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Other Services

Being a good accountant involves more than simply doing an annual tax return or helping with the books. To us it’s about understanding our client’s wider needs and offering our expertise where we can make a difference. We have helped many clients with broader issues like buying and selling businesses, negotiating a financial separation, putting in place wills and estate plans and arranging financial planning.

Trusted Advisor

Your overall financial well being is important to us. If we can’t help directly, we can introduce you to a range of specialists in areas such as family law, wills and estate planning, financial planning, investment opportunities, insurance and valuations. If you need us to assist you to seek specialist advice, we can act on your behalf as your trusted advisor.
  • Independent expert advice
  • SMSF assistance
  • Valuation assistance
  • Estate planning tax advice
  • Estate administration tax advice

Address

Level 7, 333 Collins Street
Melbourne VIC 3000