protection is having the right type and level of insurance.
As a key part of your financial strategy, we’ll take into account your personal circumstances and make recommendations using the best mix of personal insurance products for you. That might include life insurance, trauma cover, total and permanent disability insurance, or income protection insurance.
Having the right coverage is one thing but being able to afford to pay for it is another, therefore a key component of our insurance recommendations is how you will pay for it. Using a combination of superannuation and personal premium payments we examine the cashflow and tax implications of each category of insurance.
We’re committed to providing you with a friendly, approachable and helpful service at all times.
We offer affordable, fixed price monthly accounting packages so you won’t get a huge bill come year end.
We utilise the latest accounting and IT technology to help you organise your business or rental property finances more efficiently.
As Xero Gold Partner accountants, you know you can rely on us to provide you with the ultimate support for Xero accounting software. From setup and training to ongoing advice and support, XO Financial Services have got you covered.