02 4353 5370

Financial Planning

CATS shares a very close relationship with its financial planning clients.  Our personalised service creates plans around you and your circumstances, working with you to achieve your goals.   We can also assess your income protection requirements giving you peace of mind knowing that you and your family are covered in case of an unexpected illness or injury.
Getting the Right Plan for you;

Cats Financial Planning works on a process called the FIVE PILLARS of Financial Security. These key pillars are what we should all strive for, including:

  • HOME – We all like the idea and security of having our own home.
  • SUPER – This acts as your ‘wages’ in retirement and is a very tax effective environment in which to save.
  • INVESTMENTS – These can consist of all kinds of assets but are flexible and provide extra income and access to capital for the purposes of things such as holidays, upgrading cars etc.
  • CASH – We cannot be sure what is around the corner and it is important to have some cash set aside for an emergency.
  • PROTECTION – All the best laid plans can come unstuck and it is vital that these 4 pillars are protected by the most important pillar to ensure the structure does not collapse due to illness or injury. We can provide you and your family with advice on Life/TPD, Income Protection and Trauma insurance.

Contact Michael Today: 0409 846538 or

Interested in working with us? Check out some of our client testimonials below!

Ben Dunstan

Master Building Works Pty Ltd

Having met Warren Garth of CATS Accountants some five years ago, I was pleased to achieve a seamless transition from my retiring accountant to his services to look after my accounting and tax work. He’s got a great team behind him, which is most helpful and friendly. All enquiries are answered quickly and comprehensively. I particularly like the use of the wide screen TV to present my figures.

Thanks Warren – Keep up the good work!

Master Building Works Pty Ltd

Glenn Kirkwood

BNI Franchise Owner

The team at CATS have done it again!  Other than your usual friendly and attentive service you now have questionnaires that I can use to prepare my end of financial year information at tax time. Makes things so much easier for me now that I know exactly what you need.

Thanks CATS – you really will get my business purrring!

Ph: 0425 433 603

Daniel Kebriti


CATS Accountants assist me with my accounting and taxation matters for both my business and personal affairs. I strongly recommend them to anyone who is seeking professional advice at an elite level. Warren and his friendly, supportive team always respond promptly to my calls, focus on what my needs are and best of all strive to minimise my tax.

Beverly Bowman

Director - Beautique Beauty Therapy

Warren, Kerry and the Team at CATS Accountants have been taking care of us for our bookkeeping, accounting and taxation needs for 9 years now.   Thanks to their exceptional service and the monthly reports we always know where we are at with our business.  We have always been happy with CATS Accountants and their personal approach and would highly recommend them to other businesses.

Beautique Beauty Therapy

Tony Bourke

Director - AIIB Insurance Brokers

To Warren,

I would like to let you know that we are absolutely happy with the work that has been done for us. The Team are great to work with and it is a pleasure to have CATS as our Accountants. I wouldn’t hesitate to recommend CATS to our business associates.

Dr Kenneth Zimmerman

Lecturer in Marine Biology, University of Newcastle

I would like to thank Warren and the Team at CATS Accountants for providing a friendly atmosphere and for being so helpful with my accounts.

I appreciate how you assist me in keeping up to date with my tax and accounting information, and I am grateful for the excellent service that you provide.


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