We are committed to giving
down to earth advice.

ABOUT

Our aim is to help you to take the stress out of managing your finances, by providing advice and services that surpass your needs.

Figtree Financial and Figtree Group are located on the New South Wales Central Coast. We are committed to transforming your experience of Financial and Accounting advice. We know that running your business or maintaining your personal finances can create plenty of questions, even the odd headache! Our qualified and friendly staff are ready to answer any questions you may have. Either over the phone or during your face-to-face meeting, our team will provide you with a professional yet down-to-earth environment, who are there to answer your questions and help put your mind at ease.

We offer a wholistic solution, with Figtree Group specialising in Personal and Business Taxation services, and Figtree Financial focusing on advice around Wealth Creation and Retirement Planning Strategies, all of which are tailored to your individual needs. Our goal is to simplify these often complex areas, and to provide you with the peace of mind that you are doing the right thing to build a better financial future for you and your family.

OUR SERVICES

We are there for you along the way to ensure you are kept up to date
and on track to achieve your financial goals.

Accounting

PERSONAL TAXATION

If you are a basic salary and wage earner, or you also hold investments such as shares or property we can help prepare your personal tax return.

BUSINESS

Are you new to business or running an existing business? Whether you operate as a Sole Trader, Partnership, Company or Trust we can help with all your Compliance, Taxation and Advisory needs.

BUSINESS ACTIVITY STATEMENTS

Come in today to discuss how we can help manage your BAS requirements. We can prepare and lodge your BAS figures so that you remain focused on your business.

SMSF

We can assist with managing your Self Managed Super Fund compliance, administration and taxation requirements. Contact us today to discuss how we can help.

Financial Planning

WEALTH CREATION & INVESTMENTS

We offer expert advice to help you make the most of your investments and create wealth. Contact us today and we can assist you to lay a solid foundation from which your wealth can grow.

SUPERANNUATION

With the rules around superannuation constantly changing, it can be hard to keep up. There are significant advantages to a properly constructed superannuation strategy and can make a big difference when retirement comes around. We specialise in advice on all forms of superannuation including self-managed super funds. Come in today and discuss your options.

INSURANCE

Your life and income are your most important assets. We can review your situation to protect your family, income or business and ensure financial security should anything happen to you. To find out more about these risks and how they can be managed, please contact us today.

RETIREMENT PLANNING & CENTRELINK

If you are retired or thinking about retiring soon, we can help you to create a strategy to meet your objectives. This may include reviewing your superannuation, cashflow and Centrelink eligibility. Please contact us today for an obligation free review.

OUR EXPERIENCE

We're here to help you manage your financial affairs and meet your life goals—
and the first step is to make sure you have access to the right advice.

Portrait of Dan Snelson

DAN SNELSON

EXPERIENCED FINANCIAL PLANNER

Dan Snelson is the Managing Director of Figtree Financial and has been involved in the financial services industry for over a decade. He became a licensed Financial Advisor in 2008, and since that time he has managed his own successful financial planning business.

Dan is knowledgeable in the various aspects of financial planning including retirement planning and Centrelink, wealth creation and investments, superannuation (including self-managed super funds) and personal insurance. Dan takes pride in his down to earth and easy to understand advising style and has a passion for ensuring the best possible outcome is delivered for anyone seeking financial advice.

Away from the office, Dan is a very keen golfer who enjoys spending time with his wife and three young boys.

Dan has a wealth of experience in the various aspects of the financial planning process. Contact us today to organise an obligation free initial meeting to discuss your financial needs.

DANIEL BIERNAT

SENIOR ACCOUNTANT

Daniel is the Senior Accountant at Figtree Group, bringing a wealth of experience to our team. After graduating University with a Bachelor of Commerce, Daniel kicked off his accounting career back in 2000. He then purchased and ran the Guardian Partners accounting practice in North Gosford for many years, prior to joining Figtree Group in 2019.

Daniel is very knowledgeable in the various aspects of accounting, with a keen interest in helping small businesses to navigate the often complex requirements that come with the territory. He is actively involved in the full range of accounting services, from individual tax returns through to businesses, trusts and Self Managed Super Funds.

Away from the office, Daniel has a keen interest in sports, particularly NRL. He is kept very busy maintaining a small acerage and spending time with his wife and two young daughters.

Daniel prides himself on his down to earth approach, and his abilty to cut through the jargon. Contact us today to organise an obligation free initial meeting to discuss your accounting needs.

FIGTREE GROUP PARTNERS WITH FIGTREE FINANCIAL, WHO ARE AUTHRISED BY FORTNUM PRIVATE WEALTH

CONTACT US