Making a difference

Many people go into business with a great concept but don’t have a strong understanding of business planning & structuring, financial management and regulatory obligations. This is where we can help. We’re passionate about using our skills to set new businesses on the right path from the beginning so owners can achieve their vision.

Three factors stand out here: culture, commitment/purpose, and loyalty. We understand that “family” brings a dynamic set of challenges and opportunities and successful businesses in Australia often span a number of generations. Wealth, once created, should allow current and future generations to build financial stability for the family long term.

Smart Investment and development in properties starts with preliminary tax advice. We help our client with their feasibility exercise from finance, accounting and tax perspectives, we also undertake cost and benefit analysis on a project altogether so clients can assess what are involved and better understand the potential return on their investment.

Professional service firms are unique — managing a practice while maintaining financial affairs is not easy. Operating a business with financial, human capital, and regulatory challenges demands a great deal of professional attention. we work together and develop relationships with doctors, lawyers, dentists, engineers, architects, veterinarians, optometrists, and other professionals.

We understand that with great wealth, comes great responsibility. We provide a highly confidential service to wealthy individuals and families to help manage their business and financial affairs. Our Family Office enables the private financial affairs and capital of a family to be managed across investment classes such as direct property, listed shares, private equity, business interests, philanthropic pursuits and cash reserves.

Non-for-profit organisation is a great vehicle to deliver charitiable activities but also comes with its complexity such as various structures, tax concessions, DGR status and sometimes legal issues. Our team is capable to guide you through the process to help you establish a well governed and compliant charity.