What We Do
We pride ourselves on our wealth of knowledge, experience and reliability
Our mission is to provide you with uniquely tailored, effective advice and innovative solutions to your tax, accounting and financial complexities. We are dedicated to helping you plan for and achieve your financial goals so you can enjoy the lifestyle you desire.
As a small firm, we pride ourselves on our ability to develop strong professional relationships that allows us to educate and assist our clients every step of the way. We believe that financial literacy is the key to an effective and sustainable financial future. By simplifying industry jargon, we’ll provide you with peace of mind and an understanding of every step of the tax, accounting and financial planning process.
With over 25 years of experience, 2 locations, and thousands of local, national and even international clients, our team will ensure that you are equipped with the tools you need to make better decisions for your financial future.
Who We Are
For over 25 years our team of highly experienced accountants and advisers across the Gold Coast and Brisbane have been helping our clients navigate the everchanging financial landscape.
Formed in 1997, Cosgrove & Co Pty Ltd was started by Founder & Managing Director Brian Cosgrove in Palm Beach, in the very building that we still operate from today.
In later years, to meet the growing demand for financial planning services from our existing accounting clients, our financial planning sector Balanced Investment Strategies (BIS) was formed.
Following the success of the introduction of BIS, the firm we now know and love as BIS Cosgrove, was born. In 2019 we introduced our Self-Managed Super Fund sector of the business, BIS Super, which now boasts a team of 4 fully accredited SMSF Specialist Advisers.
A lot has happened since our inception in 1997. With over 25 years of experience, 14 staff members, 2 locations and thousands of local, national and even international clients, we continue to provide quality, comprehensive tax, accounting and financial advice and management.
Our Philosophy
As accountants and advisers, we believe that it is our responsibility to provide highly ethical, independent and professional advice that significantly benefits our clients long term financial position.
We take a holistic, evidence-based approach that brings together important areas such as your tax and business structures, cash flow, loans, insurances, estate plans & investment preferences, as well as your lifestyle circumstances, family dynamic, personal and business goals.
Whether you’re wanting to run a business, fund the family home, go on that trip of a lifetime or plan for retirement, we have your back no matter your goal, circumstance or life-stage.
Our life-first approach to accounting and financial advice allows us to help you develop a strategic plan that you can not only understand and sustain, but be proud of.
At BIS Cosgrove, we understand more than just numbers – we understand life.
