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Are you looking for proactive financial advice from your accountant?

We believe that most people want more value from their accountant. Ideas on how to save tax, build wealth, improve their financial affairs, generate more profit and so forth. As an integrated financial services business, we hold all necessary licenses and registrations (financial, credit and tax) so that there are no limits to the advice we can give you. Our goal is to help you build wealth and whilst saving tax is an important component, there are many other considerations to take into account.

Our goal is to be a leading accounting practice that is focused on adopting new technology to help us spend more time on providing proactive advice. There are many technological tools available that can make your life easier by saving you time, money and improving your business. Click here to learn more about cloud accounting.

Our fees are fixed and agreed upfront so there’s no more surprises. Plus, because we don’t charge by the hour you will not hesitate to contact us if you have a question or something on your mind.

Click here to watch a presentation about how to structure your investment tax effectively.

If you would like to have a confidential and obligation-free discussion, please contact us

 Some of the services we offer

Mortgage advisory and broking

– First home buyers
– Refinance to save money or access equity
– Purchase a home or investment property
– Debt consolidation
– Loan structuring for cash flow and tax purposes

Insurance advice

– Income protection insurance
– Life insurance
– TPD insurance
– Trauma insurance

Fee-for-service (commission-free)
financial advice

– Full financial plan
– Review of superannuation
– Share investment strategies
– Property investment strategies
– Ongoing financial coaching
– Cash flow management

Tax advisory & accounting

– Individual, company, trust income tax returns
– Establish company/trust/SMSF
– Look after all SMSF compliance (tax returns, etc.)
– Business accounting and tax advice
– We specialise on looking after property investors and medicos


We work very hard to earn referrals and they are always treated with the utmost professionalism, confidentiality and respect. We welcome referrals from clients, aligned businesses and professional associations.