Lucy & Hepworth Is Proudly Part Of The Oracle Family!
Bob Lucy & Stephen Hepworth are true veterans of the Ballina community. With over 50 years of combined experience offering accounting services to the community, the team made the decision to join with Australia’s leading group, Oracle Advisory Group, to offer their clients a broader range of services. The people and businesses of the Ballina area can now access services only possible in collaboration with a truly national organisation.
At the same time, the Lucy & Hepworth team continue to offer a personalised approach that has served their community over decades. Oracle is a nation-wide group, but it is also committed to giving each of its offices the flexibility and autonomy that they need to focus on their customers. Clients can trust that they’re getting a truly local service, tailored to their needs, but also backed by the kind of resources that only come from an organisation of national scale.
The Lucy & Hepworth services available to you
The Lucy & Hepworth team leverage their extensive experience to provide a broad suite of accounting and financial planning services to their clients, including individuals, super funds and businesses. At every step, you can expect that your interactions with Lucy & Hepworth will be characterised by extreme professionalism, a complete focus on detail, and truly expert financial advice.
For individuals, Lucy & Hepworth offer locals assistance in financial planning, estate planning, home loans, and investment loans. We have assisted clients with every step of their financial lives, from the point where they’re just starting out, making their first investments, and protecting their assets, right through to managing super and preparing for retirement.
For local businesses, we can assist with tax, equipment financing, and business accounting. The thriving local business community in Ballina has long benefitted greatly from the support and local understanding that comes from the Lucy & Hepworth team.
And, as an additional benefit to trusting in Lucy & Hepworth, as they are backed by a national organisation in Oracle, if you should ever find yourself moving away from the Ballina region, you can seamlessly transition to your new accountant.
Oracle Financial Planning Services
We offer a full range of financial planning services to our clients, both as individuals and businesses. The services that we offer allow us to build complete plans that work for you and your needs, and the areas that we offer services in include:
- Retirement Planning
- Personal Insurance
- Estate Planning
- Debt Management
- SMSF Administration
- Investment Services
Our customers come to us for everything from:
- Cash flow budgeting and expenditure control
- Debt management & reduction
- Direct & managed investments
- Estate planning
- Personal & Business insurance
- Retirement & aged care advice
- Social security and pensions
- Personal & business succession planning
- Taxation minimisation strategies
- Transition to retirement
Note: this is just a summary of our most requested services. If your financial needs are unique and beyond the scope of above, then be sure to talk to us, as our team can tailor services to meet your needs.
How Will Lucy & Hepworth Clients Benefit From Oracle Financial Planning Services?
Lucy & Hepworth clients can now access the benefits that come from a truly national organisation. Oracle Advisory Group has the scope to assist to assist you with any of your financial needs.
Consider Our Other Financial Services!
Oracle Advisory Group’s scope extends well beyond financial planning, too, and this is another benefit that Lucy & Hepworth clients can now take advantage of; we offer a full suite of services and can be your one-stop-shop partner in finance. Our team can assist you with mortgage broking, home loans, investment loans, care and recreational vehicle loans, business loans and equipment finance.
What Happens To Lucy & Hepworth?
For clients, absolutely nothing changes, and it remains business as usual. You will continue to be able to access your existing accounting services by speaking to the Oracle team.
We are excited to formally welcome the Lucy & Hepworth clients to the Oracle family!
Be sure to reach out to us to discuss your accounting needs.