Our Clients

boardroomOur clients typically fall into one of the following categories:

  • Business owners; and
  • Self-funded retirees with self-managed superannuation funds.

Business clients

Our business clients operate across a diverse range of industries and professions including:

  • Accommodation
  • Child Care
  • Construction & Building
  • Management Rights
  • Manufacturing
  • Medical Practitioners
  • Professional Services
  • Property Development
  • Real Estate Agents
  • Restaurants
  • Retail Trade
  • Wholesalers

Within the firm we have advisers who specialise in particular industries and professions.

Client selection

We use the initial interview with prospective clients to get to know them and to get a good understanding of their business, tax and financial advisory requirements. We do not accept all prospective clients because we believe that the fit between us and our clients (both personality and accounting requirements) needs to be right to ensure a long term and mutually beneficial relationship.