Quality business, tax and advice for business clients and self-funded retirees.

Our Clients

Our clients typically fall into one of the following categories: Business owners; and Self-funded retirees with self-managed superannuation funds.

Business clients

Our business clients operate across a diverse range of industries and professions including:
Accommodation
Child Care
Construction & Building
Management Rights
Manufacturing
Medical Practitioners
Professional Services
Property Development
Real Estate Agents
Restaurants
Retail Trade
Wholesalers
Within the firm we have advisers who specialise in particular industries and professions.

Client selection

We use the initial interview with prospective clients to get to know them and to get a good understanding of their business, tax and advisory requirements. We do not accept all prospective clients because we believe that the fit between us and our clients (both personality and accounting requirements) needs to be right to ensure a long term and mutually beneficial relationship.