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Financial empowerment comes to Geelong

June 7, 2024 BY

Shamsher Singh and Tom Lai aim to empower 100,000 residents with solid financial literacy skills by 2030. Photo: SUPPLIED

EH Tax Accountants are opening on Pakington Street, marking a new era of financial literacy for Geelong.

Spearheading this mission are Tom Lai and Shamsher Singh, both CPA accountants who are on a mission to go beyond the boundaries of traditional accounting practices.

“By 2030, we want to equip 100,000 Geelong residents with solid financial literacy to give them confidence about their money and future,” Mr Lai said.

His outstanding client service drove the firm’s previous success as TMC Accountants, now rebranded as EH Tax Accountants, Tom’s core team maintains their commitment to clients.

Partnering with Mr Singh’s 15 years of financial expertise, they take a holistic approach guiding clients towards long-term financial freedom through comprehensive planning and wealth management services.

“Achieving financial freedom requires planning years before, but most people will not pay much attention to it until it’s too late, unfortunately,” Mr Singh said.

He is self-licensed in financial planning and holds a Masters in Financial Planning, with his company managing multi-million-dollar fund management portfolios.

Recognising financial planning’s perceived complexity, EH Tax Accountants has formed strong partnerships with some of Melbourne’s most experienced advisors and brokers to provide comprehensive services beyond accounting – from financial planning, retirement planning to investment strategies and financing solutions.

“When you want to grow and protect your wealth, things can get complicated. Since we’re a one-stop-solution, we can simplify and streamline things while helping you avoid costly mistakes,” Mr Singh said.

As part of their financial literacy education, EH Tax Accountants offers no-obligation complimentary financial strategy sessions to allow people to see how they’re tracking along financially and what they can do with their money to set their paths up for a better future.

“Geelong is our community. That’s why we provide education to empower residents to feel confident, not overwhelmed, about finances.

“Your financial wellbeing impacts your entire life, and we want to be able to help you achieve your desired future lifestyle.”

For more information, visit ehtaxaccountants.com.au, email [email protected] or phone 5222 3532.

EH Tax Accountants will launch on June 16 at 2/69 Packington Street at 12pm. You and your family are invited to the launch of EH Tax Accountants’ on June 16 at 12pm on 2/69 Pakington Street, Geelong West.

 

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