We work with a small number of business owners and private families. Every engagement is individually structured - the figures below give you an honest sense of scale, not a menu to choose from.
BUSINESS ADVISORY
Growing businesses reach a point where the numbers stop being simple. Revenue is real, complexity is accumulating, and the decisions that matter most - how to structure growth, when to hire, how to protect margin - require more than a compliance-minded accountant. They require someone who thinks commercially and acts as a genuine partner.
Clients who work with us on a business advisory basis gain a senior financial voice inside their business without the cost of a full-time CFO. They have clarity on their financial position at all times, a tax position that is actively managed rather than passively filed, and a strategic sounding board available when decisions need to be made.
Tax compliance is part of this engagement, not a separate product. BAS, IAS, company and trust returns, payroll tax, and STP are handled. What matters more is that tax is considered structurally - not cleaned up at year-end, but planned for across your entities and personal wealth as your business grows.
Engagements from $1,250 – $7,000+ per month, depending on complexity and scope.
Structured as a monthly engagement. Scope is agreed upfront and reviewed as your business evolves.
Discuss your requirementsFAMILY & PRIVATE WEALTH
Significant wealth rarely sits in one place. It is distributed across businesses, trusts, investment portfolios, properties, and increasingly, across family members and generations. The challenge is not managing any one of these well - it is maintaining oversight and intention across all of them simultaneously.
Private clients engage us to sit above the complexity: consolidating the financial picture, ensuring that every structure is working in concert, and making certain that decisions made at the business level do not create unintended consequences at the family level. The result is a client who can make confident decisions about their wealth without spending their time managing their advisers.
This is not family accounting. It is a private advisory relationship - built over time, conducted at a level of depth that only works with a limited number of clients, and oriented entirely around the long-term objectives of the family.
Engagements are structured by proposal, based on the complexity of your family's financial position.
We begin with a conversation to understand your objectives before recommending any course of action.
Request a private consultationOur Approach
You deal directly with a senior adviser - no juniors, no account coordinators.
We agree what's covered at the outset - bookkeeping, tax lodgements, and advisory work - then bill monthly so there are no surprises.
BAS, returns, payroll, and STP are part of every engagement, not a separate invoice.
We raise issues and opportunities before they arrive, not after the fact.
We work alongside your lawyers, wealth managers, and investment advisers to ensure nothing falls between the cracks.
Your affairs are handled with complete confidentiality and never discussed outside the advisory relationship.
Common Questions
We begin every engagement with a direct conversation. There is no obligation and no pitch - just an honest assessment of whether we can help.
Request a conversation