Welcome to Kirby Financial Solutions

Our firm provides accounting and financial solutions to small business, employees, investors and retirees throughout the Limestone Coast and Western Victoria regions. 

Our services include Tax Preparation, Accounting, Bookkeeping, Financial Advice, Leasing and Lending Solutions (including home loans), Personal Wealth Protection, Salary Packaging, Succession Planning, Superannuation Advice, SMSF Administration and Taxation Planning and Compliance.

Our team includes Business Manager Andrew Clements, Tax Partner and Financial Adviser John Kirby, Financial Services Manager Annie Harris, GST Specialist Accountant Valerie Murrell, Receptionist and Support Laura Heesemans, Accountant and SMSF Administrator Lauren Milich.

A Changing of the Guard!!

We are pleased to advise that ownership of Kirby Financial Solutions is changing as of 1 October 2017, with the business being purchased by Mr Andrew Clements and family.  Andrew has been a senior Accountant with Galpins for many years and is a member of the CPAs. (Please see our "About Us" page for more information on Andrew.)

Whilst we have had various suitors knocking at our door in recent times, we have taken our time in selecting someone who would be the "right fit" as our successor.  Our priorities were to ensure that our clients and staff would experience any change in control to be as seamless as possible, and to find a suitable "local" who is able to fit that bill is a bonus.

From your point of view, the changes will be minimal, in that there will continue to be experienced Professionals to oversee the Tax and Accounting side of the business, while Annie Harris will continue to be the main "go to" person for the Financial Planning side.

John will continue to have an active role in both parts of the business as a Consultant, ensuring that you are effectively "transitioned" to the new ownership over the next couple of years.

We thank you for placing your confidence and trust in our firm and its staff in the past.  We now look forward to supporting Andrew and staff in the coming years, as they continue to meet your Taxation, Accounting and Financial Planning requirements into the future. 

Please note that John will be out of the office for the next five weeks.  However, we invite you to follow his journey via our Kirby Financial Solutions Facebook page.


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