The Melbourne Financial Planning Firm
of Choice for Entrepreneurs
Expert Financial Planning Services in Melbourne and Beyond
PCR Accounting & Advisor is a leading financial planner for entrepreneurs and small business owners in Melbourne, Mowell and beyond, delivering a range of top-tier financial planning services. Get expert financial planning advice on SMSFs, superannuation planning, debt recycling, trusts, succession and estate planning, and more! For trusted financial planning in Melbourne, speak to the PCR team today.
Build Your Wealth
Investment Advice
Independent Investment Advisors in MelbourneInvestment Advice Melbourne At PCR Accounting & Advisory, we provide independent, fee-only investment advice for high-income earners, business owners, family groups, companies and trusts across Melbourne. We combine investment strategy with in-house tax expertise so every…
Trust Structures
Trust Structures MelbourneMelbourne's Leading Trust Structure Advisors The rules around discretionary trusts are changing. With significant reforms proposed from 1 July 2028, reviewing your trust structure has never been more important. At PCR Accounting & Advisory, we help Melbourne clients…
Superannuation Planning
Knowing your superannuation obligations as an employer is imperative to the smooth operation of your small business. PCR can assist with your superannuation and super compliance.
SMSF Accountant
When it comes to self-managed super funds, you deserve an experienced SMSF specialist. PCR has all of your SMSF advisory, taxation and compliance needs covered.
Budget Planning
Not having a budget is like not having a target. How do you know if you ever hit it? Don’t do business blindly, let PCR help you reach your goals.
Goal-Setting & Game-Planning
Starting a business is never the end goal, which is why we help you to set structured goals and create a relevant game plan to accomplish your dreams.
Protect Your Assets
Business Insurance
Business Insurance Advice MelbourneMelbourne's Leading Business Insurance Advice When it comes to protecting your business, having the right insurance can mean the difference between resilience and unnecessary financial hardship. At PCR Accounting & Advisory, we understand the importance of safeguarding…
Family Trusts
Protect your family’s future with a family trust fund. PCR can assist you in setting up a discretionary trust, understanding your responsibilities and managing the assets associated with a family trust.
Risk Management
Managing the risks associated with your finances is key to ensuring you have the correct legal and financial structures in place to continue what you’ve spent your life building.
Estate Planning Accountant
It may seem like a sombre task, but having a good estate plan in place is essential to help ease the pressure if and when you’re unable to manage your business.
Asset Protection
Ever wondered what happens if something happens to you or your business? We can conduct an asset protection review to help you feel at ease.
Enjoy Your Lifestyle
Debt Recycling & Reduction
Don’t let debt get in the way of your goals. PCR’s expert debt advisors provide tailored debt recycling and reduction strategies so you can be on the path to financial freedom.
Lifestyle Planning
Learn how you can live the life you want with PCR’s lifestyle planning services. Our lifestyle financial advisors will put you on the path to financial freedom.
Succession Planning Accountant
When building your business, you should do so by considering how it will run without you. Our expert team are here to help with your succession planning.
Financial Planning for All Stages of Your Journey
As your trusted Melbourne financial planner, we understand the full picture of your financial life—your income, your goals, and the opportunities that lie ahead. Whether you’re planning for retirement, growing your investments, or managing risk, our tailored financial advice puts you in control of your future, our integrated financial planning services go beyond the numbers to help you build lasting wealth, protect your assets, and plan with purpose.
Why Choose PCR For Your Financial Planning Needs?
Our financial planners at PCR always take a client-centric approach when it comes to financial planning for businesses and entrepreneurs. We take the time to understand your specific needs and provide solutions that are not only effective but also sustainable, helping you build your wealth, protect your assets and enjoy your lifestyle.
Whether you are a small business owner looking to safeguard what you’ve built, or an entrepreneur seeking financial planning advice for your next venture, we are here to support you now and into the future.
Our Blogs
Preparing For Australia’s New Anti-Money Laundering Laws
Australia's anti-money laundering laws are undergoing their biggest shake-up in over two decades. From 1 July 2026, a wider range of professional services providers, including accountants, lawyers, conveyancers and real estate professionals, have come within AUSTRAC's regulatory net for the…
5 Tips for Buying a Business in Australia
Buying a business can be one of the fastest ways to grow, but it can also be one of the costliest mistakes if you don't do your homework. A business that looks great on the surface can hide cash flow…
Getting a Business Valuation: What’s Involved?
A business valuation is about more than selling up. One of the most common questions we hear from business owners is: “How much is my business worth?” The reality is, most owners don’t know. That’s because valuing a business isn't…
Owner of PCR Accounting & Advisory, Peter Marmara-Stewart is a SAPEPAA foundation member and accredited advisor specialising in strategic business advice, asset protection & structuring and cashflow maximisation. Click here to find out more.