We Deliver

Don’t you get tired of running around? Feedback from our client during the years has taught us the importance of delivering more than basic service. By combining the skills of our staff specialists in all facets of financial management we find our clients have greater satisfaction. Why? Because we solve their problems.

A trusted local with national connections

Although you might see only the local face of our business, we are part of an Accountancy and Advisory services network, the WHK Group, operating through 50 Australian and 6 New Zealand offices.

While each office is successful in its own right and offers it’s client an intimate understanding of your local conditions, our Accountant and Advisors enjoy the advantages of drawing on the deep skills and expertise of the broader group. If a problem arises with which another member of the group has more experience than we do, we are able to call on their expertise.

While experience is acquired over time, in our consultative business it is greatly enhanced by continual education. The people working on your business regularly upgrade their skills and knowledge through a strong commitment to the professional development of all our staff.

Experience has taught us that there is always a better way to do everything, and we are always looking for it on your behalf.

Your Financial success if our focus

Achieving your financial goals.

We measure our success by your financial success. If our service, advice and processes do not add value by minimising your tax, improving your business, reducing your financial risk and helping you set and achieve your financial goals, we have not achieved our goals.

We Aim to understand your needs.

It is all too easy to hand out generic advice, and it is seldom genuinely useful. No tow situations are alike, so off-the-shelf advice is unlikely to be right for you. Your needs are as individual as you are as a person. Consequently, we focus very carefully on your needs, understanding your unique issues, while maintaining our objectivity. You can be sure that our solutions are specifically developed for you and your circumstances.

‘Why didn’t my adviser tell me that?’

Does that sound familiar? It’s a common lament from people who feel short-changed by their consultants. Being apprised of current events and developments in our field is one of imperatives because, every day, opportunities can be won or lost.

We like to keep up with what’s happening in your business and, as much as possible, that of your competitors. Good intelligence is essential to the creation of strategy This includes monitoring changes in the law and other regulations affecting you. Like good detectives, we’re always on the case.

We can work for you

We specialise in working with individuals and small and medium sized businesses. While as a group we have a share of large corporations, we enjoy the intimate contact and close working relationships involved in working with individuals and smaller enterprises.

Whether it’s setting up a business, growing an existing one or improving the way your financials are managed, we have the specialists on hand who can give you the appropriate support.

Are you ready for visitors?

Good advice starts with a good understanding of your business situation. From time to time, we would like to visit you. It is important for us to understand exactly how you or your business works and to meet the people involved.

Please call us and we’ll show you how fruitful our association can be.

Our Services include:

Accountancy

Sound financial advice tailored precisely for individual, families and small business

Taxation Services

The broad range of our services that can help you steer through the taxation maze.

Audit and Assurance

How our audit and assurance processes can re-enforce your corporate governance and restore your confidence

Financial Planning

You want some to act for you? You’ve come to right people

Business Advisory Services

The Business Achievers’ Program designed to boost the profit of small business

Self Managed Super Funds

You want your Superannuation portfolio to be assembled and managed by planners with no vested interests? We can manage it for you.

Estate Planning

It’s never too soon to provide for family, but it can be much more than making a will.

Risk and Insurance

You might not have time to find the right cover for yourself, your family, your assets, your business – but we do.

Lending and Finance

How we can save you time and money by quickly sourcing finance on the right terms – without burying you in paper work.

Corporate Advisory Services

Merger, takeovers, due diligence, expansion capital, project assessment and much more