Our Approach

As the trusted adviser for our Clients, we hold on their behalf a considerable amount of confidential and sensitive personal and financial information for them and their businesses.

Our core focus is providing accounting, taxation and business advisory services to our Clients and we do not attempt to be all things to all clients at all times. For this reason we have consciously decided for example not to apply for an Australian Financial Services licence which would allow us to provide “financial advice” to our Clients.

Rather, given our knowledge of our Clients and their personal circumstances we consider that we are best placed to provide them with a full professional service through a valued network of other professionals, each an expert in their respective fields. This involves working with a Client’s existing advisers or referring them to someone in our network, with whom we can work in collaboration to achieve the best outcome for our Clients.

The solutions will generally be as individual as our Clients are, determined by a myriad of factors such as age, personal and family background and the industry in which they work or operate their business. These factors will combine to determine the best overall operating structure right down to the most appropriate computer software or other means to collect, organise and report on their financial information.