The Right Fit For You
YOU AND CONDONTREASURE - THE RIGHT FIT
1. Never being satisfied, seeking constant improvement.
2. Service, Service, Service.
3. Excellence in reputation and being part of something special.
4. Great customer relationships.
5. Not giving up until the problem is solved and an outcome or result is achieved.
CondonTreasure Core Purpose
Work with people to discover, pursue and achieve their business and financial potential.
Currently helping more than 1,200 Business Owners, Farmers, Professionals, Tradespeople, Mums and Dads to... Increase Profits, Save Tax, Optimize Investments, Protect Wealth, and... Retire Rich
Read on to see how we may be able to help YOU!
Are You Prepared for a Challenge?
Could you go to your records right now and put your finger on precisely how much profit you made last month? Can you say what your forecast is for next month?
Is your Financial Plan up-to-date and are your investments optimised? Are you absolutely certain you’re not paying too much tax? Are your finances structured to maximise return and minimise risk? And are your affairs properly organised to ensure your wealth is protected and passed to the right people without unnecessary and potentially devastating family arguments?
If you answered 'No' to any of these questions...
You’re Not Alone
Even high income earners and astute investors rarely have this critical financial information at their finger tips. And they don’t really know if their investments are giving them the returns they should... if their financial structures are really protecting them... or even if they are needlessly paying thousands too much in tax.
It’s Simple... But Without Help, It’s Not Easy...
Keeping on top of your finances is not easy, but it’s supremely important. A mistake in the way you structure your finances could leave you exposed to tax fines, lawsuits, and even bankruptcy. A small adjustment in your investment portfolio could increase your wealth by tens and even hundreds of thousands of dollars, and regular monitoring and money management could literally transform your financial situation, allowing you to retire rich — much sooner.
The Financial Partners You Need...
Would you like an Accountant, Business Growth Specialist and Financial Advisor who partners with you to grow your profits, optimise your investments, protect your wealth and help you retire rich? Money Advisors who are obsessed with technical details, and yet able to communicate like real people in the real world? A professional services firm that welcomes you as part of the family, and knows you by your name, not merely by your file?
You’ll be reassured to know CondonTreasure is an award winning firm of 50 Accountants, Financial Advisors and Support Specialists, with offices in Roma, Maroochydore, Charleville and Rockhampton. And while we help you with all your money needs, you’ll really appreciate the sincere way in which we partner with you to help you reach your financial goals (dreams) sooner.
You might say we’re Accountants and Financial Advisors... with soul!
At CondonTreasure We Look Forward to Hearing Your Story.
Here’s a Little About Us...
The partnership between Mark Treasure and Rory Condon started in the front row of the Roma Echidnas Rugby Union Team. They’re both crazy about sport!
Mark had been providing accounting services in Roma and surrounding districts for 21 years. Rory operated accounting offices in Roma and Charleville. Both were highly regarded and had loyal, long-standing clients.
With the goal of giving rural and regional business operators high level financial services that rival large, city firms, they joined together to form CondonTreasure in 2004. After meeting like-minded Accountant Rob Thornthwaite, they expanded to Maroochydore and then not long after to Rockhampton. The extra resources of their growing firm now gives them the ability to provide premium financial services to help you grow your wealth.
At CondonTreasure we help you with...
• Tax compliance, superannuation and audit services
• Business restructuring and development
• Self managed superannuation
• Business development and mentoring
• Finance broking, equipment finance, home and commercial lending
• Wealth protection
• Superannuation and investment advice
• And so much more!
Discover the Fortune that Lies Hidden In Your Business
Do you KNOW there is huge potential in your business… but you just haven’t been able to fully tap into it yet? Do you feel it’s time -- this year -- to finally move your business to the NEXT level and enjoy the income and lifestyle benefits you dreamed of when you first opened the doors? Do you fully expect to make a lot more money while working less… but just need some help to get your business to that stage – operationally and financially?
Are you tired of all the coaching and business-growth fads that have come and gone over the years… sick of the hype and inflated (unrealistic) promises so-called gurus make… and just want practical, hands-on help to really grow your business?
Introducing Rise Professionals Business Development and Mentoring — helping you to discover the fortune that lies hidden in your business through...
Business Analysis: Identifying opportunities for growth, areas of risk, and ways to grow the business you’ve always dreamed of.
Strategic Planning: Setting a realistic plan that puts you and your team on the road to achieving your goals. Includes practical action steps and key performance indicators to measure your progress.
Systemisation: Establishing operational and marketing processes that give leverage and free you as your business grows.
Continual Improvement: Monitoring and management for ongoing momentum and ever increasing profits.
Are you ready to discover the hidden fortune that lies hidden in your business?
Contact CondonTreasure’s Rise Professionals for a free, no obligation Discovery Session.
A Fair Go For Farmers...
The rural industry is different to other business sectors. Not many people truly understand that. The massive price fluctuations, constant threat of disease, ever-changing regulations, and then there’s the weather.....
The highs and lows will kill you if you let them. When times are good, they can be very good. But farmers aren’t indulgent like many of their city cousins, they know they have to maximise returns during these times and prepare for the next downturn. That’s not easy.
Would you like a Business and Finance Advisor who really understands the rural industry? Someone who can help you with...
• Compliance, Tax Planning and Budgeting
• QRAA Interest Subsidy reviews
• Advice Grants and Reviews
• Rural Business Plans
• Succession Planning
• Agribusiness Loans and Equipment Finance
• Financial Planning.
Talk with a CondonTreasure Agri Professional today. Experienced Advisors who understand and love the rural sector.
Making the Most of Your Money...
As somebody who makes good money and is actively involved in investing, you already know something about property, shares, and financial structuring, but just like ‘little hinges swing big doors’ – small adjustments in your portfolio can have massive impact on your returns.
By incorporating the business and accounting expertise of CondonTreasure with our financial services division, CondonTreasure Financial Services (CTFS), you receive detailed advice to really make the most of your money. Regular analysis and guidance ensures...
• You’re complying with all tax regulations but not paying a cent more than you have to
• You’re getting maximum returns and tax benefits from your super
• You’ve got the right loans, structured to give you a favourable interest rate, tax savings, and asset protection if circumstances change
• Your family and assets are financially secure in case something unexpected happens
• Your affairs are properly organized to ensure your wealth is passed to the right people without unnecessary and potentially devastating family arguments
Unlike manyFinancial Advisors who are at risk of giving you confused or conflicted recommendations based on industry commissions, your CTFS Advisor gives you truly independent advice on a strictly fee-for-service basis. That means all advice you receive is focused on YOU and YOUR interests exclusively.
For a comprehensive analysis of your financial situation including compliance, tax, financial structuring, investments, superannuation, and lending - talk with a CTFS Expert today and be sure you’re not making any ‘small’ mistakes that could be keeping you from making the most of your money. Your first initial Discovery Session is free and completely without obligation.
The Right Loan / Lease Could Save You a Fortune...
Whether you’re borrowing money to expand your business, lease new equipment, buy a home or commercial property, increase your investment portfolio, or just buy a car, choosing the right loan is critical. But with so many variables and a lending system that has become so complex, how do you know which loan is best?
Your CondonTreasure QPF Finance and Lending Advisor has the expertise to assess your situation and prescribe a loan that will not only give you the best possible rate but also the right structure. With access to all major lenders you’ll save money and get the right loan.
Forget about struggling with hundreds of pages of documents and conditions — your QPF Finance Advisor will help you through the whole process including filling in the forms. Phone your QPF Finance Advisor today for a Free Assessment of your current lending. You could literally save thousands.
So you’re thinking of a Self Managed Super Fund? Good - there are many benefits, but there are also costly pitfalls to beware of.
CondonTreasure’s Super Professionals will guide you through all the steps of establishment and ongoing compliance of your Self Managed Super Fund. Working with your CTFS and QPF Finance and Lending Advisors, your Super Professionals Advisor will help you with structuring, lending and optimising your super.
Contact us for a free initial Discovery Session with your local Advisor.