Our clients come from far and wide. We deal with local businesses, long time locals and retirees who've grown tired of dealing with a Sydney or Melbourne accountant, and we give advice in a broad range of areas.
We believe that is exceptionally difficult to be objective about your own personal situation, especially when it comes to making financial decisions. That’s why we take the time to really understand our clients as people. Our goal is not to make the best decisions for your money, but to make the best decisions for your life.
Our clients know that we care about them and that we'll be their partners in making sure that they take the steps they need to so they can live their best lives.
It's true that we understand all about money, but that only matters after we understand you.
It's not just about the numbers, it's about inspiring things for real people.
It's the Why behind What We Do
Our Motto has always been Common Sense Advice You Can Understand
We have relationships with a number of accounting and professional firms on the Sunshine Coast and in Mount Isa that we visit and work with on a regular basis.
Working with accountants and business clients we see some pretty interesting things but at the end of the day it is important to understand what people want to achieve, put the right structures in place with the long term in mind and only then think about the investments and other products to deliver on those goals. Financial Planning and Investments are for the most part pretty straight forward so long as you can cut through the jargon that most people are prone to using.