We work with a deliberately small number of scale-up business owners and private clients:
Our relationships are senior, direct, and built around what each client is genuinely trying to achieve - across their business and their personal financial life.
Meet Ben
After more than 10 years at a mid-tier accounting firm - rising from graduate to Associate Director - I worked with hundreds of business owners and private families across a wide range of industries and structures. What I came to understand was that the traditional accounting model was not designed for the clients who needed it most.
Business owners at a certain stage of growth need more than a compliance-minded accountant. They need someone who thinks commercially, who understands how tax and structure decisions interact with wealth outcomes, and who can act as a genuine financial partner - not just a lodgement service.
Private families face a different problem. Significant wealth distributed across businesses, trusts, and investments requires oversight and coordination that most accounting firms are neither structured nor incentivised to provide.
The clients I work with most often are founders and business owners in their 30s and 40s who have built successful businesses and are watching their personal financial complexity accumulate in real time - trusts that need reviewing, distributions that need managing, property being acquired, and no single adviser who has the full picture. That is the gap I built Hailstone Advisory to fill.
"Business owners and private families deserve a financial adviser who is genuinely engaged - not only one who shows up at year-end."
Credentials
The technical expertise and commercial acumen your business demands
Chartered Accountant (CA)
Full member, CA ANZ
Registered Tax Agent
TPB registered
Graduate Diploma
Chartered Accounting, CA ANZ
Bachelor of Business
Accountancy, QUT
10+ years in practice
Graduate → Associate Director
Finance Lead
Embedded finance leadership in a fast-growing multi-entity business
30 Under 30 Finalist
Recognised as one of Australia's leading young accounting professionals (Accountants Daily, 2019)
50+ businesses advised
Founders and private families
What Makes Us Different
Here's what clients tell us makes Hailstone Advisory different
Month-end close in 3+ weeks
Too slow for dynamic businesses
"Here are your numbers"
No context or strategic insight
Reactive service
You have to chase them for updates
Compliance-only focus
Just checking boxes
One-size-fits-all
Same approach for every business
Annual partner, only
Locked into 12-month contracts
Business and personal tax treated separately
No one connecting the two pictures
Financials in 5 business days
Fast enough to actually inform decisions
"Here's what they mean"
Insights, not just data
Proactive partner
We reach out with insights before you ask
Strategic CFO approach
Building your financial foundation
Client-focused methodology
Tailored to each client's needs
Fixed scope, monthly billing
Clear scope agreed upfront, billed monthly - no surprises.
Business and personal as one picture
Your business finances and personal wealth managed as a single, interconnected picture
The real difference?
The real difference is depth of engagement. We work with a small number of clients, which means every relationship receives senior attention - not just at lodgement time, but continuously throughout the year.
Our Values
These principles guide everything we do.
Growing businesses need timely financial insight. We deliver when you need it, not when it's convenient for us.
Complex financial concepts explained simply. You should understand your numbers, not just receive them.
Stay compliant without slowing down. We handle the regulatory complexity so you can focus on growth.
Let's discuss how Hailstone Advisory can support your business and family's financial goals.