In August 2004, UFP Accountancy was established to enable clients of Universal Financial Planning Pty Limited (UFP) to have access to superior taxation and accounting services, and Financial Planning services under the one roof.  This saves clients of UFP time and money and allows clients to integrate their advice for continuity.  The goal of UFP Accountancy is to provide a high quality of taxation and accounting  service to existing clients of UFP, and clients that have been obtained by UFP directly.
 
Whilst UFP Accountancy is a relatively new corporate entity the experience of our accountants and financial advisors is impossible to ignore.  Our continual commitment to exceeding our client’s expectations and our ability to listen to our clients carefully, never taking them for granted, has been the corners stone of our success. We have, and will continue to work hard to fine tune our services specifically for the clients of UFP, and the clients obtained through other business channels such as professional referrals, to ensure it is a pleasure for all clients who conduct business with us.

We have listened carefully to our clients to provide a service that understands what clients want from their accountant. Things like returned telephone calls, accurate advice, and a thorough review of the client’s affairs to ensure the maximum take return.

   About Us

   The UFPA Advantage

    Meet the Team