About Monash Tax
We are a thriving business with happy clients.
We know this is our “About Us” page, but it is so difficult to talk about us without talking about you.
For over 13 years, Monash Wealth has partnered with and helped clients from all over Melbourne.
Because our clients are part of our team just like any member of staff.
We could tell you about how many staff we have got, and who they are, but we recognise that our clients are an integral part of our firm.
We love to work and we love where we work
Monash Wealth Pty Ltd was established in 2002. It is an integrated practice combining accountancy, tax, financial planning, self-managed super funds, and home loan services. We have qualified teams of professionals specialized in different areas. The firm has expanded to provide all these services under one roof.
We believe in providing you quality services in a timely and efficient manner.
Monash Wealth Pty Ltd (Credit Representative #412629) is authorized under Australian Credit Licence Number 389328 to provide mortgage services.
Monash Wealth Pty Ltd is a corporate authorized representative (no. 001281923) of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735, Australian Financial Services Number: 229892, Level 23, 25 Bligh St, Sydney NSW 2000 Australia.
We work harder to deliver more to achieve better results. Once you join Monash Tax you can expect:
Our principal, Shan Gupta, may send you regular emails on the latest happenings in accounting, tax and other technical matters. Listen and implement his invaluable advice and watch your wealth soar!
You will gain access to add on services designed to save and grow your wealth. We shall help you to grow and invest at your own pace.
All of our members get complete access to our educational resources, where you can teach yourself on how to build and grow your wealth to become more successful. All are complimentary!
Ready to join the team? We would love to have you.
What we believe.
We believe tax and accounting is less about tactics and more about strategy. That is why we adopt a result focused, strategy-first approach to every client we take on!
Every service and solution we offer takes into consideration on how to get you more savings, how to convert those savings into investment, and how to transform your investment into higher profits.
Our client like our strategies, once you join us, you will never want to leave.
So what are you waiting for? Join the team! It’s time for you to experience how much
more you can achieve from your financial strategies session, the Monash Tax way!
Talk to us today for a complimentary, no obligation consultation.