Our dynamic team is headed by highly qualified and experienced professionals who are able to discuss complex financial issues in everyday terms.
If you're seeking financial success for yourself or your business, contact the COCO team to organise a meeting with us.
What services are you after?
Check out what our clients have said about COCO...
Martin Doyle & Anthony McMenamin
Nick and Jayne Hartgerink
Rob Hoffmeister and Karen Johnston
|10th January, 2017||COCOs completed the E.G.P.|
This program has proved invaluable to COCO in re-evaluating all aspects of our business operations and the services we offer to businesses and individuals. We encourage all our small to medium business clients to apply for the next intake of the Economic Gardening Program by clicking on the link below.
|16th December, 2016||We're getting festive and restive for a while.|
We'll be taking a break over Christmas and the New Year. Our office will be closed from 15th December to 15th January so that we can rest up, enjoy time with loved ones and get back to doing our best work for you in 2018.
We wish you all a safe and fun festive season and look forward to talking soon.
|20th November, 2016||COCO has set up our COCO Travels gallery.|
|11th November, 2016||We've added an Online Payment page.|
|14th September, 2016||COCO is in the Economic Gardening Program.|
This valuable program operates on the concept that in order to increase business opportunities and employment in your local area, the best practice model involves tending the "garden" that you already have in place. The Shellharbour, Kiama and Wollongong councils are investing in the further development of local businesses in order to facilitate economic growth in our area, as we expand into other markets.
In participating in the Economic Gardening Program, the COCO Team will be able to access expertise in professional business assistance. The program will allow for a structured review of all of our services and procedures, ensuring that as we move forward all operations are in line with our base philosophy.
We are super excited to be allowed this opportunity and are looking forward to the hard work it will entail over the coming months!
|7th September, 2016||We've changed our brand.|
After more than 18 months in the planning and implementation stage we have changed our name to COCO.Financial Synergy Group has been a great brand for us in the past and FSG has summed up the base philosophy behind our working model - to have all facets of your finances working together to create cohesion in the processing and forward planning of your financial matters. COCO continues on with this core aim, but is expanding our culture to encompass a more people-oriented approach.
While our over-arching business name is COCO, we have three different divisions to separate our various service areas:
- COCO Accounting & Tax
- COCO Systems & Books
- COCO Financial Planning
- Our team and the client COordinating together to complete financial processes and to improve the client's financial standing,
- The Accountant or Financial Planner COacting with relevant institutions such as the ATO, the TPB, the ICAA, Meritum Financial Group and any others in order to maintain the highest levels of accuracy and professional standing and also to gain the latest information and strategies to help our clients plan for their financial future.
Our founding Owner and Director is Luke Crockford (aka Finance Ninja), whose nickname has been COCO for more than 2 decades. We set the starting point of developing our new brand around Luke as a person. His laid-back nature, strong set of values and keen ability to communicate with people form the axis point of our business culture at COCO.
|Wed, 7th June||Seminar: Young Families - Getting into the housing market.|
Limited numbers so bookings essential