Who We Work With
You work hard to earn your money, and we know that it takes an incredible amount of trust for you to put your financial future in our hands. Rest assured, we specialise in helping clients like you accumulate and manage wealth, mitigate risks, and grow their business.
When you work with us, you get a team committed to your success. You’ll never be just a number to us.
Our expertise is geared to:
Build the business of your dreams
Growth enterprises
You are the owner of a growth enterprise that is already generating wealth, but you need help with managing wealth within your business, protecting our assets, or distributing the wealth effectively. You may also want assistance in improving your cash flow and your budgeting.
- We help you by identifying tax-effective wealth creation strategies
- Providing investment advice tailored to your needs
- Giving you a customised business strategy based on your unique goals and needs
- Implementing a tech stack that makes your business easier and more efficient to run
We also assist you with buying or selling your business, negotiating the sale, and developing a succession plan.
You don’t have to grow your business alone. We’re here to guide you, help you make vital decisions, and mitigate the risks.
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Grow your business and your personal wealth at the same time
Next level businesses
We also help entrepreneurs who are looking for help with growing their business and would like to simplify their accounting and business administration.
If you have turnover of $500K plus (or will soon be at that level) and you want to take your business to the next level while growing your personal wealth, we’re here for you.
We advise you on investing in systems that make your business more efficient and scalable, attracting more clients, and helping you achieve your goals. We’ll help you implement a technology stack that enables you to more easily manage your business while it grows, and we’ll manage app integration and conversion.
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Protect your income while growing your assets
Professionals
We help high income earners who are looking to grow their assets and their personal wealth, and who are proactive investors with investment portfolios. We’ll determine if you’re paying too much tax and find ways to minimise your tax obligations; ensure your SMSF is working for you; and assess your equity in your property portfolio or family home.
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Contact Us
Our office is located in Hurstville. Parking is available under our building. We are a short 750m walk from Hurstville train station.