Top FAQs

About Ideas Group. Tax. Wealth. Finance. 

Ideas Group is a comprehensive professional services firm offering a wide range of services, including tax services,
financial planning, mortgage broking, finance solutions, SMSF management, and remote personal assistance for
individuals. For businesses, we offer business tax services, business activity statement management, accounting
outsourcing, administration services, business advisory, and business finance solutions.

Our fees are based on the type and complexity of the service provided. We are transparent about our fees and
provide a detailed breakdown upfront before you commit to any service.

Our process begins with understanding your financial needs and goals. Once we have a good understanding, we
then identify the best solutions or services for your needs and start implementing them with your approval.

A remote personal assistant is a professional who can handle a range of personal tasks, such as scheduling, email
management, travel arrangements, and personal finance tracking. This service can help you streamline your
responsibilities and focus on what truly matters to you.

Our business advisory service involves providing strategic direction to help your business thrive in a competitive
marketplace. This could include strategic planning, financial analysis, performance improvement advice, and exit
strategy planning.

Our outsourced accounting services can handle your bookkeeping, financial reporting, payroll, and tax preparation.
This allows you to focus on growing your business while we manage your financials, improving your efficiency and
allowing for better decision-making.

We offer a range of finance solutions, including personal and business loans, mortgage broking, and SMSF
management. We aim to provide the necessary capital to help you or your business reach the next stage of growth.

Absolutely, Ideas Group prides itself on being a one-stop solution for both individual and business financial needs.
We can provide a seamless, integrated service experience across both areas.

Our standard trading hours are from 9:00 AM to 5:30 PM. However, we understand that these times may not suit
everyone’s schedule, so we are also available at other times by appointment. We strive to be flexible to meet your
needs

The first step to engaging with us is to book an initial discovery meeting. This meeting comes at no cost or obligation
to you, and it gives us an opportunity to understand your needs and explain how we can add value to your financial
journey. To book this meeting, you can either call us or use the scheduling tool on our website

Absolutely. We believe in empowering our clients with financial knowledge. During our initial discovery meeting, our
experts will guide you through the basics of financial planning and how it can be tailored to help you achieve your
personal or business goals.

We believe in building long-term relationships with our clients. While we do provide one-time services, we also offer
ongoing support for clients who require continuous assistance. We’re here to support your financial journey every step
of the way.

That’s our specialty! Ideas Group offers a suite of services for individuals and businesses. Whether you need
financial planning, tax services, or administrative support, we can provide these services in an integrated manner. This ensures that all aspects of your financial affairs are handled seamlessly and with a complete understanding of your
overall situation.

Our professionals are committed to continuous learning. We regularly participate in industry workshops, conferences,
and training programs to stay abreast of changes in legislation, financial regulations, and market trends. This ensures
that we provide you with the most current and informed advice

Our professionals are committed to continuous learning. We regularly participate in industry workshops, conferences,
and training programs to stay abreast of changes in legislation, financial regulations, and market trends. This ensures
that we provide you with the most current and informed advice

Absolutely. While we are based in Sydney, our services are not geographically bound. Thanks to technology, we can
assist clients from across the country and even around the world. We offer remote meetings via phone or video
conferencing for our clients’ convenience.

Absolutely. While we are based in Sydney, our services are not geographically bound. Thanks to technology, we can
assist clients from across the country and even around the world. We offer remote meetings via phone or video
conferencing for our clients’ convenience.

At Ideas Group, we pride ourselves on our comprehensive, integrated approach. We understand that financial needs
are interconnected, so we offer a range of services under one roof. This not only ensures a seamless service
experience, but also enables us to provide holistic advice that takes into account your overall financial situation. We are
committed to transparency, ongoing education, and personalized service.

Our mortgage broking service can assist you in finding a home loan that suits your needs. We work with a variety of
lenders, allowing us to source competitive mortgage options. We guide you through the process from application to
settlement, making it as stress-free as possible.

As part of our mortgage broking services, we first understand your unique situation and goals. We then compare
various loan options from different lenders, considering factors such as interest rates, loan features, and lender
reputation. Our aim is to find a loan that aligns with your financial situation and home ownership goals.

Our mortgage broking service is typically offered at no cost to you, as we receive a commission from the lender when
a loan is settled. However, we are upfront about all fees and commissions involved, and we prioritize your best interest
when recommending any loan product.

At Ideas Group, we approach mortgage broking with a holistic view. We understand that a mortgage is a significant
financial commitment and can impact various aspects of your financial health. Hence, our service is not just about
finding a loan; it’s about integrating that loan into your broader financial strategy. This approach helps ensure that your
mortgage supports your overall financial goals.

Ideas Group provides a wide range of accounting services including bookkeeping, financial reporting, and payroll
management. We can handle all aspects of your accounting needs, giving you more time to focus on your core
business or personal priorities.

We offer comprehensive tax services for both individuals and businesses. These services include income tax return
preparation and lodgement, business activity statements, tax planning, and advice on tax compliance matters.

Effective tax planning can help minimize your tax liability. At Ideas Group, we not only prepare your tax returns, but
also help you strategize for the future. We provide advice on tax-efficient structures, deductions, credits, and strategies
tailored to your specific circumstances.

We understand that tax regulations can be complex. As part of our tax services, we help you navigate these
complexities and ensure your tax affairs are in line with current laws and regulations. We also keep you informed of any
changes in tax legislation that might affect you.

Ideas Concierge Service

The Ideas Concierge service is a special offering for our most valued clients. Those who engage with all our core
services tax lodgement, mortgage broking, and financial planning automatically qualify. As part of this service, clients
enjoy a range of premium benefits that add value and convenience to their experience with us.

To become an Ideas Concierge client, you need to engage with all of our core services tax lodgement, mortgage
broking, and financial planning. By integrating these services, you not only benefit from the synergy of a holistic financial
strategy but also gain access to the exclusive benefits of our Concierge service.

Absolutely. As an Ideas Concierge client, you are assigned a dedicated professional who serves as your direct point
of contact. You can reach out to them directly, without going through a switchboard or customer service line. This
ensures you receive personalised service and quick responses.

The Ideas Concierge service offers a number of exclusive benefits. In addition to priority service, comprehensive
annual reviews, personalised updates, and exclusive event invitations, you will also enjoy:
Tangible Communications: In our digital world, there’s something special about receiving physical mail. We send clients
personalised communications and thoughtful gifts, offering a more tangible connection to our firm.
Dedicated Professional: You are assigned a qualified professional who will be your direct point of contact for all your
financial needs. You’ll enjoy direct access to them, bypassing general customer service lines.
Priority Service: You are always at the top of our list. We prioritise your requests, ensuring you receive prompt and
attentive service.
VIP Treatment: As a valued client, you’ll receive VIP treatment. This can include first access to new services or
offerings, priority booking for appointments, and special attention to your requests.

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