AGRICULTURE - yes, we understand

planning and protection strategies


Modern Communication Tools

popular ways to save a special trip to our office


Property Investors



DISPUTE?? ... Why Get Lawyers Involved

MEDIATION - Friendlier, Faster, Cheaper - Better!


We Help Health & Aged Care Clients

Plan Effective Budgets • Manage Cost Centres


Whatever your Bookkeeping Set-up

Our team are ready to work with you


Get your Business Structure Right!

It's why the wealthy pay less tax

Assisting Clients Creating Wealth

One of our specialties is assisting individuals to create and manage wealth in a tax effective manner. Regardless of where you are currently we can work with you to develop taxation strategies to ensure your assets are structured correctly for the long term, your taxation burden is minimised and your succession planning is in place. We do this by working closely with your financial planner as well as your legal eagles. If you don’t currently have a professional to assist you in any of these areas we know the best and brightest to recommend.

How we work

With Australia having some of the world’s highest tax rates for middle to high income earners (and ever increasing with the new debt levy and increase in the Medicare surcharge) it is important to ensure your tax planning is integrated into your life plans and goals. We do this by:

  • Working closely with you to understand what your needs are at both a business and family level.
  • Ensuring your assets are structured for long term benefit rather than quick schemes or the latest hype.
  • Succession planning to ensure you have control over your future while allowing for the numerous taxation implications. It is important to start early in the life-cycle of an entrepreneur to ensure we avoid costly restructures.
  • Factoring asset protection criteria into all our strategies.

Quick Response Contact Form

Enquiry About: Wealth Management

Do you need to add an attachment? (max 3mb)

Would you prefer we contact you by:

To protect us all from SPAM - please answer the
following question to be able to send your enquiry.

best web design services web development