all round financial services
TRANSCRIPT
greater port macquarie focus.50
Tania Magon & Carol Round. All RoundSue Jogever. Coast Front Realty
w o m e n i n b u s i n e s s
THE ALL ROUND TEAM
What’s your Business Competitive Edge?
Together at All Round we have a wealth of
experience and knowledge to assist our clients
navigate through their financial, investment
and taxation affairs. Our clients receive the
collaborative, co-operative approach where
we work together towards the same goals
providing the best outcome for them.
We both take pride in providing our clients
personalised, professional & friendly services
and our All Round approach works seamlessly.
What drives you in your business? We have
both always enjoyed helping small businesses,
SMSF and investors along their journey. As
small business owners and investors ourselves
we recognise personally the challenges faced.
This only increases our determination to be
active in helping our client’s succeed and
benefit from the services we provide.
What are your areas of specialisation? Carol
is a Certified Financial Planner™ with over
15 years experience in the industry providing
investment advice to individuals to grow their
wealth to provide for retirement and lifestyle
goals. Not only does Carol give advice on
shares/managed funds but is also licensed to
advise on property investing. As such, Carol
can provide a wide ranging plan to secure your
future financial freedom.
Tania is a SMSF Specialist Advisor, Registered
Tax Agent and Public Accountant with over 20
years experience in the industry. Tania provides
professional taxation and accounting services to
individuals, small businesses and self-managed
super funds. In addition as a Xero Certified
Advisor Tania can help businesses achieve the
benefits of Xero Online Accounting.
“Commitment, creativity, innovation, honesty
and integrity are some of the key values that have led to our business success at Coast Front Realty.”
What are you looking forward to
in 2014? I am really looking forward
to continued growth in our boutique
business at Coast Front Realty. My beliefs
are all about a positive experience for
our customers when it comes to selling
or buying real estate in our region and
enjoying continued relationships well after
the “SOLD” sign goes up on the home!
Where do you go to for inspiration and
new ideas? I have always believed
that you should be a “student
for life” and be inspired by
AMAZING people with a
passion and vision for life.
I value the importance
of mentors in my life
and have wonderful
relationships with business
people in this region, which
has motivated me to always
continue to improve my craft and
excel in my industry.
What have been some of the
initiatives put into place to get your
business where it is today? I truly believe
the success of our boutique business is in
the power of our relationships we have
with our clients. When I started in the
real estate business it was my focus and
belief that I could make a difference in the
way people were treated when it came to
their real estate experience, and to ensure
that I made a positive impression and
relationship with everyone I came in contact
with. At Coast Front Realty it is not about
volume in our transactions, however more
importantly about the quality of our results
& relationships which ensure a high “word
of mouth” referral business. Commitment,
creativity, innovation, honesty and integrity
are some of the key values that have led to
our business success at Coast Front Realty.
Best thing about living and working in
a coastal/regional area? Since my family
and I relocated 4 years ago to this
beautiful region, we have all
enjoyed wonderful sense of
“community” & appreciate
the natural beauty of our
pristine region and people
that now make this place
“home”.
Aside from your
products and services,
what community initiatives/
charities or groups is your
business affiliated with?
My strong community involvement with
a wide variety of organisations such as
Rotary Sunrise (Youth Director), Hastings
Business Womens Network, Port Macquarie
Chamber of Commerce, Hastings Business
Enterprise Network and charities such as
Hope Shop, Salvation Army and Hastings
Cancer Trust has led to a great sense of
achievement in raising much needed funds
for these worthy causes. I truly believe in
"giving back" to our community that I love
and live in.
I truly believe the
success of our
boutique business
is in the power of
our relationships
we have with our
clients.