Services - Walshe Clancy O'Neill Financial Group

We offer a variety of personal and business services to assist you with achieving exceptional outcomes in your financial lives.

Services we offer are:

Preparation of financial statements & income tax return – sole trader, trust, company, partnership
Individual income tax return for Australia & Ireland
Tax planning
New business acquisition & setup
Existing or new business restructuring
Business advice
Management accounting services
Corporate secretarial & ASIC compliance services
Liaise with the ATO on your tax related issues
Bookkeeping services & software assistance and setup – we are able to work with all software (Xero, MYOB, QuickBooks, Reckon)
GST & Business Activity Statement (BAS), Instalment Activity Statement (IAS)
Capital Gains Tax (CGT)
Fringe Benefits Tax (FBT)
Superannuation including SMSF
Mortgage broking / Loans
Financial planning
Personal & business insurances
Estate and succession planning

Superannuation & Self-Managed Superannuation Fund (SMSF)

Superannuation, we all have it and your employer contributions started accumulating as soon as you entered the workforce. Superannuation is your future nest egg.

Business Systems & IT

Our trusted professional and friendly IT consultant can assist you with a variety of business system and integration support for most major accounting and general business software as well as assisting with bookkeeping.

Finance Broking/Loans

With over 15 years finance experience we can assist you with a wide range of mortgage broking services to first home owners, trader uppers and investors.

Corporate Secretarial & ASIC

We are utilising an industry leading corporate compliance cloud software to ensure all company secretarial tasks are being attended to correctly and efficiently.

Business Management & Structuring

Managing a business can be challenging and majority of businesses and business owners regardless of the industry they are in share some common challenges.

Bookkeeping & Software

We have many years of experience dealing with all the bookkeeping software – Xero, MYOB, QuickBooks, Reckon.

Taxation Strategies & Compliance

Tax law is complicated and we believe you are entitle to seek out a thorough understanding of the laws to ensure your tax affairs are manage effectively and you should not pay more tax than you are legally obliged to pay.

Financial Planning

The role of your financial planner is help you determine and assess your financial goals, taking into account your individual circumstances and aspirations and the options available.

      EXCELLENT  
   Based on 20 reviews 
    
 
 
 
   
 
 
       Posted on Google  
    Brian Mc Carthy 
 03/01/2024
 
 
 Trustindex verifies that the original source of the review is Google. I could not recommend Walshe Clancy O'Neill enough. My partner and I had the pleasure of dealing with Sheamus Walshe. It was our first time buying a house and we needed guidance. Sheamus was extremely helpful, patient and explained everything plainly and was very quick to reply to any queries we had throughout the process. Would definitely deal with Sheamus again. Thanks again!
  
 
      Posted on Google  
    Martin Mc Ginley 
 18/12/2023
 
 
 Trustindex verifies that the original source of the review is Google. Great service provided by Sheamus, went above and beyond in getting us over the line, would highly recommend to anyone.
  
 
      Posted on Google  
    david o halloran 
 13/11/2023
 
 
 Trustindex verifies that the original source of the review is Google. A pleasure to deal with as usual and excellent communication the whole way through the process. Thanks guys.
  
 
      Posted on Google  
    Darragh Murphy 
 30/10/2023
 
 
 Trustindex verifies that the original source of the review is Google. Fantastic service, made everything so much easier.
  
 
      Posted on Google  
    James Fairbairn 
 07/09/2023
 
 
 Trustindex verifies that the original source of the review is Google. This is the second time that I've used Sheamus at WCO Group for my house financing. As with the first time, the service was excellent. All options were presented clearly and in (as much as is possible) plain English, and Sheamus was super helpful in answering all of my questions and enabling everything to run very smoothly.
  
 
      Posted on Google  
    Michael C 
 01/08/2023
 
 
 Trustindex verifies that the original source of the review is Google. Darren has been doing my accounts for the last year (Business/ Trust/ Personal Etc.). He is very professional, honest and knowledgeable. Darren communicates quickly and effectively, he easy to deal with and is genuine. I have (and will certainly again) recommend Darren and WCO Group. On a separate note, I have also used Sheamus from WCO Group for x2 mortgages in the past. Both times, the process was smooth and efficient and Sheamus is a professional. Sheamus continues to give me advice today regarding interest rates and mortgages etc. (as and when I need it). He is always quick to respond. Thanks
  
 
      Posted on Google  
    Chrissy Okane 
 11/06/2023
 
 
 Trustindex verifies that the original source of the review is Google. 
  
 
      Posted on Google  
    lisa Gallagher 
 21/10/2022
 
 
 Trustindex verifies that the original source of the review is Google. Amazing service from Darren. I cannot recommend him enough. Very professional and such a genuine guy.
  
 
      Posted on Google  
    Laura Staunton 
 28/09/2022
 
 
 Trustindex verifies that the original source of the review is Google. Highly recommend Felix & team Walshe Clancy O'Neill if you need any financial planning advice. Friendly, straight talking & to the point. Will save you time & energy. Thanks guys.
  
 
      Posted on Google  
    Ed Robins 
 30/08/2022
 
 
 Trustindex verifies that the original source of the review is Google. Best in the Business all of them!!

Contact us today for a free, no obligation quote and to find out how we can help you to achieve your personal/business financial goals!

Office Address: Level 1, 170 Burswood Road, Burswood WA 6100

Our opening hours are flexible to accommodate our clients. Please contact us 08 9375 7344 to book a suitable time.

*If you are around Perth metro areas we can come to you for your convenience.

Walshe Clancy O’Neill (WCO) Accountants

P: Darren LinkedIn

P: Beatie LinkedIn

E: accountants@wcogroup.com.au

Limited liability by a scheme approved under professional standards legislations.

WCO Accountants Pty Ltd is a CPA Practice

Walshe Clancy O’Neill (WCO) Financial Planning

P: Felix LinkedIn

E: felix@wcogroup.com.au

Walshe Clancy O’Neill Financial Planning Pty Ltd

AFSL No. 541587

Walshe Clancy O’Neill (WCO) Finance Broker

P: Sheamus LinkedIn

E: sheamus@wcogroup.com.au

Authorised credit representatives of Walshe Clancy O’Neill Mortgage Brokers Pty Ltd

ACL No. 523711

General Advice Warning: The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and where appropriate, seek professional advice from a financial adviser, accountant or finance broker.

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