No commissions, No kick-backs, No brokerage, just good advice for a simple flat fee

Financial Advice

Financial Advice

Our Financial Advice is tailored into two distinct groups:

Personal or lifestyle financial planning - catering towards the personal needs of the client.

Business or strategic financial planning - emphasis on the needs of small business owners and self-employed professionals.

Taxation & Accounting Advice

Taxation & Accounting Advice

Whether you are an individual who needs information on your personal accounting or taxation needs, or a business (a profit seeker or non-profit group), we can help you with record-keeping, management advice and the many other separate components that make your affairs run smoothly. We can also assist your business to comply with statutory obligations, such as with the Australian Taxation Office returns. 

Business Advice

Business Advice

We provide ‘private’ sessions with an experienced Business Management Consultant to help small business owners, investors and self-employed professionals who are feeling challenged by obstacles to achieving their financial goals. The obstacles could range from nursing costs to improve profitability, to working out the best strategy to enhance the business's market value, and everything in-between.. 

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